Investments

Securities Team

Matthew Sallee, CFA*
Senior Managing Director and Portfolio Manager

Brian Kessens, CFA*
Managing Director and Portfolio Manager

James Mick, CFA*
Managing Director and Portfolio Manager

Robert Thummel*
Managing Director and Portfolio Manager

Nick Holmes, CFA*
Director and Investment Analyst

Brett Jergens, CFA, CFP*
Director and Investment Analyst

Stephen Pang, CFA
Director and Investment Analyst

Adam Peltzer, CFA
Director and Investment Analyst

Braden Cielocha, CFA*
Vice President and Investment Analyst

Kevin M. Brown, CFA
Research Analyst

Brett Castelli
Research Analyst

Evan Lang
Research Analyst

Richard J. Hield
Junior Analyst

Chris Ottinger
Junior Analyst

Jakob Tobler
Junior Analyst

Trading Team

Kyle Krueger, CFA, CIPM*
Managing Director, Head of Trading Operations

David Santacroce, CFA*
Vice President, Senior Trader

Dan Woestendick
Vice President, Trader

Michelle McNitt
Trading Assistant

   

 

*Equity owner of Tortoise Investments, LLC, sole member of Tortoise Capital Advisors

 
 

Firm Overview (At 2/28/2017)

  • Assets
    Approximately $17.2 billion under management
  • Founded
    2002
  • Employees
    82
  • World Headquarters
    Kansas City area

 

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