Tortoise Capital Advisors
Industry: Company
DescriptionFounded: 2002 Parent organization: Mariner Holdings, LLC
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Tortoise Capital Advisors Employees
Employee
Years
Job
Industry
Chris Ottinger Chris Ottinger's Tortoise Capital Advisors Experience May 2015 - August 2015
Job Business Development Intern at Tortoise Capital Advisors
Industry Financial Services
Experience
Dentek Dental Laboratory July 2012 - Present
Tortoise Capital Advisors May 2015 - August 2015
Old World Balloonery May 2011 - August 2012
Neighborhood Landscaping Business January 2009 - August 2012
Education
University of Kansas 2012 — 2016
Bachelor of Science, Finance, Senior
Dentek Dental Laboratory July 2012 - Present
Tortoise Capital Advisors May 2015 - August 2015
Old World Balloonery May 2011 - August 2012
Neighborhood Landscaping Business January 2009 - August 2012
Education
University of Kansas 2012 — 2016
Bachelor of Science, Finance, Senior
Matt Piggins Matt Piggins's Tortoise Capital Advisors Experience August 2014 - December 2014
Job Finance Intern at ExelonComEd
Industry Utilities
Experience
ComEd June 2015 - Present
Delta Chapter of Beta Theta Pi January 2015 - Present
Tortoise Capital Advisors August 2014 - December 2014
Uganda Rural Electrification Agency April 2014 - May 2014
Pre-Recorded Late Night Show August 2013 - December 2013
DePauwlitics Radio Show March 2013 - December 2013
Mike O'Brien for Congress April 2012 - September 2012
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Microsoft Word, Development Economics, Leadership, Data Analysis, Fundraising, Social Networking, Editing, Facebook, Event Planning, Teamwork
Education
DePauw University 2012 — 2016
Economics, Junior
ComEd June 2015 - Present
Delta Chapter of Beta Theta Pi January 2015 - Present
Tortoise Capital Advisors August 2014 - December 2014
Uganda Rural Electrification Agency April 2014 - May 2014
Pre-Recorded Late Night Show August 2013 - December 2013
DePauwlitics Radio Show March 2013 - December 2013
Mike O'Brien for Congress April 2012 - September 2012
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Microsoft Word, Development Economics, Leadership, Data Analysis, Fundraising, Social Networking, Editing, Facebook, Event Planning, Teamwork
Education
DePauw University 2012 — 2016
Economics, Junior
Brent Newcomb Brent Newcomb's Tortoise Capital Advisors Experience April 2014 - Present
Job Vice President at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors April 2014 - Present
Skills
Alternative Investments, Asset Management, Hedge Funds, Financial Modeling, Investments, Fixed Income, Portfolio Management, Valuation, Investment Management, Due Diligence, Financial Analysis, Private Equity, Asset Allocation, Equities
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Economics
The University of Kansas 1999 — 2003
BS, Business
Tortoise Capital Advisors April 2014 - Present
Skills
Alternative Investments, Asset Management, Hedge Funds, Financial Modeling, Investments, Fixed Income, Portfolio Management, Valuation, Investment Management, Due Diligence, Financial Analysis, Private Equity, Asset Allocation, Equities
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Economics
The University of Kansas 1999 — 2003
BS, Business
Aaron Trigg's Tortoise Capital Advisors Experience January 2011 - May 2011
Job Athletic Director at Rancho Solano Private Schools
Industry Sports
Experience
Rancho Solano Preparatory High School July 2013 - Present
Rancho Solano Private Schools July 2013 - Present
University of Central Florida Men's Basketball October 2012 - July 2013
The Institute for Diversity and Ethics in Sport August 2011 - December 2012
Tortoise Capital Advisors January 2011 - May 2011
Blue Valley West High School November 2010 - March 2011
Gordon College January 2010 - May 2010
Kansas City Chiefs June 2009 - August 2009
Skills
Sports, Management, Microsoft Office, Financial Analysis, Program Management, Microsoft Word, Public Speaking, Microsoft Excel, Event Planning, Sports Marketing, Sports Management
Education
University of Central Florida 2011 — 2012
Master of Business Administration (M.B.A.), 4.0
University of Central Florida 2011 — 2012
Masters in Sports Business Management
Gordon College 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
Rancho Solano Preparatory High School July 2013 - Present
Rancho Solano Private Schools July 2013 - Present
University of Central Florida Men's Basketball October 2012 - July 2013
The Institute for Diversity and Ethics in Sport August 2011 - December 2012
Tortoise Capital Advisors January 2011 - May 2011
Blue Valley West High School November 2010 - March 2011
Gordon College January 2010 - May 2010
Kansas City Chiefs June 2009 - August 2009
Skills
Sports, Management, Microsoft Office, Financial Analysis, Program Management, Microsoft Word, Public Speaking, Microsoft Excel, Event Planning, Sports Marketing, Sports Management
Education
University of Central Florida 2011 — 2012
Master of Business Administration (M.B.A.), 4.0
University of Central Florida 2011 — 2012
Masters in Sports Business Management
Gordon College 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
Connie Savage Connie Savage's Tortoise Capital Advisors Experience October 2002 - Present
Job COO at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors October 2002 - Present
Kansas City Equity Partners December 1999 - October 2002
Education
Rockhurst University
Accounting
Tortoise Capital Advisors October 2002 - Present
Kansas City Equity Partners December 1999 - October 2002
Education
Rockhurst University
Accounting
Lindsey (Butcher) Morrison, MBA's Tortoise Capital Advisors Experience October 2012 - Present
Job Business Development Marketing Associate at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors October 2012 - Present
Waddell & Reed June 2011 - October 2012
State Street June 2008 - June 2011
American Century Investments February 2007 - May 2008
American Century Investments July 2005 - February 2007
American Century Investments July 2003 - July 2005
American Century Investments April 2001 - July 2003
Skills
Investments, Mutual Funds, Equities, Investment Management, Investment Strategies, Bloomberg, Account Reconciliation, Marketing Communications, Product Marketing
Education
Baker University 2009 — 2011
MBA
The University of Kansas 1995 — 2000
Communications, Interpersonal and Organizational
Tortoise Capital Advisors October 2012 - Present
Waddell & Reed June 2011 - October 2012
State Street June 2008 - June 2011
American Century Investments February 2007 - May 2008
American Century Investments July 2005 - February 2007
American Century Investments July 2003 - July 2005
American Century Investments April 2001 - July 2003
Skills
Investments, Mutual Funds, Equities, Investment Management, Investment Strategies, Bloomberg, Account Reconciliation, Marketing Communications, Product Marketing
Education
Baker University 2009 — 2011
MBA
The University of Kansas 1995 — 2000
Communications, Interpersonal and Organizational
Brett Castelli Brett Castelli's Tortoise Capital Advisors Experience January 2015 - Present
Job Research Analyst at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors January 2015 - Present
Tortoise Capital Advisors January 2013 - December 2014
Tortoise Capital Advisors June 2012 - August 2012
Scottrade August 2010 - May 2012
Skills
Bloomberg Terminal, Finance, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Research, Securities, Valuation, Alternative Investments, Equity Valuation
Education
University of Missouri-Columbia 2009 — 2012
BS, Finance and Banking
Tortoise Capital Advisors January 2015 - Present
Tortoise Capital Advisors January 2013 - December 2014
Tortoise Capital Advisors June 2012 - August 2012
Scottrade August 2010 - May 2012
Skills
Bloomberg Terminal, Finance, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Research, Securities, Valuation, Alternative Investments, Equity Valuation
Education
University of Missouri-Columbia 2009 — 2012
BS, Finance and Banking
Jonathon B. Mason Jonathon B. Mason's Tortoise Capital Advisors Experience 2013 - 2013
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte 2014 - Present
Tortoise Capital Advisors 2013 - 2013
Southern Tide 2012 - 2013
Southern Tide 2011 - 2012
U.S. House of Representatives 2011 - 2011
Skills
Finance, Recruiting, Microsoft Excel, Social Media Marketing, Financial Modeling, Budgets, Product Marketing, Bloomberg, Financial Analysis, Business Analysis, Data Analysis, Management Consulting
Education
Kansas State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CIMBA
Business, Senior
Wichita Collegiate School
High School
Deloitte 2014 - Present
Tortoise Capital Advisors 2013 - 2013
Southern Tide 2012 - 2013
Southern Tide 2011 - 2012
U.S. House of Representatives 2011 - 2011
Skills
Finance, Recruiting, Microsoft Excel, Social Media Marketing, Financial Modeling, Budgets, Product Marketing, Bloomberg, Financial Analysis, Business Analysis, Data Analysis, Management Consulting
Education
Kansas State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CIMBA
Business, Senior
Wichita Collegiate School
High School
Jeremy Goff Jeremy Goff's Tortoise Capital Advisors Experience September 2011 - Present
Job Vice President at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors September 2011 - Present
Education
United States Military Academy at West Point 2000 — 2004
Bachelor of Science
Tortoise Capital Advisors September 2011 - Present
Education
United States Military Academy at West Point 2000 — 2004
Bachelor of Science
Alexis Paolantonio Pickard Alexis Paolantonio Pickard's Tortoise Capital Advisors Experience October 2011 - March 2012
Job Vice President, Strategic Client Group at Montage Investments
Industry Financial Services
Experience
Montage Investments March 2012 - Present
Tortoise Capital Advisors October 2011 - March 2012
Hilliard Lyons June 2010 - October 2011
The Hartford January 2007 - June 2010
Vanguard June 2005 - January 2007
Education
Shippensburg University of Pennsylvania 2001 — 2005
Communication Journalism, Public Relations
Montage Investments March 2012 - Present
Tortoise Capital Advisors October 2011 - March 2012
Hilliard Lyons June 2010 - October 2011
The Hartford January 2007 - June 2010
Vanguard June 2005 - January 2007
Education
Shippensburg University of Pennsylvania 2001 — 2005
Communication Journalism, Public Relations
Kevin M. Brown Kevin M. Brown's Tortoise Capital Advisors Experience August 2013 - Present
Job Research Analyst at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors August 2013 - Present
Tortoise Capital Advisors June 2011 - August 2013
Education
Kansas State University 2006 — 2011
Bachelor of Science (BS), Financial Management
Kansas State University 2006 — 2011
Bachelor of Arts (BA), French Language and Literature
Université Paris Sorbonne (Paris IV) 2010 — 2010
French Language and Civilization
Tortoise Capital Advisors August 2013 - Present
Tortoise Capital Advisors June 2011 - August 2013
Education
Kansas State University 2006 — 2011
Bachelor of Science (BS), Financial Management
Kansas State University 2006 — 2011
Bachelor of Arts (BA), French Language and Literature
Université Paris Sorbonne (Paris IV) 2010 — 2010
French Language and Civilization
Jennifer (Lester) Ashlock Jennifer (Lester) Ashlock's Tortoise Capital Advisors Experience January 2014 - Present
Job Director, Marketing at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors January 2014 - Present
New York Stock Exchange January 2008 - December 2013
Morgan Stanley Investment Management March 2005 - January 2008
Van Kampen Investments October 1999 - March 2005
Skills
Financial Markets, Hedge Funds, Series 7, Budget Management, New Business Development, Budgets, Advertising, Asset Managment, Capital Markets, Marketing, Sales, Equities, Asset Management, Alternative Investments, Investments, Series 63, Investor Relations, Mutual Funds, Electronic Trading, Securities, Morningstar, Fixed Income, Options, Asset Allocation, Trading, Trading Systems, Financial Services, Derivatives, Bloomberg, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Marketing
Michigan State University 1993 — 1997
BA, Finance
Tortoise Capital Advisors January 2014 - Present
New York Stock Exchange January 2008 - December 2013
Morgan Stanley Investment Management March 2005 - January 2008
Van Kampen Investments October 1999 - March 2005
Skills
Financial Markets, Hedge Funds, Series 7, Budget Management, New Business Development, Budgets, Advertising, Asset Managment, Capital Markets, Marketing, Sales, Equities, Asset Management, Alternative Investments, Investments, Series 63, Investor Relations, Mutual Funds, Electronic Trading, Securities, Morningstar, Fixed Income, Options, Asset Allocation, Trading, Trading Systems, Financial Services, Derivatives, Bloomberg, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Marketing
Michigan State University 1993 — 1997
BA, Finance
Thomas Hiller Thomas Hiller's Tortoise Capital Advisors Experience August 2012 - August 2013
Job Technical Service: Hospital Finance
Industry Financial Services
Experience
Epic July 2014 - Present
DePauw University August 2010 - August 2014
Tortoise Capital Advisors August 2012 - August 2013
Procter & Gamble February 2013 - May 2013
Harry & Rose Samson Family Jewish Community Center of Milwaukee May 2012 - August 2012
Voyager Fund LLC December 2011 - August 2012
Harry & Rose Samson Family Jewish Community Center of Milwaukee June 2009 - August 2011
Skills
Economics, Research, Public Speaking, Microsoft Office, Financial Modeling, PowerPoint, Critical Thinking, HTML, Politics, Microsoft Excel, Quantitative Analytics, Editing, Equity Research, Intercultural..., Customer Service, Microsoft Word, Report Writing, Web Design, Higher Education, DCF Valuation, Equity Trading, Options Strategies, Closed-end Funds, Energy Industry, Central Banks, Monetary Policy, Bloomberg, Arbitrage
Education
DePauw University 2010 — 2014
BA, Economics and Finance
Whitefish Bay High School
Epic July 2014 - Present
DePauw University August 2010 - August 2014
Tortoise Capital Advisors August 2012 - August 2013
Procter & Gamble February 2013 - May 2013
Harry & Rose Samson Family Jewish Community Center of Milwaukee May 2012 - August 2012
Voyager Fund LLC December 2011 - August 2012
Harry & Rose Samson Family Jewish Community Center of Milwaukee June 2009 - August 2011
Skills
Economics, Research, Public Speaking, Microsoft Office, Financial Modeling, PowerPoint, Critical Thinking, HTML, Politics, Microsoft Excel, Quantitative Analytics, Editing, Equity Research, Intercultural..., Customer Service, Microsoft Word, Report Writing, Web Design, Higher Education, DCF Valuation, Equity Trading, Options Strategies, Closed-end Funds, Energy Industry, Central Banks, Monetary Policy, Bloomberg, Arbitrage
Education
DePauw University 2010 — 2014
BA, Economics and Finance
Whitefish Bay High School
Ben W. Fraser's Tortoise Capital Advisors Experience June 2012 - May 2014
Job Commercial Credit Analyst at CrossFirst Bank
Industry Financial Services
Experience
CrossFirst Bank June 2014 - Present
Aspen Properties Group June 2013 - June 2014
Tortoise Capital Advisors June 2012 - May 2014
G1 Enterprises July 2011 - February 2012
University of Kansas Applied Portfolio Management August 2009 - December 2009
VanWeelden Wealth Management May 2009 - August 2009
Southwestern Advantage May 2007 - August 2007
Skills
Website Development, SEO, Portfolio Management, Business Planning, Research, Valuation, Financial Analysis, Financial Modeling, Marketing Strategy, Strategy, Leadership, Competitive Analysis, Finance, Management, Analysis, Equities, Entrepreneurship, Due Diligence
Education
Azusa Pacific University 2010 — 2011
Master's, Business Administration
University of Kansas 2008 — 2010
Bachelors of Science, Finance
CrossFirst Bank June 2014 - Present
Aspen Properties Group June 2013 - June 2014
Tortoise Capital Advisors June 2012 - May 2014
G1 Enterprises July 2011 - February 2012
University of Kansas Applied Portfolio Management August 2009 - December 2009
VanWeelden Wealth Management May 2009 - August 2009
Southwestern Advantage May 2007 - August 2007
Skills
Website Development, SEO, Portfolio Management, Business Planning, Research, Valuation, Financial Analysis, Financial Modeling, Marketing Strategy, Strategy, Leadership, Competitive Analysis, Finance, Management, Analysis, Equities, Entrepreneurship, Due Diligence
Education
Azusa Pacific University 2010 — 2011
Master's, Business Administration
University of Kansas 2008 — 2010
Bachelors of Science, Finance
Terry Matlack's Tortoise Capital Advisors Experience 2002 - Present
Job Managing Director at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors 2002 - Present
Education
University of Kansas School of Law 1978 — 1982
Juris Doctorate
Kansas State University 1974 — 1978
BS, Business
Tortoise Capital Advisors 2002 - Present
Education
University of Kansas School of Law 1978 — 1982
Juris Doctorate
Kansas State University 1974 — 1978
BS, Business
Bernie Colson Bernie Colson's Tortoise Capital Advisors Experience September 2007 - January 2010
Job Managing Director
Industry Investment Banking
Experience
Oppenheimer & Co. July 2013 - Present
Global Hunter Securities February 2012 - July 2013
Oppenheimer & Co. April 2010 - February 2012
Tortoise Capital Advisors September 2007 - January 2010
Waddell & Reed August 2004 - June 2006
Citigroup Asset Management July 2001 - July 2004
OppenheimerFunds May 2000 - August 2000
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Fixed Income, Portfolio Management, Management, Due Diligence, Asset Management, Capital Markets, Competitive Analysis, Financial Reporting, Trading, Energy Industry, Closed-end Funds, Hedge Funds, Finance, Investment Banking, Bloomberg, Securities, Mutual Funds, Alternative Investments, Private Equity, Energy, Corporate Finance, Business Development, Analysis, Documentations, Forecasting, Mergers & Acquisitions, Financial Analysis, Industry Analysis, People Management, Legal Documentation, IPO, Series 7, Series 63, Series 86, Series 87, Investment Management
Education
London Business School 2001 — 2001
MBA Exchange, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance and Accounting
Yale University 1992 — 1996
BA, Sociology
Topeka High School 1988 — 1992
Oppenheimer & Co. July 2013 - Present
Global Hunter Securities February 2012 - July 2013
Oppenheimer & Co. April 2010 - February 2012
Tortoise Capital Advisors September 2007 - January 2010
Waddell & Reed August 2004 - June 2006
Citigroup Asset Management July 2001 - July 2004
OppenheimerFunds May 2000 - August 2000
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Fixed Income, Portfolio Management, Management, Due Diligence, Asset Management, Capital Markets, Competitive Analysis, Financial Reporting, Trading, Energy Industry, Closed-end Funds, Hedge Funds, Finance, Investment Banking, Bloomberg, Securities, Mutual Funds, Alternative Investments, Private Equity, Energy, Corporate Finance, Business Development, Analysis, Documentations, Forecasting, Mergers & Acquisitions, Financial Analysis, Industry Analysis, People Management, Legal Documentation, IPO, Series 7, Series 63, Series 86, Series 87, Investment Management
Education
London Business School 2001 — 2001
MBA Exchange, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance and Accounting
Yale University 1992 — 1996
BA, Sociology
Topeka High School 1988 — 1992
Samuel Snider Samuel Snider's Tortoise Capital Advisors Experience September 2014 - Present
Job Junior Analyst Business Development at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors September 2014 - Present
Federal Reserve Bank of Kansas City April 2014 - September 2014
Federal Reserve Bank of Kansas City June 2012 - April 2014
O'Reilly Auto Parts February 2012 - May 2012
Education
University of Missouri-Kansas City 2013 — 2014
Master of Science (M.S.), Finance
Drury University 2007 — 2012
BBA, Economics and Finance, 3.96
Tortoise Capital Advisors September 2014 - Present
Federal Reserve Bank of Kansas City April 2014 - September 2014
Federal Reserve Bank of Kansas City June 2012 - April 2014
O'Reilly Auto Parts February 2012 - May 2012
Education
University of Missouri-Kansas City 2013 — 2014
Master of Science (M.S.), Finance
Drury University 2007 — 2012
BBA, Economics and Finance, 3.96
Brent Behrens's Tortoise Capital Advisors Experience May 2005 - Present
Job Director, Financial Operations at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors May 2005 - Present
State Street May 2003 - May 2005
Education
University of Kansas 1998 — 2003
Bachelor of Science (BS), Accounting and Business/Management
Tortoise Capital Advisors May 2005 - Present
State Street May 2003 - May 2005
Education
University of Kansas 1998 — 2003
Bachelor of Science (BS), Accounting and Business/Management
Raven M. Olivarez~Weber Raven M. Olivarez~Weber's Tortoise Capital Advisors Experience October 2010 - Present
Job Senior Operations Analyst
Industry Financial Services
Experience
Tortoise Capital Advisors October 2010 - Present
VSR Financial Services June 2006 - October 2010
Sonic Drive-In 2000 - 2006
Skills
Advent TrustedNetwork, Investment Advisory, Retirement Planning, Customer Service, Microsoft Excel, Portfolio Management, Banking, Series 7, Asset Management, CRM, Financial Analysis, Negotiation, PowerPoint, Research, Insurance, Leadership, Strategic Planning, Series 63, Investments
Education
Park University 2001 — 2005
BA, Finance and Management
Tortoise Capital Advisors October 2010 - Present
VSR Financial Services June 2006 - October 2010
Sonic Drive-In 2000 - 2006
Skills
Advent TrustedNetwork, Investment Advisory, Retirement Planning, Customer Service, Microsoft Excel, Portfolio Management, Banking, Series 7, Asset Management, CRM, Financial Analysis, Negotiation, PowerPoint, Research, Insurance, Leadership, Strategic Planning, Series 63, Investments
Education
Park University 2001 — 2005
BA, Finance and Management
Sally Schoenfeld's Tortoise Capital Advisors Experience June 2011 - June 2011
Job Experienced Associate at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC August 2014 - July 2015
PwC June 2013 - August 2013
Five Elms Capital July 2012 - August 2012
Tortoise Capital Advisors June 2011 - June 2011
Stephanie Waterman Foundation June 2006 - August 2010
Education
The College of William and Mary 2011 — 2014
Bachelor's Degree
DePauw University 2010 — 2011
Undergraduate
Shawnee Mission East High School 2006 — 2010
PwC July 2015 - Present
PwC August 2014 - July 2015
PwC June 2013 - August 2013
Five Elms Capital July 2012 - August 2012
Tortoise Capital Advisors June 2011 - June 2011
Stephanie Waterman Foundation June 2006 - August 2010
Education
The College of William and Mary 2011 — 2014
Bachelor's Degree
DePauw University 2010 — 2011
Undergraduate
Shawnee Mission East High School 2006 — 2010
Julie Pace, CPA Julie Pace, CPA's Tortoise Capital Advisors Experience September 2010 - Present
Job Staff Accountant at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors September 2010 - Present
McGowen, Hurst, Clark & Smith, P.C. January 2003 - May 2009
Skills
Windows, Research, Teaching, Public Speaking, Strategic Planning, Small Business, Depreciation, Personal Tax Planning, Monthly Close, General Ledger, Tax, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, CPA, Financial Accounting, Payroll, Accounts Payable, Personal Income Tax..., Tax Preparation
Education
Illinois State University 1987 — 1989
Bachelor of Science (BS), Accounting
Truman State University 1980 — 1982
Associate's degree, Accounting and Business/Management
Tortoise Capital Advisors September 2010 - Present
McGowen, Hurst, Clark & Smith, P.C. January 2003 - May 2009
Skills
Windows, Research, Teaching, Public Speaking, Strategic Planning, Small Business, Depreciation, Personal Tax Planning, Monthly Close, General Ledger, Tax, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, CPA, Financial Accounting, Payroll, Accounts Payable, Personal Income Tax..., Tax Preparation
Education
Illinois State University 1987 — 1989
Bachelor of Science (BS), Accounting
Truman State University 1980 — 1982
Associate's degree, Accounting and Business/Management
Rachel Enright's Tortoise Capital Advisors Experience October 2012 - Present
Job Business Development Junior Analyst at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors October 2012 - Present
Southeastern Ecology and Evolution Conference March 2012 - March 2012
Clemson University May 2011 - July 2011
The Property and Environment Research Center (PERC) June 2011 - June 2011
AQ Direct May 2009 - August 2009
Maxus Properties, Inc., May 2008 - August 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Software, Stata, ArcGIS, Spanish, Financial Analysis, Marketing Strategy, Analysis
Education
Clemson University 2007 — 2012
BS, Economics & Environmental Natural Resources
The School for Field Studies 2011 — 2011
Rainforest Ecology, Forest Management, Socioeconomic Values of Environmental Policy
Universidad Interamericana de Costa Rica 2010 — 2010
Spanish Language, Sustainable Development, Biological Diversity
Tortoise Capital Advisors October 2012 - Present
Southeastern Ecology and Evolution Conference March 2012 - March 2012
Clemson University May 2011 - July 2011
The Property and Environment Research Center (PERC) June 2011 - June 2011
AQ Direct May 2009 - August 2009
Maxus Properties, Inc., May 2008 - August 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Software, Stata, ArcGIS, Spanish, Financial Analysis, Marketing Strategy, Analysis
Education
Clemson University 2007 — 2012
BS, Economics & Environmental Natural Resources
The School for Field Studies 2011 — 2011
Rainforest Ecology, Forest Management, Socioeconomic Values of Environmental Policy
Universidad Interamericana de Costa Rica 2010 — 2010
Spanish Language, Sustainable Development, Biological Diversity
Andrew Goldsmith Andrew Goldsmith's Tortoise Capital Advisors Experience October 2011 - Present
Job Head of Institutional Sales & Consultant Relations at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors October 2011 - Present
ClearBridge Advisors 2007 - November 2011
The Reserve Funds 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Zurich Scudder Investments 1996 - 1999
Skills
Equity Capital Markets, Alternative Investments, Series 7, Hedge Funds, Master Limited..., Energy Infrastructure, Infrastructure, Series 24, Series 63, Equities, Investment Management, Consultant Relations, Institutional Sales, Endowment Funds, Foundations, Family Offices, Corporate Plans, Public Pension Plans, Pension Funds, Fund Of Funds, Family Office, Asset Allocation, Investments, Private Equity, Asset Management, Portfolio Management, Institutional, Valuation, Pensions, Mutual Funds, Institutional..., Investment Strategies
Education
Haverford College 1991 — 1995
Santa Monica High School
Tortoise Capital Advisors October 2011 - Present
ClearBridge Advisors 2007 - November 2011
The Reserve Funds 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Zurich Scudder Investments 1996 - 1999
Skills
Equity Capital Markets, Alternative Investments, Series 7, Hedge Funds, Master Limited..., Energy Infrastructure, Infrastructure, Series 24, Series 63, Equities, Investment Management, Consultant Relations, Institutional Sales, Endowment Funds, Foundations, Family Offices, Corporate Plans, Public Pension Plans, Pension Funds, Fund Of Funds, Family Office, Asset Allocation, Investments, Private Equity, Asset Management, Portfolio Management, Institutional, Valuation, Pensions, Mutual Funds, Institutional..., Investment Strategies
Education
Haverford College 1991 — 1995
Santa Monica High School
Alexandra (Alex) Herger Alexandra (Alex) Herger's Tortoise Capital Advisors Experience December 2014 - Present
Job Non Executive Director: Tortoise Capital Advisors CEF, Panoro Energy ASA
Industry Oil & Energy
Experience
Tortoise Capital Advisors December 2014 - Present
Panoro Energy October 2014 - Present
Leadership Committee- Women's Oil Council January 2014 - Present
Marathon Oil Corporation April 2014 - July 2014
Marathon Oil November 2008 - March 2014
2010 Class of Leadership Texas - 2010 - 2014
Women's Global Leadership Conference 2010-2012 June 2010 - December 2013
Shell Exploration and Production Co. December 2006 - November 2008
Shell E & P 2004 - 2006
Shell International Exploration & Production 2002 - 2004
Skills
Mineral Exploration, Earth Science, Geology, Deepwater, New Ventures, Oil, Petroleum Geology, Stratigraphy, Upstream, Budgets, Energy Industry, Field Development, Geological Mapping, Geophysics, Risk Management, Sequence Stratigraphy, Petroleum, Energy, Onshore, Sedimentology, Drilling, Gas, Natural Gas, Offshore Drilling, Reserves, Petrophysics, Reservoir Engineering, Reservoir Management, Seismology
Education
University of Houston 1978 — 1980
Graduate studies, Geology
Ohio Wesleyan University 1974 — 1978
BA, Geology
Tortoise Capital Advisors December 2014 - Present
Panoro Energy October 2014 - Present
Leadership Committee- Women's Oil Council January 2014 - Present
Marathon Oil Corporation April 2014 - July 2014
Marathon Oil November 2008 - March 2014
2010 Class of Leadership Texas - 2010 - 2014
Women's Global Leadership Conference 2010-2012 June 2010 - December 2013
Shell Exploration and Production Co. December 2006 - November 2008
Shell E & P 2004 - 2006
Shell International Exploration & Production 2002 - 2004
Skills
Mineral Exploration, Earth Science, Geology, Deepwater, New Ventures, Oil, Petroleum Geology, Stratigraphy, Upstream, Budgets, Energy Industry, Field Development, Geological Mapping, Geophysics, Risk Management, Sequence Stratigraphy, Petroleum, Energy, Onshore, Sedimentology, Drilling, Gas, Natural Gas, Offshore Drilling, Reserves, Petrophysics, Reservoir Engineering, Reservoir Management, Seismology
Education
University of Houston 1978 — 1980
Graduate studies, Geology
Ohio Wesleyan University 1974 — 1978
BA, Geology
Jakob Tobler's Tortoise Capital Advisors Experience June 2015 - Present
Job Junior Analyst at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors June 2015 - Present
Hanson Wells Partners August 2014 - May 2015
Westwood Holdings Group, Inc. June 2014 - July 2014
NEPC August 2012 - May 2014
Allegiant Air June 2011 - August 2012
University of Nevada Las Vegas January 2009 - May 2012
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master’s Degree, Finance
University of Nevada-Las Vegas 2008 — 2012
Bachelor’s Degree, Business Administration
Tortoise Capital Advisors June 2015 - Present
Hanson Wells Partners August 2014 - May 2015
Westwood Holdings Group, Inc. June 2014 - July 2014
NEPC August 2012 - May 2014
Allegiant Air June 2011 - August 2012
University of Nevada Las Vegas January 2009 - May 2012
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master’s Degree, Finance
University of Nevada-Las Vegas 2008 — 2012
Bachelor’s Degree, Business Administration
Jonathan Geiger Jonathan Geiger's Tortoise Capital Advisors Experience June 2010 - October 2010
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - Present
Tortoise Capital Advisors June 2010 - October 2010
JP Morgan Asset Management January 2004 - August 2009
JP Morgan Asset Managent November 1997 - December 2003
Seligman Data Corporation May 1996 - November 1997
Gruntal & Company November 1994 - April 1996
Education
Frostburg State University 1986 — 1990
BA, Finance
Pikesville High School 1982 — 1986
Charles Schwab October 2010 - Present
Tortoise Capital Advisors June 2010 - October 2010
JP Morgan Asset Management January 2004 - August 2009
JP Morgan Asset Managent November 1997 - December 2003
Seligman Data Corporation May 1996 - November 1997
Gruntal & Company November 1994 - April 1996
Education
Frostburg State University 1986 — 1990
BA, Finance
Pikesville High School 1982 — 1986
H. Kevin Birzer's Tortoise Capital Advisors Experience 2002 - Present
Job Chief Executive Officer, Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors 2002 - Present
Fountain Capital Management 1990 - January 2009
Drexel Burnham Lambert 1986 - 1989
F. Martin Koenig & Co. 1983 - 1986
Peat Marwick 1981 - 1983
Skills
Asset Management, Investments, Alternative Investments, Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Private Equity, Fixed Income
Education
New York University 1983 — 1985
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Accounting
Tortoise Capital Advisors 2002 - Present
Fountain Capital Management 1990 - January 2009
Drexel Burnham Lambert 1986 - 1989
F. Martin Koenig & Co. 1983 - 1986
Peat Marwick 1981 - 1983
Skills
Asset Management, Investments, Alternative Investments, Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Private Equity, Fixed Income
Education
New York University 1983 — 1985
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Accounting
David Santacroce's Tortoise Capital Advisors Experience August 2011 - Present
Job Trader at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors August 2011 - Present
General Electric January 2005 - February 2012
Education
Boston College 1997 — 2001
Tortoise Capital Advisors August 2011 - Present
General Electric January 2005 - February 2012
Education
Boston College 1997 — 2001
James Mick's Tortoise Capital Advisors Experience September 2006 - Present
Job Managing Director and Portfolio Manager at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors September 2006 - Present
GE Insurance Solutions July 2003 - August 2006
Ernst & Young LLP 2000 - 2003
Skills
Mutual Funds, Financial Services, Equities, Financial Reporting, Financial Analysis, Public Speaking, Financial Modeling, Alternative Investments, Valuation, Bloomberg, Hedge Funds, Private Equity
Education
The University of Kansas 1994 — 1999
Tortoise Capital Advisors September 2006 - Present
GE Insurance Solutions July 2003 - August 2006
Ernst & Young LLP 2000 - 2003
Skills
Mutual Funds, Financial Services, Equities, Financial Reporting, Financial Analysis, Public Speaking, Financial Modeling, Alternative Investments, Valuation, Bloomberg, Hedge Funds, Private Equity
Education
The University of Kansas 1994 — 1999
Diane Kruse's Tortoise Capital Advisors Experience November 2012 - Present
Job Sr. Financial Writer at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors November 2012 - Present
Waddell & Reed Financial Services September 2009 - November 2012
Ivy Funds, Waddell & Reed September 2009 - November 2012
American Century Investments 1986 - 2008
Skills
Strategic Communications, Series 7, Series 63, Equities, Communication Training, Social Media, Portfolio Management, Communications Planning, Marketing Strategy
Education
University of Iowa 1980 — 1984
ba, english, journalism
Tortoise Capital Advisors November 2012 - Present
Waddell & Reed Financial Services September 2009 - November 2012
Ivy Funds, Waddell & Reed September 2009 - November 2012
American Century Investments 1986 - 2008
Skills
Strategic Communications, Series 7, Series 63, Equities, Communication Training, Social Media, Portfolio Management, Communications Planning, Marketing Strategy
Education
University of Iowa 1980 — 1984
ba, english, journalism
Seth Auld's Tortoise Capital Advisors Experience June 2010 - August 2010
Job Business Analyst at Seaboard Foods
Industry Food Production
Experience
Seaboard Foods October 2014 - Present
Zancanelli Holdings February 2014 - October 2014
McGladrey November 2012 - February 2014
KeyBank Real Estate Capital June 2011 - June 2012
Tortoise Capital Advisors June 2010 - August 2010
Skills
Financial Analysis, Data Analysis, Small Business, Business Analysis, Financial Modeling, Entrepreneurship, Microsoft Excel, PowerPoint, Investments, Project Management
Education
Kansas State University
Bachelor of Science, Finance, Economics
Seaboard Foods October 2014 - Present
Zancanelli Holdings February 2014 - October 2014
McGladrey November 2012 - February 2014
KeyBank Real Estate Capital June 2011 - June 2012
Tortoise Capital Advisors June 2010 - August 2010
Skills
Financial Analysis, Data Analysis, Small Business, Business Analysis, Financial Modeling, Entrepreneurship, Microsoft Excel, PowerPoint, Investments, Project Management
Education
Kansas State University
Bachelor of Science, Finance, Economics
Eric Tesler's Tortoise Capital Advisors Experience June 2010 - September 2010
Job Regional Director/External Wholesaler
Industry Financial Services
Experience
Miller/Howard Investments November 2010 - March 2014
Tortoise Capital Advisors June 2010 - September 2010
John Hancock Funds December 2006 - November 2008
BlackRock July 2003 - November 2006
Dreyfus 2000 - 2002
Skills
Series 7, Series 65, Separately Managed..., Mutual Funds, Closed-end Funds, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investments, Securities, MLPs, Asset Management, Series 63, CIMA, CRPC
Education
University of Michigan 1993 — 1996
BBA, Marketing
Michigan State University
Business Administration
Miller/Howard Investments November 2010 - March 2014
Tortoise Capital Advisors June 2010 - September 2010
John Hancock Funds December 2006 - November 2008
BlackRock July 2003 - November 2006
Dreyfus 2000 - 2002
Skills
Series 7, Series 65, Separately Managed..., Mutual Funds, Closed-end Funds, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investments, Securities, MLPs, Asset Management, Series 63, CIMA, CRPC
Education
University of Michigan 1993 — 1996
BBA, Marketing
Michigan State University
Business Administration
Abel Mojica's Tortoise Capital Advisors Experience 2008 - Present
Job Head of Corporate Development at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors 2008 - Present
Tortoise Capital Resources Corp (public private equity) 2005 - 2008
Kansas City Equity Partners 1999 - 2004
First Chicago Capital Markets 1996 - 1999
Citigroup 1991 - 1994
Skills
Corporate Development, Alternative Investments, Financial Modeling, Investments, Portfolio Management, Private Equity, Equities, Finance, Investment Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
University of Chicago 1987 — 1991
AB, Political Science & Economics
Colegio Internacional de Caracas 1986 — 1987
Campo Alegre School 1979 — 1986
Colegio Nueva Granada
Tortoise Capital Advisors 2008 - Present
Tortoise Capital Resources Corp (public private equity) 2005 - 2008
Kansas City Equity Partners 1999 - 2004
First Chicago Capital Markets 1996 - 1999
Citigroup 1991 - 1994
Skills
Corporate Development, Alternative Investments, Financial Modeling, Investments, Portfolio Management, Private Equity, Equities, Finance, Investment Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
University of Chicago 1987 — 1991
AB, Political Science & Economics
Colegio Internacional de Caracas 1986 — 1987
Campo Alegre School 1979 — 1986
Colegio Nueva Granada
Sherman Pitts's Tortoise Capital Advisors Experience February 2008 - December 2009
Job Lionheart Investment Partners
Industry Investment Management
Experience
Lionheart Investment Partners January 2011 - Present
Tortoise Capital Advisors February 2008 - December 2009
Scout Investment Advisors 2003 - 2008
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Florida Agricultural and Mechanical University 1978 — 1982
Bachelor's Degree, Accounting, Magna Cum Laude
Lionheart Investment Partners January 2011 - Present
Tortoise Capital Advisors February 2008 - December 2009
Scout Investment Advisors 2003 - 2008
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Florida Agricultural and Mechanical University 1978 — 1982
Bachelor's Degree, Accounting, Magna Cum Laude
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY