Our People

 

Energy

Securities Team

Matthew Sallee, CFA*
Senior Managing Director and Portfolio Manager - Energy

Brian Kessens, CFA*
Managing Director and Portfolio Manager - Energy

James Mick, CFA*
Managing Director and Portfolio Manager - Energy

Robert Thummel*
Managing Director and Portfolio Manager - Energy

Brett Jergens, CFA, CFP*
Director and Portfolio Manager -Energy

Stephen Pang, CFA*
Director and Portfolio Manager - Energy

Braden Cielocha, CFA*
Director and Investment Analyst - Energy

Nick Holmes, CFA*
Director and Investment Analyst - Energy

Adam Peltzer, CFA*
Director and Investment Analyst – Energy

Kevin M. Brown, CFA
Vice President and Research Analyst - Energy

Brett Castelli, CFA
Vice President and Research Analyst - Energy

Richard J. Hield
Research Analyst - Energy

Evan Lang
Research Analyst - Energy

Jakob Tobler
Research Analyst - Energy

Nicholas Hense
Junior Analyst - Energy

Chris Ottinger
Junior Analyst - Energy

   

Trading Team

Kyle Krueger, CFA, CIPM*
Managing Director - Trading Operations

David Santacroce, CFA*
Vice President and Senior Trader

Dan Woestendick
Vice President and Trader

Michelle McNitt
Trader

   
 

Credit

 

Brad Beman, CFA*
Managing Director and Chief Investment Officer - Credit and Direct Lending

N. Graham Allen, FCMA®, CGMA®*
Director and Senior Portfolio Manager - International Credit

Jeffrey Brothers, CFA*
Director and Senior Portfolio Manager - Securitized

Gregory Haendel, CFA*
Director and Senior Portfolio Manager – Investment Grade Credit

Christian A. Bleszinski, CFA*
Vice President and Portfolio Manager - Private Wealth Credit

John Heitkemper, CFA*
Vice President and Portfolio Manager - High Yield and Leveraged Loans

Michael Sanchez*
Portfolio Manager – Securitized and Direct Lending

Jason Sharpe, CFA*
Vice President and Portfolio Manager - Investment Grade Credit

Garey Fuqua*
Senior Portfolio Manager and Team Lead – Social Infrastructure and Direct Lending

John Wlodek*
Vice President and Group Lead – Credit Research

Sean Dixon, CFA*
Vice President and Senior Research Analyst - Credit

Osaze Romany
Surveillance Analyst - Direct Lending

Sandra Matthews*
Vice President and Senior Research Analyst - Direct Lending

Andrew Kim, CFA
Vice President and Senior Research Analyst - Credit

Eric Goto, CFA
Research Analyst - Credit

Joseph Novelli
Research Analyst – Credit

Beth C. Digati
Senior Trader – High Yield and Leveraged Loans

Gordon Drobny
Trader – Private Wealth Credit

Adam Patros, CFA
Research Analyst - Credit

   
 

Clean Energy and Infrastructure

 

Jerry G. Polacek, CFA*
Managing Director and Group Lead – Clean Energy and Infrastructure

Matthew S. Ordway*
Managing Director – Clean Energy and Infrastructure

Prashanth K. Prakash, CFA*
Director – Clean Energy and Infrastructure

 

Direct Lending

 

Garey Fuqua*
Senior Portfolio Manager and Team Lead – Social Infrastructure and Direct Lending

Sandra Matthews*
Vice President and Senior Research Analyst - Direct Lending

Brad Beman, CFA*
Managing Director and Chief Investment Officer - Credit and Direct Lending

Jeremy Goff*
Managing Director - Direct Lending

Osaze Romany
Surveillance Analyst - Direct Lending

Michael Sanchez*
Portfolio Manager – Securitized and Direct Lending

Emmanuel Emah-Emeni
Analyst

   
 

Passive

 

Matthew Weglarz, CFA*
Director and Portfolio Manager - Passive

Thomas Hiller
Index Analyst

 

 

*Equity owner in Tortoise
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Firm Overview (At 3/31/2018)

    • Assets
      Approximately $18.5 billion under advisement 
    • Founded
      2002
    • Employees
      152
    • Locations

      Leawood, KS
      New York, NY
      Los Angeles, CA
      Wilton, CT
      Grand-Duchy of Luxembourg

 

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This material should not be relied upon as investment, tax or legal advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.

Tortoise's family of advisers includes Tortoise Capital Advisors, L.L.C., Tortoise Credit Strategies, LLC and Tortoise Index Solutions, LLC.

You are now leaving Tortoise website and are going to a website that is not operated by Tortoise and its affiliated companies. We are not responsible for the presentation of information on this site. If you select Continue, please note: The articles on the third-party websites contain the opinions of the author(s) and those interviewed by the author(s) but not necessarily those of the advisor, funds or distributor. The articles are distributed for educational purposes and should not be considered investment advice, an offer of any security for sale, or a recommendation of any particular security, strategy or investment product.


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You are now leaving Tortoise website and are going to a website that is not operated by Tortoise and its affiliated companies. We are not responsible for the presentation of information on this site. If you select Continue, please note: The articles on the third-party websites contain the opinions of the author(s) and those interviewed by the author(s) but not necessarily those of the advisor, funds or distributor. The articles are distributed for educational purposes and should not be considered investment advice, an offer of any security for sale, or a recommendation of any particular security, strategy or investment product.


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