Distribution

 

Jason McElwee*, AIF®
Managing Director - National Sales

   

Corporate Development

Andrew Goldsmith*
Director, Head of Institutional Sales and Consultant Relations

Kyle Vanourny, CFA*
Director

 

Private Client Group

Ryan Holloman, AAMS®
Director, National Sales

Michael Pappas, CFA
RVP, Private Client Group – Northeast

Steve Graves, CAIA®
Consultant, Private Client Group – Northwest

Stuart Bahnmuller
RVP, Private Client Group – Mid-Atlantic

David Perkes, CIMA®
RVP, Private Client Group – Southwest

Benjamin Price
Consultant, Private Client Group – South Central

Matthew Fitzgerald*
RVP, Private Client Group – Central Plains

William Wolfe
RVP, Private Client Group – New England

Brian Price, CIMA®
Consultant, Private Client Group – Central Plains

Joe Flores*, CAIA®
RVP

Mark Peterson
AVP, Private Client Group – East

Jacob Robertson
Consultant, Private Client Group – New England

Brian J. Kilar, AIF®
RVP, Private Client Group – North Central

Tony Schuetz
AVP, Private Client Group – West

Adam Smith
Consultant, Private Client Group – Southwest

Eric Lowell, CFP
RVP, Private Client Group – Northwest

Nathan Biggerstaff
Consultant, Private Client Group – Southeast

Rickey Gallagher
Business Analyst

David Marshall
RVP, Private Client Group – Southeast

Samuel Carr
Consultant, Private Client Group – North Central

David Ward
Salesforce Administrator

Matthew Mudd, CIMA®, CPWA®
RVP, Private Client Group – South Central

Jacob Ford
Consultant, Private Client Group – Northeast


International

David Berenger
Vice President – European Development

   

Strategic Client Group

Michael S. McKeigue*, CIMA®, CPWA®, CRPC®
Managing Director, Strategic Client Group

Craig Fisher
Vice President, Strategic Client Group

Alexis Pickard
Vice President, Strategic Client Group

 

Emily Scott
Business Analyst

   

 

*Equity owner in a Tortoise entity

 
 

Firm Overview (At 1/31/2018)

  • Assets
    Approximately $16.7 billion under management
  • Founded
    2002
  • Employees
    88
  • World Headquarters

    Kansas City

 

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