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*
Portfolio Manager

Stephen Pang, CFA*
Portfolio Manager

Adam Peltzer, CFA*
Director and Investment Analyst

Braden Cielocha, CFA*
Director

Kevin M. Brown, CFA
Vice President

Brett Castelli, CFA
Vice President

Evan Lang
Research Analyst

Nicholas Hense
Junior Analyst

Richard J. Hield
Research Analyst

Chris Ottinger
Junior Analyst

Jakob Tobler
Research 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
Trader

   

 

*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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