Managing Directors

 

H. Kevin Birzer, CFA*
Chief Executive Officer and Co-Founder

Gary P. Henson, CFA*
President

Michelle R. Kelly, CFA*
Senior Managing Director

Edward Russell*
Senior Managing Director

Matthew Sallee, CFA*
Senior Managing Director and Portfolio Manager

Connie Savage, CPA*
Senior Managing Director

P. Bradley Adams*
Managing Director

Diane M. Bono*
Managing Director, Chief Compliance Officer

Jeremy Goff*
Managing Director

Brian Kessens, CFA*
Managing Director and Portfolio Manager

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

Jason McElwee*, AIF®
Managing Director - National Sales

James Mick, CFA*
Managing Director and Portfolio Manager

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

Brent Newcomb*
Managing Director

Robert Thummel*
Managing Director and Portfolio Manager

Matthew S. Ordway
Managing Director

Jerry G. Polacek, CFA
Managing Director and Group Head

Brad Beman, CFA*
Chief Investment Officer - Credit

   

 

*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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