About

David Marshall is a regional vice president in the private client group at Tortoise, covering the wirehouse, independent and registered investment adviser channels in the Southeast region of the U.S. He has more than 13 years of experience in the financial services industry. Previously, David was a regional vice president for Deutsche Asset & Wealth Management, covering the Southeast region. He has worked exclusively with registered investment advisers, trust banks and family offices, distributing mutual funds, ETFs and private equity strategies. David also has experience as a senior internal wholesaler at John Hancock Investments and Van Kampen Investments. He has a Bachelor of Science in business marketing from Illinois State University and a Master of Business Administration from St. Xavier University. David holds Series 6, 7, 63 and 65 licenses and has completed the CAIA Fundamentals of Alternative Investments program. He currently resides in Orlando, Fla. with his wife and two boys. David is a volunteer coach for I9 sports of Central Florida and enjoys cheering on his Chicago teams. In his spare time, he loves spending time with family and competing on the golf course.

Tortoise

11550 Ash Street, Suite 300

Leawood, KS 66211

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