Jason McElwee*

Managing Director – Distribution

Leawood, KS

About

Mr. McElwee is the managing director of distribution at Tortoise, where he leads the sales efforts through private client, family office, institutional and consultant channels. He also serves an integral role in product positioning and platform placement. He not only develops new opportunities, but also deepens existing business relationships through a solutions-based consultative sales approach. The team provide clients the most efficient access to Tortoise strategies through SMAs, closed-end, open end, interval, private and exchange traded funds as well as variable insurance portfolios. Mr. McElwee’s background includes more than two decades of experience providing wealth advice and generating sales within the financial services industry. Mr. McElwee is a co-founder of Mariner Wealth Advisors, where he led the efforts of the business development and retirement plan services teams. Before leaving to found Mariner, Mr. McElwee spent more than 13 years at A.G. Edwards. Mr. McElwee has a Bachelor of Business Administration degree in marketing from Pittsburg State University and remains active in the community. He has served on the board of directors of several organizations, including Marillac, the Salvation Army, the United Way, the YMCA, the Chamber of Commerce and the Government Review Council. He is a current board member of Band of Angels. In 2007, Mr. McElwee was recognized as a Five-Star Wealth Manager by K.C. Magazine. This award is given to less than 3% of the wealth managers in the Kansas City area, and it is based on overall client satisfaction.

*Equity owner in Tortoise

Jason McElwee

11550 Ash Street

Leawood, KS 66211

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