Jeffrey Lovell

Co-Chairman of Lovell Minnick Partners Board of Directors

About

Mr. Jeffrey Lovell is co-chairman of Lovell Minnick Partners and co-founded the firm in 1999. He co-chairs the firm’s board of managers and is a member of the investment committee. Prior to the founding of LMP, he co-founded Putnam Lovell Group Inc. in 1987. In his years at Putnam Lovell, Mr. Lovell served as president and vice chairman through its development from a single office, M&A advisory firm to a full-service investment bank with over 150 employees serving financial institutions worldwide from offices in the U.S. and U.K. Putnam Lovell became widely recognized as a prominent boutique firm in global financial services and Mr. Lovell served as the senior investment banker on numerous mergers and acquisitions. Prior to the founding of Putnam Lovell from 1976 through 1987, he held executive positions at SEI Investments (NASDAQ: SEIC) including managing director of SEI Financial Services (U.K.), Western division manager and senior vice president of National Sales. Mr. Lovell is a member of the board of directors of Tortoise Investments, Matthews International Capital Management LLC, Mercer Advisors Inc., 361 Capital LLC and Trea Asset Management. He is a board member emeritus of the Leeds School of Business at the University of Colorado and, most recently, was a member of the investment committee of the University of Colorado Foundation for over a decade. Other prior board positions include Duff & Phelps Corporation, Leerink Partners Holdings LLC, and Stein Roe Investment Counsel LLC. Mr. Lovell earned a Bachelor of Science degree in business administration, cum laude in Finance, from the Leeds School of Business at University of Colorado.

Tortoise

11550 Ash Street, Suite 300

Leawood, KS 66211

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