Mark Kavolius, CIMA®

Client Portfolio Manager Product Specialists


Mr. Kavolius joined Bradford & Marzec, now part of Tortoise Credit Strategies in 2010. He supports the firm’s relationships with clients, prospects, institutional consultants and financial advisors. Mr. Kavolius has more than 23 years of industry experience and previously served as director of sales and marketing for Stonebridge Advisors. He also worked in senior sales and marketing positions at Mellon Financial, Dreyfus Investments and Liberty Financial. Mr. Kavolius holds a Bachelor of Science degree in business management from the University of Massachusetts and has earned the CIMA designation from the Wharton School of Business through IMCA. He is also a member of the editorial board for the IMCA publication “Investments and Wealth Monitor.”


5100 W. 115th Place

Leawood, KS 66211

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