About

Steve Graves is a consultant in the private client group at Tortoise. His responsibilities include developing the sales channel for the firm’s products in the South Central region. Previously, Steve was a financial adviser at both Oppenheimer and Waddell & Reed, where he worked to develop comprehensive financial plans for clients with a focus on evaluating and selecting investments to help them achieve their goals. He has more than 13 years of sales experience, including three years of experience in the financial services industry. Steve attended Wichita State University before serving aboard a Trident submarine in the U.S. Navy. He holds Series 7 and 66 licenses as well as the Chartered Alternative Investment Analyst (CAIA®) designation.

Steve Graves, CAIA®

11550 Ash Street

Leawood, KS 66211

Find a Product

View All Products