Our People

 

Adam Smith

Adam Smith
Consultant – Southwest

Adam Smith is a regional consultant in the private client group at Tortoise. His responsibilities include developing the sales channel for the firm’s products in the Southwest region. Previously, Adam was the assistant vice president of intermediary sales at Scout Investments for the Southeast. He has more than 15 years of financial services experience. His prior experience includes serving as an internal wholesaler in the Wirehouse and IBD channels at Ivy Funds and owning a small business. Adam has a Bachelor of Science in business administration from Missouri State University and holds Series 7 and 66 licenses. He spends most of his free time with his wife and daughter, and he enjoys Kansas City sports and playing the occasional round of golf.

 

Firm Overview (At 7/31/2018)

 

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You are now leaving Tortoise website and are going to a website that is not operated by Tortoise and its affiliated companies. We are not responsible for the presentation of information on this site. If you select Continue, please note: The articles on the third-party websites contain the opinions of the author(s) and those interviewed by the author(s) but not necessarily those of the advisor, funds or distributor. The articles are distributed for educational purposes and should not be considered investment advice, an offer of any security for sale, or a recommendation of any particular security, strategy or investment product.


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