Our People

 

Steve Graves

Steve Graves, CAIA®
Consultant – Northwest

Steve Graves 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 Northwest 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.

 

Firm Overview (At 7/31/2018)

 

2

3

4

5

6

7

8

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.


Close   Continue

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.


Close   Continue