Our People

 

Jason McElwee

Jason McElwee*
Managing Director – Distribution

Mr. McElwee is the managing director of distribution at Tortoise, where he focuses on driving growth for the firm. He is responsible for managing the external sales efforts, developing new opportunities and deepening existing business relationships. Mr. McElwee maintains a particular focus on providing solutions to solve the challenges of financial intermediaries and their clients – challenging advisors to venture outside the traditional “nine-box” approach to asset allocation.

Mr. McElwee’s background includes more than two decades of experience providing wealth advice and generating sales within the financial services industry. Mr. McElwee is a co-founder and previously served as a senior wealth advisor at Mariner Wealth Advisors, where he led the efforts of the business development and retirement plan services teams. Before leaving to found Mariner, Mr. McElwee spent more than 13 years at A.G. Edwards.

Mr. McElwee has a Bachelor of Business Administration degree in marketing from Pittsburg State University and remains active in the community. He has served on the board of directors of several organizations, including the Salvation Army, the United Way, the YMCA, the Chamber of Commerce and the Government Review Council. In 2007, Mr. McElwee was recognized as a Five-Star Wealth Manager by K.C. Magazine. This award is given to less than 3% of the wealth managers in the Kansas City area, and it is based on overall client satisfaction.

*Equity owner in Tortoise
 

Firm Overview (At 4/30/2018)

    • Assets
      Approximately $19.6 billion under management 
    • Founded
      2002
    • Employees
      156
    • Locations

      Leawood, KS
      New York, NY
      Los Angeles, CA
      Wilton, CT
      Grand-Duchy of Luxembourg

 

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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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