Our People

 

Jason McElwee

Jason McElwee*
Managing Director – Distribution

Mr. McElwee is the managing director of distribution at Tortoise, where he leads the sales efforts through private client, family office, institutional and consultant channels. He also serves an integral role in product positioning and platform placement. He not only develops new opportunities, but also deepens existing business relationships through a solutions-based consultative sales approach. The team provide clients the most efficient access to Tortoise strategies through SMAs, closed-end, open end, interval, private and exchange traded funds as well as variable insurance portfolios.

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 of 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 Marillac, the Salvation Army, the United Way, the YMCA, the Chamber of Commerce and the Government Review Council. He is a current board member of Band of Angels. 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 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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