Our People

 

 

Connie Savage, CPA*
Senior Managing Director and Chief Operating Officer

Chris Owens
Benefits Manager

 

Financial Operations - Funds

P. Bradley Adams*
Managing Director – Financial Operations

Ryan Channell*
Vice President - Financial Operations

Courtney Gengler, CPA
Vice President - Accounting and Financial Reporting

Sean Wickliffe
Financial Operations Analyst

   

Tax

Shobana Gopal, CPA*
Director – Tax

Jennifer Black, CPA
Vice President - Tax

Jimmy Carroll
Tax Associate

Corporate Accounting

Brent Behrens, CFA*
Director and Controller

John Davenport
Staff Accountant

Laura Fray, CPA
Vice President and Assistant Controller

Julie Pace, CPA*
Vice President and Accounting Manager

Stephanie Tobis
Accounting Associate

 

Operations

Raven Olivarez-Weber*
Vice President and Operations Manager – Energy

Neal Braswell
Vice President and Operations Manager – Credit

Kelly Schuetz
Senior Operations Specialist

Kevin Morin
Operations Analyst

Tyler Watt
Senior Operations Analyst

Christopher Barrero
Operations Analyst

Ron Corpuz
Supervisor of Portfolio Administration/Systems

Brian Paur
Operations Analyst

Katelyn Edgar
Operations Analyst – SMA Direct Placements 

Compliance

Diane M. Bono*
Managing Director and Chief Compliance Officer

Tracy Mackey
Senior Compliance and Regulatory Counsel

Jason Rall, IACCP®*
Chief Compliance Officer – Credit and Social Infrastructure

Gordon Taylor, CRCP
Vice President – Compliance

Jill Henry
Compliance Assistant

Kelsie Thomas
Compliance Associate

Katie Elliott
Compliance and Regulatory Counsel

   

Information Technology

Gary Walborn*
Director – Information Technology

Brian Bishop
Software Development Manager

Daniel Ash, CCNA, CCDA
Senior Network Engineer

Steve Mariani, MCTS
Systems Administrator

   

Business Intelligence

Brett Generaux
Vice President and Business Intelligence Specialist

Karen Dolasky
Business Intelligence Developer

Kimberly Giuliani, CPA
Data Specialist

Matthew Rose, CFA® 
Business Analyst Specialist

   

Human Resources

Linda Hosler
Director of Human Resources

Karen Hannaford
Compensation Analyst

Kayla White, PHR
Human Resources Business Partner

Chris Owens
Benefits Manager

   

Firm Support

Lisa Rebel
Vice President and Administrative Support Manager

Emily Etue
Office Support Specialist

Diane Kroh
Office Administrator

Shannon Marsh
Executive Assistant – Distribution

Christy Nelson
Portfolio Administrator

Lisa Sirna
Senior Executive Assistant

Patty Steck
Executive Assistant – Strategic Investment

   

 

*Equity owner in Tortoise
 

Firm Overview (At 9/30/2018)

 

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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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