Corporate/Retail Development

Edward Russell*
Senior Managing Director


Corporate Development

Abel Mojica III*
Managing Director

Andrew Goldsmith*
Director, Head of Institutional Sales and Consultant Relations

Kyle Vanourny, CFA*

Retail Development

Jason McElwee*, AIF®
Managing Director - National Sales

Stuart Bahnmuller
Regional Vice President – Mid-Atlantic

Matthew Fitzgerald*
Regional Vice President – Central Plains

Joe Flores*, CAIA®
Regional Vice President – North Central, Ohio Valley

Eric Lowell, CFP
Regional Vice President – Northwest

David Marshall
Regional Vice President – Southeast

Matthew Mudd, CIMA®, CPWA®
Regional Vice President – South Central

Michael Pappas, CFA
Regional Vice President – Northeast

David Perkes, CIMA®
Regional Vice President – Southwest

William Wolfe
Regional Vice President – New England

Ryan Holloman, AAMS®
Vice President, Internal Sales

Mark Peterson
Associate Vice President

Tony Schuetz
Associate Vice President

Nathan Biggerstaff
Regional Consultant

Samuel Carr
Regional Consultant

Patrick Fletcher
Regional Consultant

Jacob Ford
Regional Consultant

Steve Graves, CAIA®
Regional Consultant

Benjamin Price
Regional Consultant

Brian Price, CIMA®
Regional Consultant

Jacob Robertson
Regional Consultant

Adam Smith
Regional Consultant

Rickey Gallagher
Business Analyst


Strategic Client Group

Michael S. McKeigue*, CIMA®, CPWA®, CRPC®
Managing Director, Strategic Client Group

Craig Fisher
Vice President, Strategic Client Group

Alexis Pickard
Vice President, Strategic Client Group

Vincent Rupp
Vice President, Strategic Client Group


Product Specialists

Gregory D. Murphy, CFA*
Director, Institutional Client Portfolio Manager

Brian Sulley, CFA*
Director, Client Portfolio Manager

Brett Generaux
Business Intelligence Specialist


*Equity owner in a Tortoise entity