Tortoise is an independent investment advisor located in White Plains, New York that currently has over $1 billion in assets under management. We provide comprehensive financial planning and investment management advice to wealthy families and individuals across the country. Our investment philosophy emphasizes asset allocation, risk management, and a conservative, long-term approach. 

Our financial advice often touches all major financial areas of our clients’ lives. We believe that it is more important to maximize the probability of having enough money rather than striving to have the most money as our clients navigate their lifetime milestones. 

Our constant dedication to putting our clients first is the foundation of our extremely strong client relationships.

Investment Management

Tortoise Investment Management LLC

Tortoise Investment Management LLC's headquarters in White Plains, NY, United States

Justin Singer

Riva Roloff

Claire Brennan

Tessa Shore

Rochelle Yankwitt

Brendan Blaney

Andrea Turley

The Operations Team at Tortoise Investment Management LLC plays a crucial role in ensuring the smooth execution of investment strategies and client services. This team is responsible for optimizing operational processes, managing technology systems, and enhancing efficiency across the organization. With a focus on risk management and client-centric solutions, the Operations Team supports the firm’s commitment to delivering high-quality financial planning and investment advice to its clients.

Operations Team

The Client Services and Support team at Tortoise Investment Management LLC plays a vital role in fostering strong relationships with clients by ensuring their needs are met and their inquiries are addressed promptly. This team manages communications, coordinates financial planning services, and supports client advisors in delivering tailored investment strategies, all while upholding the firm’s commitment to excellent service and client satisfaction. Their collaborative efforts help clients navigate their financial journeys with confidence and clarity.

Tortoise Investment Management LLC

Org chart

Teams

Operations Team

Client Services and Support

Offices

Tortoise Investment Management LLC

Org chart

Teams

Operations Team

Client Services and Support

Offices

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