Tortoise Investment Management LLC
Andrea Turley (Remec), CPWA®, currently serves as Director at Tortoise Investment Management LLC since July 2013. Previously, Andrea held roles as Senior Associate, Associate, and Analyst at the same company. Andrea also completed an internship at Tortoise Investment Management LLC in 2012. Andrea obtained a Bachelor of Arts in Economics from Williams College in 2013, after attending Bates College in 2009-2010 and Notre Dame High School from 2005-2009. Andrea is a member of the firm's Investment Committee, managing client portfolios through Fidelity Wealthscape and Schwab Advisor Center, and conducts financial planning discussions with clients.
This person is not in any offices
Tortoise Investment Management LLC
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.