Tortoise Investment Management LLC
Vicki Crisalli, CFA, CPWA® is a Director at Tortoise Investment Management LLC. Prior to their current role, Vicki held positions at Wells Fargo as a Senior Investment Strategist and at J.P. Morgan in various investment-related roles, including Investment Specialist/Executive Director and Portfolio Manager. Vicki has extensive experience managing assets for high net worth individuals, trusts, and foundations, and has a strong educational background with a Bachelor of Science in Management from Tulane University.
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.