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

Justin Singer

Stephen F.

Michael Dellamedaglia

Claire Brennan

Vicki Crisalli

Tessa Shore

Rochelle Yankwitt

Brendan Blaney

Andrea Turley

Riva Roloff

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

Client Services and Support

Operations Team

About

Team members

Other teams at Tortoise Investment Management LLC

Client Services and Support