Alexis Pickard

Alexis Pickard is a director with the firm's Strategic Client Group. She works to strategically and tactically improve key account relationships and drive platform placement for the firm’s various investment products. To do so, she defines and prioritizes broker/dealer support lists, develops communication strategies and executes business plans to increase assets, revenue and market share. Previously, Alexis was a marketing associate at Tortoise Capital Advisors, where she prepared and maintained marketing and sales materials and assisted the business development, marketing and communications departments with creating materials, producing reports and responding to investor inquiries. Before she joined Tortoise, Alexis worked as a mutual fund product specialist at Hilliard Lyons, as a marketing coordinator at The Hartford and as a client relationship associate at The Vanguard Group. Alexis has a Bachelor of Arts degree in communications and journalism from Shippensburg University of Pennsylvania. She has passed the Series 6, 63 and 65 exams.