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Current Employers
Tortoise Investment Management, Llc

2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-01
NY RA APPROVED 2022-12-12
  • CT RA
    APPROVED
    Since 2024-11-01
  • NY RA
    APPROVED
    Since 2022-12-12

Branch Locations

2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States

Stamford, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tortoise Investment Management, Llc White Plains NY 07/2022 Present
Williams College Williamstown MA 02/2020 12/2021
Spring Street Market Williamstown MA 04/2022 04/2022
Bedford Golf & Tennis Club Bedford NY 05/2016 09/2020
Empire Swim School Tarrytown NY 09/2016 06/2018
Williams College Williamstown MA 09/2018 06/2022
John Jay High School Cross River NY 09/2014 06/2018
  • 07/2022 → Present
    White Plains, NY
  • 02/2020 → 12/2021
    Williams College
    Williamstown, MA
  • 04/2022 → 04/2022
    Spring Street Market
    Williamstown, MA
  • 05/2016 → 09/2020
    Bedford Golf & Tennis Club
    Bedford, NY
  • 09/2016 → 06/2018
    Empire Swim School
    Tarrytown, NY
  • 09/2018 → 06/2022
    Williams College
    Williamstown, MA
  • 09/2014 → 06/2018
    John Jay High School
    Cross River, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-10
  • S65 Uniform Investment Adviser Law Examination
    2022-12-10

View on SEC IAPD

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