David Marshall
Regional Vice President at Tortoise Capital Advisors, L.L.C.
About
David Marshall is Vice President at Tortoise Capital Advisors, L.L.C., based in Orlando, Florida. In this role, he is responsible for managing institutional client relationships and supporting strategic investment initiatives within the firm, with a particular focus on energy infrastructure and sustainable assets. Tortoise Capital Advisors is well-known for its expertise in listed and private investments across energy, water, and environment-related sectors.
David specializes in the midstream energy, utilities, and infrastructure sectors, helping clients navigate investments in master limited partnerships (MLPs), renewables, and ESG-focused portfolios. He is recognized for his in-depth market knowledge and ability to provide tailored investment solutions designed to capitalize on sector trends and regulatory shifts.
With over two decades of experience in investment management, David holds the CIMA® designation and is known for his rigorous client-first approach. His notable achievements include driving growth in assets under management and being a thought leader in educating clients on the evolving opportunities within energy transition and sustainability investing. He is a frequent contributor to industry panels and publications on infrastructure and energy markets.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Tortoise Capital | Regional Vice President | Jan 2015 to Present | Regional Vice President for Southeast Region covering Broker-Dealers, Independents, RIA's & Bank Trust Companies distributing Mutual Funds, SMAs, ETFs & Private Equity. | 
| Montage Investments-Tortoise Capital | Regional Vice President | Jan 2015 to Jan 2017 | Regional Vice President for Southeast Region covering Broker-Dealers, Independents, RIA's & Bank Trust Companies. | 
| Deutsche Asset & Wealth Management | Regional Vice President | Jun 2012 to Jan 2015 | Southeast external wholesaler working with independent RIAs and Bank Trust Companies. Help assist with due diligence process on 40 Act Funds, ETFs, and Private Equity. | 
| DWS Investments | Regional Sales Respresentative | Jun 2010 to Jun 2012 | Responsible for building and maintaining working relationships with Independent RIA & Bank Trust Companies. Work with upmarket multi & single family offices across midwest and northeast territories. | 
| John Hancock Financial Services | Retirement Plan Sales Associate | Jan 2009 to May 2010 | — | 
| Van Kampen Investments | Sales Consultant | Jun 2004 to Dec 2008 | — | 
| Zurich Direct | Senior Account Executive | Feb 1999 to Mar 2003 | — | 
Education
Saint Xavier University
MBA, Financial Planning
2006 — 2008
Illinois State University
BS, Business Marketing
1994 — 1998
Others at Tortoise Capital Advisors, L.L.C. (11)
| Name | Role | Location | 
|---|---|---|
| BBill Adams | Director and investment analyst | St. Louis, MO , United States | 
| Managing Director | Leawood, KS , United States | |
| Senior Managing Director | Stilwell, KS , United States | |
| Vice President | Kansas City, MO , United States | |
| Managing Director, Head of Strategic Relationships | New York, NY , United States | |
| Junior Analyst | Overland Park, KS , United States | |
| EEvan Raynsford | Research Analyst | Kansas City, MO , United States | 
| Summer Analyst | Kansas City, MO , United States | |
| Vice President - Accounting Manager | Overland Park, KS , United States | |
| MMark Peterson | Regional Vice President, Private Client Group | Leawood, KS , United States |