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David Marshall

David Marshall

Regional Vice President at Tortoise Capital Advisors, L.L.C.

Orlando, FL , United States

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

OrganizationRoleDate RangeDetails
Tortoise CapitalRegional Vice PresidentJan 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 CapitalRegional Vice PresidentJan 2015 to Jan 2017
Regional Vice President for Southeast Region covering Broker-Dealers, Independents, RIA's & Bank Trust Companies.
Deutsche Asset & Wealth ManagementRegional Vice PresidentJun 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 InvestmentsRegional Sales RespresentativeJun 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 ServicesRetirement Plan Sales AssociateJan 2009 to May 2010
Van Kampen InvestmentsSales ConsultantJun 2004 to Dec 2008
Zurich DirectSenior Account ExecutiveFeb 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)

NameRoleLocation
B
Bill Adams
Director and investment analystSt. Louis, MO , United States
Brian Sulley
Brian Sulley
Managing DirectorLeawood, KS , United States
Ed Russell
Ed Russell
Senior Managing DirectorStilwell, KS , United States
Erik Tyler
Erik Tyler
Vice PresidentKansas City, MO , United States
Kristin Douglass
Kristin Douglass
Managing Director, Head of Strategic RelationshipsNew York, NY , United States
Alexander Downing
Alexander Downing
Junior AnalystOverland Park, KS , United States
E
Evan Raynsford
Research AnalystKansas City, MO , United States
Joe Thummel
Joe Thummel
Summer AnalystKansas City, MO , United States
Julie Pace
Julie Pace
Vice President - Accounting ManagerOverland Park, KS , United States
M
Mark Peterson
Regional Vice President, Private Client GroupLeawood, KS , United States
Showing 1-10 of 11 team members