Sign in

You're signed outSign in or to get full access.

Jacob Ford

Jacob Ford

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

Lee's Summit, MO , United States

About

Jacob Ford serves as Regional Vice President at Tortoise Capital Advisors, based in Lee's Summit, Missouri. In this capacity, he is responsible for developing and managing the sales channel for the firm's investment products, focusing on clients and partners across the Northeast region. His core duties include expanding relationships with intermediaries and institutional investors, as well as supporting the private client group with tailored solutions.

Ford specializes in sectors related to energy infrastructure, the energy transition, and other essential real asset investments—a primary focus of Tortoise Capital Advisors and TortoiseEcofin. He brings over a decade of industry experience, advising on and distributing investment solutions across public and private markets, particularly emphasizing energy, utilities, and socially impactful assets.

Before assuming his current role in 2021, Ford held positions as Associate Vice President of Business Development at TortoiseEcofin and as a consultant in the firm's Private Client Group. He earned his degree in Economics from the University of Missouri-Kansas City and holds the Chartered Alternative Investment Analyst (CAIA®) designation.

Career History

OrganizationRoleDate RangeDetails
Tortoise CapitalRegional Vice PresidentJan 2021 to Present
TortoiseEcofinAssociate Vice President, Business DevelopmentJan 2020 to Present
TortoiseConsultant - Private Client GroupJan 2015 to Jan 2020
I am a Consultant in the Private Client Group at Tortoise. My goal is to develop the sales channel for Tortoise by working with wealth managers in the RIA, wirehouse, independent, and bank/trust chann...
Merrill EdgeAssistant Vice President; Financial Solutions AdvisorSep 2013 to Jan 2015
American Century InvestmentsInternal WholesalerJun 2011 to Jul 2012
American Century InvestmentsInternal Sales RepresentativeSep 2010 to Jun 2011
American Century InvestmentsInvestment Consultant - AcquisitionsOct 2008 to Mar 2011
H&R Block Financial AdvisorsFinancial AdvisorJan 2006 to Oct 2008

Education

University of Missouri-Kansas City

Economics

Skills & Expertise

Alternative Investments
Series 63
Financial Advisory
Certified Financial
Fixed Annuities
Salesforce.com
Economics
Fixed Income
Bonds
Retirement Planning
Sales
Judicial
Portfolio Management
Investments
Bloomberg
Series 6
Finance
401k
Cmfc
Series 66
Investment Advisory
Asset Allocation
Asset Managment
Financial Services
Equities
Morningstar
Mutual Funds
FINRA
Strategic Financial Planning
Investment Strategies
Morningstar Direct
Microsoft Excel
Certified Financial Planner
Attorney
Customer Service
Strategic Financial
Retirement
Series 7
Securities
Investment Management

Others at Tortoise Capital Advisors, L.L.C. (24)

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
Greg Murphy
Greg Murphy
Managing Director - Head of Sustainability and Responsible InvestingOverland Park, KS , United States
J
James Mick
Managing Director and Senior Portfolio ManagerLeawood, KS , United States
Joe Flores
Joe Flores
Managing Director - Family OfficesWheaton, IL , United States
J
Julie Pace
Vice President - Accounting ManagerOverland Park, KS , United States
Kristin Douglass
Kristin Douglass
Managing Director, Head of Strategic RelationshipsNew York, NY , United States
L
Lisa Rebel
Vice President, Office ManagerLeawood, KS , United States
Showing 1-10 of 24 team members

Similar Fund Managers

NameRoleFundLocation
Jeff Travis
Jeff Travis
Portfolio ManagerOak Associates LTD /oh/Hudson, OH , United States
R
Robert Stimpson
Portfolio ManagerOak Associates LTD /oh/Akron, OH , United States
A
Andrew Flis
Portfolio ManagerPeregrine Capital Management LLCSaint Paul, MN , United States
Brian Donohue
Brian Donohue
Portfolio ManagerPeregrine Capital Management LLCMinnetonka, MN , United States