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Joe Flores

Joe Flores

Managing Director - Family Offices at Tortoise Capital Advisors, L.L.C.

Wheaton, IL , United States

About

Joe Flores is the Managing Director - Family Offices at TortoiseEcofin, based in the Midwest near Chicago, Illinois. In this role, he leads relationships and investment strategies tailored for family offices, focusing on sustainable investment solutions and real assets. Flores oversees client engagement, investment consulting, and strategic development for sophisticated investors, including institutional asset managers and allocators.

He specializes in sectors such as energy infrastructure, master limited partnerships (MLPs), the transition to cleaner energy, water, education, and senior housing, aligning capital allocations with ESG and sustainability objectives. His expertise encompasses both traditional and innovative real asset strategies, drawing from Tortoise's legacy in energy and Ecofin's growth in sustainable and impact-oriented investments.

Flores has nearly 25 years of experience in investment management, with previous leadership positions at firms like Kemper Mutual Funds, Highland Capital Management, Guggenheim Partners, and as Director - Family Offices at TortoiseEcofin. He holds degrees from the Gies College of Business at the University of Illinois Urbana-Champaign and carries the CAIA designation, reflecting advanced knowledge in alternative investments and client advisory work.

Career History

OrganizationRoleDate RangeDetails
TortoiseEcofinManaging Director - Family OfficesJan 2022 to Present
503 Capital PartnersUnknown to Present
TortoiseEcofinDirector - Family OfficesJan 2018 to Dec 2021
TortoiseEcofinRegional Vice President - RIAs, Broker-Dealers - Upper MidwestNov 2010 to Dec 2017
Highland Capital ManagementSales Business DevelopmentFeb 2009 to Nov 2010
Guggenheim PartnersSales Business DevelopmentApr 2004 to Oct 2008
Formerly Claymore Securities
DWS InvestmentsInternal WholesalerFeb 1999 to Apr 2004
I began with Kemper Funds in Sales Support in February 1999 and moved to Sales and Business Development in March 2000.

Education

Gies College of Business - University of Illinois Urbana-Champaign

1994 1998

Marian Catholic High School

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
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
Piotr Wianecki
Piotr Wianecki
Director and Investment AnalystSt. Louis, MO , United States
Showing 1-10 of 24 team members

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