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Joe Flores
Managing Director - Family Offices at Tortoise Capital Advisors, L.L.C.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TortoiseEcofin | Managing Director - Family Offices | Jan 2022 to Present | — |
| 503 Capital Partners | Unknown to Present | — | |
| TortoiseEcofin | Director - Family Offices | Jan 2018 to Dec 2021 | — |
| TortoiseEcofin | Regional Vice President - RIAs, Broker-Dealers - Upper Midwest | Nov 2010 to Dec 2017 | — |
| Highland Capital Management | Sales Business Development | Feb 2009 to Nov 2010 | — |
| Guggenheim Partners | Sales Business Development | Apr 2004 to Oct 2008 | Formerly Claymore Securities |
| DWS Investments | Internal Wholesaler | Feb 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)
| Name | Role | Location |
|---|---|---|
B Bill 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 Sustainability and Responsible Investing | Overland Park, KS , United States | |
J James Mick | Managing Director and Senior Portfolio Manager | Leawood, KS , United States |
J Julie Pace | Vice President - Accounting Manager | Overland Park, KS , United States |
| Managing Director, Head of Strategic Relationships | New York, NY , United States | |
L Lisa Rebel | Vice President, Office Manager | Leawood, KS , United States |
| Director and Investment Analyst | St. Louis, MO , United States |
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