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About
Shobana Gopal is Managing Director – Tax at Tortoise Capital Advisors, L.L.C., headquartered in Olathe, KS, where she leads the firm's tax department and oversees tax compliance for a wide range of registered funds and private investment vehicles. Her responsibilities span the structuring, reporting, and regulatory compliance of fund tax matters, with a particular focus on funds operating within energy, power, and infrastructure asset classes—Tortoise's core investment sectors.
With over 15 years at the firm, Shobana progressed from Tax Analyst to Director and then Managing Director, evidencing deep expertise in tax accounting, audits, and fund administration. She has played a key role as a Vice President or officer of various Tortoise-managed funds, including power and energy infrastructure offerings. Her leadership is noted for building Tortoise's tax function and navigating complex regulation impacting institutional and retail investment products.
Shobana earned a Master's degree in Information Systems from The University of Kansas and a Bachelor's in Business/Commerce from PSG College of Arts and Science. She is recognized for her commitment to operational excellence, innovation in financial services, and active community engagement through board and volunteer roles with non-profits in the Kansas City region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TortoiseEcofin | Managing Director - Tax | Jul 2021 to Present | — |
| Tortoise | Director - Tax | Jan 2013 to Jul 2021 | — |
| TortoiseEcofin | Tax Analyst | Sep 2006 to Dec 2012 | — |
| BridgeBuilder Tax & Legal | Senior Accountant | Jan 2001 to Aug 2006 | — |
| Fuhrman & Tierney | Tax Accountant | Sep 1999 to Dec 2000 | — |
Education
The University of Kansas
Master's degree, Information Systems
2000 — 2004
PSG College of Arts and Science
Bachelor's degree, Business/Commerce
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 |
| Managing Director - Family Offices | Wheaton, IL , 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 |
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R Robert Stimpson | Portfolio Manager | Oak Associates LTD /oh/ | Akron, OH , United States |
A Andrew Flis | Portfolio Manager | Peregrine Capital Management LLC | Saint Paul, MN , United States |
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