Tortoise Investment Management, LLC

Stephen Fitch is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Carleton College and Nikola Tesla STEM High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Christopher Rossetti is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022, with prior experience at Sector Financial and roles at Tufts University and St. Joseph High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters, utilizing index funds, ETFs, and selective alternative investments consistent with client objectives.

Oleh Shostak is a financial advisor at Tortoise Investment Management, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes positions at ACORD and educational institutions such as Haverford College and Choate Rosemary Hall. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, a conservative long-term orientation, and tax efficiency through diversified asset allocation and disciplined rebalancing. The firm also offers financial planning and advice on non-investment matters upon client request.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

Claudia Cantin is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Tortoise since 2022. Prior to her advisory role, she held positions at Williams College, Cantin Chevrolet, Y-Landing Marina, and Holderness School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with an emphasis on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Andrew Barber is a financial advisor at Tortoise Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Ellington Management Group and Tufts University prior to his current role. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on various non-investment matters tailored to client needs.

Michael Della Medaglia is a CFA® charterholder with 10 years of experience at Tortoise Investment Management, LLC and a total of 4 years in the financial industry. Prior to joining Tortoise, he worked at the Institute for the Social Sciences and Cornell University. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers comprehensive financial planning and advice on various non-investment matters upon client request.

Vicki Crisalli is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC since 2019. Her prior experience includes roles at Wells Fargo and JP Morgan Chase. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on various non-investment matters upon client request.

Patricia Acipreste is a CFP® professional with eight years of experience at Tortoise Investment Management, LLC. She has worked at the firm since 2018 and has a background that includes attending Binghamton University from 2014 to 2018. Tortoise Investment Management, LLC provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on various non-investment matters upon client request.

Jacob Lambert is a CFP® with four years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC in Stamford, CT. He has been with Tortoise since 2018 and has prior experience at the University of Connecticut School of Business and Sikorsky Aircraft Corporation. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning services including retirement, estate, and charitable giving advice, using primarily index and index-like funds supplemented by tax-loss harvesting and limited options strategies.

Brian Crane is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022. His prior roles include positions at Spring Street Market and Williams College. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on various non-investment matters upon client request.