Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2005-03-11 | Partner/Senior Analyst, Fountain Capital; Managing Director of the Advisor; Formerly, Vice President, Corporate Finance Department, Drexel Burnham Lambert. |
| 2006-01-27 | H. Kevin Birzer*, 46 Director and Chairman of the Board since 2003 Managing Director of the Advisor; Partner/Senior Analyst, Fountain Capital Management, L.L.C. ("Fountain Capital"), a registered investment advisor (1989 - present). Formerly, Vice President, Corporate Finance Department, Drexel Burnham Lambert (1986-1989); and Vice President, F. Martin Koenig & Co. (1983-1986). |
| 2007-01-26 | Managing Director of the Advisor since 2002; Partner, Fountain Capital Management, L.L.C. (registered investment advisor). Formerly, Vice President, Corporate Finance Department, Drexel Burnham Lambert; and Vice President, F. Martin Koenig & Co. |
| 2008-01-28 | Managing Director of the Advisor since 2002; Partner, Fountain Capital Management, L.L.C. ("Fountain Capital"), a registered investment advisor (1990 – present). Formerly, Vice President, Corporate Finance Department, Drexel Burnham Lambert (1986- 1989); and Vice President, F. Martin Koenig & Co. (1983- 1986). |
| 2009-04-17 | Managing Director of the Adviser since 2002; Member, Fountain Capital Management, L.L.C.; formerly Vice President, Corporate Finance Department, Drexel Burnham Lambert |
| 2009-07-08 | The business and affairs of the Adviser are currently managed by David J. Schulte, Chief Executive Officer and President of TYG and TYY and Chief Executive Officer of TTO; Terry Matlack, a director and the Chief Financial Officer of each Company; H. Kevin Birzer, director and Chairman of the Board of each Company; Zachary A. Hamel, Senior Vice President of each Company; and Kenneth P. Malvey, Senior Vice President and Treasurer of each Company. |
| 2010-03-29 | Managing Director of the Adviser since 2002; Member, Fountain Capital Management, L.L.C.; formerly, Vice President, Corporate Finance Department, Drexel Burnham Lambert; CFA designation since 1988. |
| 2011-03-30 | H. Kevin Birzer* (Born 1959) Director and Chairman of the Board of each Company since its inception. Managing Director of the Adviser since 2002. Formerly Member, Fountain Capital Management, L.L.C. (“Fountain Capital”), a registered investment adviser (1990 – 2009); Vice President, Corporate Finance Department, Drexel Burnham Lambert (1986-1989);and Vice President, F. Martin Koenig & Co. (1983- 1986). |
| 2012-03-22 | H. Kevin Birzer (Born 1959) - Director and Chairman of the Board; Managing Director of the Adviser since 2002; Formerly Member, Fountain Capital Management, L.L.C. |
| 2013-03-20 | Managing Director of the Adviser since 2002. Formerly Member, Fountain Capital Management, L.L.C., a registered investment adviser; Chartered Financial Analyst (CFA) charterholder. |
| 2015-04-02 | Chief Executive Officer of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Director and Chairman of the Board of each of Tortoise Energy Capital Corporation and Tortoise North American Energy Corporation from its inception until its merger into TYG effective June 23, 2014. Formerly Member, Fountain Capital Management, L.L.C. (1990 – 2009); CFA charterholder. |
| 2016-03-30 | Chief Executive Officer of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Director and Chairman of the Board of each of Tortoise Energy Capital Corporation and Tortoise North American Energy Corporation from its inception until its merger into TYG effective June 23, 2014. Chartered Financial Analyst (CFA) charterholder. |
| 2017-03-31 | Chief Executive Officer of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Director and Chairman of the Board of each of Tortoise Energy Capital Corporation (“TYY”) and Tortoise North American Energy Corporation (“TYN”) from its inception until its merger into TYG effective June 23, 2014. Chartered Financial Analyst (“CFA”) charterholder. |
| 2017-10-31 | Mr. Birzer graduated with a Bachelor of Business Administration degree from the University of Notre Dame and holds a Master of Business Administration degree from New York University. He earned his CFA designation in 1988. |
| 2018-04-02 | Member of the Board of Directors of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Director and Chairman of the Board of each of Tortoise Energy Capital Corporation (“TYY”) and Tortoise North American Energy Corporation (“TYN”) from its inception until its merger into TYG effective June 23, 2014. CFA charterholder. |
| 2019-04-03 | Member of the Board of Directors of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Director and Chairman of the Board of TEAF since its inception; Director and Chairman of the Board of each of Tortoise Energy Capital Corporation and Tortoise North American Energy Corporation from its inception until its merger into TYG effective June 23, 2014. CFA charterholder. |
| 2020-05-12 | Member of the Board of Directors of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Chartered Financial Analyst (“CFA”) charterholder. |
| 2021-05-25 | Chief Executive Officer of TortoiseEcofin Investments, LLC; Member of the Board of Directors of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Chartered Financial Analyst (CFA) charterholder. |
| 2022-06-24 | Chief Executive Officer of TortoiseEcofin Investments, LLC; Member of the Board of Directors of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Chartered Financial Analyst (“CFA”) charterholder. |
| 2023-05-26 | Chief Executive Officer of TortoiseEcofin Investments, LLC; Member of the Board of Directors of the Adviser; Managing Director of the Adviser and member of the Investment Committee of the Adviser since 2002; Chartered Financial Analyst (CFA) charterholder. |
| 2024-07-08 | Chairman of the Board of TortoiseEcofin Parent Holdco, LLC; Member of the Board of Directors of the Adviser from 2002 through March 2024; Managing Director of the Adviser and member of the Investment Committee of the Adviser from 2002 through April 1, 2024; Chartered Financial Analyst (“CFA”) charterholder. |
Data sourced from SEC filings. Last updated: 2026-02-03