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  Capital Link Forum

David J. Schulte, CFA, CPA, JD
Managing Director, Tortoise Capital Advisors, LLC




Managing Director, Tortoise Capital Advisors, LLC David Schulte has been a Managing Director of Tortoise Capital Advisors since 2002, and serves as CEO for each of its four publicly-traded, closed-end funds. Previously, he served as a general partner at Kansas City Equity Partners, where he led private equity financings for two growth MLPs. Before joining Kansas City Equity Partners in 1993, Mr. Schulte spent five years as an investment banker at the predecessor of Oppenheimer & Co., Inc. and was a securities attorney for three years.

Mr. Schulte recently co-authored Understanding and Evaluating Prospectuses, Offering Documents and Proxy Statements (FPA Press, 2006). He has also authored articles on topics that include investing opportunities in the North American energy infrastructure sector and securities disclosure regulations.

Mr. Schulte holds a B.S. in Business Administration from Drake University and a J.D. from the University of Iowa. He is a CPA and also earned his CFA designation in 1992. He is currently an adjunct Professor of Finance at the University of Missouri, Kansas City.







 

 

 

 




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