Managing Director - RIA & Private Wealth
Most recently, Vincent was a client portfolio manager at Tortoise Capital where he was a liaison between the portfolio management team and distribution sales team. In this role, he contributed as a market strategist and spokesperson for the investment management team to both retail and institutional advisory clients throughout the U.S.
Prior, he was Vice President of Strategic Client Group/National Accounts, covering wealth management platform research analysts across wirehouse, registered investment advisors, independent broker dealer, and insurance channels. Vincent joined Tortoise as a regional consultant in 2011 covering the northeast territory for wirehouse, registered investment advisors, and independent advisors.
Before joining Tortoise, Vincent was Vice President of National Accounts at Montage Investments, a multi boutique asset management firm with a collection of several niche asset managers primarily focused in the alternative investment space. In this role he worked to promote firm mutual funds, ETFs, separate accounts, and private investments across retail and institutional advisory clients.
Previous to his experience at Montage Investments, Vincent was a regional vice president at Ivy Funds, where he covered wirehouse, independent, and bank channels in Pennsylvania, West Virginia, and Delaware. Vincent also held positions as an internal sales specialist for Waddell & Reed/ Ivy Investments and as a client services specialist at Waddell & Reed.
Vincent has a Bachelor of General Studies degree in Communications Studies from the University of Kansas and a Master of Business Administration degree from Avila University in Kansas City. He has passed the Series 6, 7, 63, and 65 exams.