Tortoise Strengthens Distribution Leadership with Key Strategic Hires
Tortoise Capital Advisors, an energy-focused fund manager, announced two strategic senior hires to strengthen its distribution leadership and accelerate institutional and wealth management strategy. Rob Bernstein joins as Head of Institutional Business Development, bringing 30+ years of experience in institutional investing. Previously President at BennBridge US , Bernstein has extensive experience with pensions, endowments, foundations, and OCIOs.
Carter Sims joins as Senior Vice President, Financial Institutions Group, with 35+ years of senior leadership experience. Previously Principal at Third Street Partners and Head of Global Distribution at Thornburg Investment Management, Sims will focus on expanding presence across RIA aggregators, TAMPs, and Bank-Trust platforms.
These appointments align with Tortoise's transformation into a modern, insights-driven investment partner, featuring a restructured distribution team, investment specialist coverage pods, and a data-informed client engagement model.
Tortoise Capital Advisors, un gestore di fondi focalizzato sull'energia, ha annunciato due assunzioni strategiche a livello senior per rafforzare la sua leadership nella distribuzione e accelerare la strategia di gestione patrimoniale e istituzionale. Rob Bernstein entra come Responsabile dello Sviluppo del Business Istituzionale, portando con sé oltre 30 anni di esperienza negli investimenti istituzionali. In precedenza Presidente di BennBridge US, Bernstein ha un'ampia esperienza con pensioni, fondazioni, fondi di dotazione e OCIO.
Carter Sims entra come Vicepresidente Senior del Gruppo Istituzioni Finanziarie, con oltre 35 anni di esperienza nella leadership senior. In precedenza Principal presso Third Street Partners e Responsabile della Distribuzione Globale presso Thornburg Investment Management, Sims si concentrerà sull'espansione della presenza tra aggregatori RIA, TAMP e piattaforme Bank-Trust.
Queste nomine sono in linea con la trasformazione di Tortoise in un partner d'investimento moderno e orientato agli insight, caratterizzato da un team di distribuzione ristrutturato, pod di copertura di specialisti degli investimenti e un modello di coinvolgimento dei clienti basato sui dati.
Tortoise Capital Advisors, un gestor de fondos enfocado en energía, anunció dos contrataciones estratégicas a nivel senior para fortalecer su liderazgo en distribución y acelerar la estrategia de gestión institucional y de patrimonio. Rob Bernstein se une como Jefe de Desarrollo de Negocios Institucionales, aportando más de 30 años de experiencia en inversión institucional. Anteriormente, fue Presidente de BennBridge US, y Bernstein tiene una amplia experiencia con pensiones, dotaciones, fundaciones y OCIOs.
Carter Sims se une como Vicepresidente Senior del Grupo de Instituciones Financieras, con más de 35 años de experiencia en liderazgo senior. Anteriormente, fue Principal en Third Street Partners y Jefe de Distribución Global en Thornburg Investment Management, Sims se enfocará en expandir la presencia entre agregadores RIA, TAMPs y plataformas de Bank-Trust.
Estos nombramientos se alinean con la transformación de Tortoise en un socio de inversión moderno y orientado a los insights, con un equipo de distribución reestructurado, pods de cobertura de especialistas en inversiones y un modelo de compromiso con los clientes basado en datos.
Tortoise Capital Advisors, 에너지 중심의 펀드 매니저는 유통 리더십을 강화하고 기관 및 자산 관리 전략을 가속화하기 위해 두 명의 전략적 고위직 인사를 발표했습니다. Rob Bernstein는 기관 비즈니스 개발 책임자로 합류하며, 30년 이상의 기관 투자 경험을 가지고 있습니다. 이전에는 BennBridge US의 사장이었으며, Bernstein은 연금, 기부금, 재단 및 OCIO와 관련된 광범위한 경험을 보유하고 있습니다.
Carter Sims는 금융 기관 그룹의 수석 부사장으로 합류하며, 35년 이상의 고위 리더십 경험을 가지고 있습니다. 이전에는 Third Street Partners의 원칙이자 Thornburg Investment Management의 글로벌 유통 책임자로 일했으며, Sims는 RIA 집합체, TAMP 및 은행-신탁 플랫폼 전반에 걸쳐 존재감을 확장하는 데 집중할 것입니다.
이러한 임명은 Tortoise가 현대적이고 통찰 중심의 투자 파트너로 변모하는 것과 일치하며, 재구성된 유통 팀, 투자 전문가 커버리지 포드 및 데이터 기반 고객 참여 모델을 특징으로 합니다.
Tortoise Capital Advisors, un gestionnaire de fonds axé sur l'énergie, a annoncé deux recrutements stratégiques à des postes de direction pour renforcer son leadership en matière de distribution et accélérer sa stratégie de gestion institutionnelle et de patrimoine. Rob Bernstein rejoint en tant que Responsable du Développement des Affaires Institutionnelles, apportant plus de 30 ans d'expérience dans l'investissement institutionnel. Ancien Président de BennBridge US, Bernstein possède une vaste expérience avec les retraites, les dotations, les fondations et les OCIO.
Carter Sims rejoint en tant que Vice-Président Senior du Groupe des Institutions Financières, avec plus de 35 ans d'expérience en leadership senior. Ancien Principal chez Third Street Partners et Responsable de la Distribution Mondiale chez Thornburg Investment Management, Sims se concentrera sur l'expansion de la présence auprès des agrégateurs RIA, des TAMP et des plateformes de Banque-Fiducie.
Ces nominations s'inscrivent dans la transformation de Tortoise en un partenaire d'investissement moderne, axé sur les insights, avec une équipe de distribution restructurée, des pods de couverture spécialisés en investissement et un modèle d'engagement client basé sur les données.
Tortoise Capital Advisors, ein auf Energie fokussierter Fondsmanager, kündigte zwei strategische Führungspositionen an, um seine Vertriebsführung zu stärken und die institutionelle und Vermögensverwaltungsstrategie zu beschleunigen. Rob Bernstein tritt als Leiter der institutionellen Geschäftsentwicklung bei, mit über 30 Jahren Erfahrung im institutionellen Investieren. Zuvor war er Präsident bei BennBridge US und hat umfassende Erfahrungen mit Pensionsfonds, Stiftungen, Dotationen und OCIOs.
Carter Sims tritt als Senior Vice President der Finanzinstitutionen-Gruppe bei, mit über 35 Jahren Erfahrung in leitenden Positionen. Zuvor war er Principal bei Third Street Partners und Leiter der globalen Distribution bei Thornburg Investment Management. Sims wird sich darauf konzentrieren, die Präsenz bei RIA-Aggregatoren, TAMPs und Bank-Trust-Plattformen auszubauen.
Diese Ernennungen stehen im Einklang mit Tortoises Transformation zu einem modernen, insights-gesteuerten Investmentpartner, der ein umstrukturiertes Vertriebsteam, Investment-Spezialisten-Abdeckungs-Pods und ein datengestütztes Kundenengagement-Modell umfasst.
- Strategic strengthening of distribution leadership with two seasoned veterans
- Enhanced institutional reach through Rob Bernstein's 30+ years of experience
- Expanded wealth management capabilities via Carter Sims' extensive platform expertise
- Modernized distribution structure with specialist coverage pods and data-informed engagement
- None.
Firm Expands Institutional & Wealth Management Reach with Seasoned Industry Veterans
OVERLAND PARK, KS / ACCESS Newswire / April 8, 2025 / Tortoise Capital Advisors, L.L.C. (Tortoise Capital), a fund manager focused on energy investing, today announced the addition of two senior leaders to accelerate its institutional and wealth management strategy.
Rob Bernstein joined Tortoise Capital as Head of Institutional Business Development, bringing more than 30 years of experience working with institutional investors and their consultants. Throughout his career, he has focused on client engagement and capital development across pensions, endowments, foundations, and OCIOs. Prior to Tortoise Capital, Rob served as President and Head of North America Business Development at BennBridge US LLC, where he led the firm's institutional business development efforts and strategic initiatives. He previously held senior leadership and business development roles at Windham Capital Management, BNP Paribas Investment Partners, and Angelo Gordon Asset Management, LLC where he spent over two decades deepening relationships with key institutions and consultants.
Carter Sims joins as Senior Vice President, Financial Institutions Group (FIG) bringing over 35 years of senior leadership experience with firms including Gartmore, Columbia and Schroders. Most recently, he served as a Principal with Third Street Partners, a leading executive search and advisory firm. Prior to that, he was the Head of Global Distribution for Thornburg Investment Management, where he led the firm's sales efforts for more than five years. Known for his strong track record in leadership, platform execution, and relationship management, Carter will focus on expanding Tortoise Capital's presence across RIA aggregators, TAMPs, and Bank-Trust platforms. His experience and credibility position him as a valuable leader in today's rapidly evolving outsourced investment ecosystem.
The additions of Bernstein and Sims signal a bold step in Tortoise's strategy to deepen engagement with professional buyers during a time of heightened demand for specialist managers.
"Rob and Carter are both seasoned, trusted professionals who bring the expertise and relationships needed to elevate our distribution capabilities," said Brett Wright, Chief Revenue Officer. "Their leadership will help us strengthen how we serve professional buyers and help us evolve to meet the next generation of institutional and wealth management needs," said Wright. "With Rob and Carter on board, we're well-positioned to deepen our client relationships and expand our platform reach."
These hires align with Tortoise's broader transformation into a modern, insights-driven investment partner. With a restructured distribution team, investment specialist coverage pods, and a more data-informed client engagement model already in place, the firm is well-positioned to meet the rising expectations of professional buyers and reinforce its standing as a trusted, specialist asset manager.
About Tortoise Capital
With approximately
Cautionary Statement Regarding Forward-Looking Statements
This press release contains certain statements that may include "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements, other than statements of historical fact, included herein are "forward-looking statements." Although the funds and Tortoise Capital Advisors believe that the expectations reflected in these forward-looking statements are reasonable, they do involve assumptions, risks and uncertainties, and these expectations may prove to be incorrect. Actual results could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors, including those discussed in the fund's reports that are filed with the Securities and Exchange Commission. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Other than as required by law, the funds and Tortoise Capital Advisors do not assume a duty to update this forward-looking statement.
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Media Contacts
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SOURCE: Tortoise Capital Advisors, L.L.C.
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