Vicki Crisalli, Cfa, Cpwa® Email & Phone Number
@tortoiseinvestment.com
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Who is Vicki Crisalli, Cfa, Cpwa®? Overview
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Vicki Crisalli, Cfa, Cpwa® is listed as Director at Tortoise Investment Management LLC, a with 21 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at tortoiseinvestment.com and a matched LinkedIn profile for Vicki Crisalli, Cfa, Cpwa®.
Vicki Crisalli, Cfa, Cpwa® previously worked as Senior Investment Strategist at Wells Fargo and Investment Specialist/Executive Director at J.P. Morgan. Vicki Crisalli, Cfa, Cpwa® holds Bachelor Of Science In Management, Finance & Psychology from Tulane University - A.B. Freeman School Of Business.
Email format at Tortoise Investment Management LLC
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AeroLeads found 1 current-domain work email signal for Vicki Crisalli, Cfa, Cpwa®. Compare company email patterns before reaching out.
About Vicki Crisalli, Cfa, Cpwa®
Senior investment professional with over 20 years of experience in private wealth management, portfolio construction, and capital markets advisory. Proven track record in guiding sophisticated clients in the management of their investment portfolios, including a wide array of traditional and alternative asset classes.
Listed skills include Wealth Management, Private Banking, Portfolio Construction, Portfolio Management, and 11 others.
Vicki Crisalli, Cfa, Cpwa®'s current company
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Vicki Crisalli, Cfa, Cpwa® work experience
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Senior Investment Strategist
Investment Specialist/Executive Director
Provided tailored investment advice and solutions to senior law firm partners and other high net worth individuals and families.
Portfolio Manager
Managed over $800mm in balanced discretionary portfolios for high net worth individuals, trusts, and foundations.
Investment Associate
Worked alongside senior investors in management of over $1 billion in discretionary and self directed portfolios; co-managed $100mm in assets under management as lead investor.
Analyst
Assisted lead portfolio managers in oversight of $60 billion in institutional assets.
Colleagues at Tortoise Investment Management LLC
Other employees you can reach at tortoiseinvestment.com. View company contacts for 21 employees →
Claire Brennan, Cpwa®
Colleague at Tortoise Investment Management LlcNew York City Metropolitan Area, United States
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PA
Paty Acipreste
Colleague at Tortoise Investment Management LlcWilliston Park, New York, United States
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BB
Brendan Blaney, Cpwa®
Colleague at Tortoise Investment Management LlcNew York City Metropolitan Area, United States
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CC
Claudia Cantin
Colleague at Tortoise Investment Management LlcNew York, United States
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MM
Mike Mattern
Colleague at Tortoise Investment Management LlcWhite Plains, New York, United States
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TS
Tessa Shore
Colleague at Tortoise Investment Management LlcNew York City Metropolitan Area, United States
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DE
Danielle Eforo
Colleague at Tortoise Investment Management LlcScarsdale, New York, United States
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CR
Christopher Rossetti
Colleague at Tortoise Investment Management LlcNew York City Metropolitan Area, United States
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Vicki Crisalli, Cfa, Cpwa® education
Bachelor Of Science In Management, Finance & Psychology
Study Abroad Program, Finance/Spanish
Frequently asked questions about Vicki Crisalli, Cfa, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Vicki Crisalli, Cfa, Cpwa® work for?
Vicki Crisalli, Cfa, Cpwa® works for Tortoise Investment Management LLC.
What is Vicki Crisalli, Cfa, Cpwa®'s role at Tortoise Investment Management LLC?
Vicki Crisalli, Cfa, Cpwa® is listed as Director at Tortoise Investment Management LLC.
What is Vicki Crisalli, Cfa, Cpwa®'s email address?
AeroLeads has found 1 work email signal at @tortoiseinvestment.com for Vicki Crisalli, Cfa, Cpwa® at Tortoise Investment Management LLC.
Where is Vicki Crisalli, Cfa, Cpwa® based?
Vicki Crisalli, Cfa, Cpwa® is based in New York City Metropolitan Area, United States while working with Tortoise Investment Management LLC.
What companies has Vicki Crisalli, Cfa, Cpwa® worked for?
Vicki Crisalli, Cfa, Cpwa® has worked for Tortoise Investment Management Llc, Wells Fargo, J.P. Morgan, Jp Morgan Private Bank - Fiduciary Investment Group, and Jp Morgan Private Bank - Financial Leaders Group.
Who are Vicki Crisalli, Cfa, Cpwa®'s colleagues at Tortoise Investment Management LLC?
Vicki Crisalli, Cfa, Cpwa®'s colleagues at Tortoise Investment Management LLC include Claire Brennan, Cpwa®, Paty Acipreste, Brendan Blaney, Cpwa®, Claudia Cantin, and Mike Mattern.
How can I contact Vicki Crisalli, Cfa, Cpwa®?
You can use AeroLeads to view verified contact signals for Vicki Crisalli, Cfa, Cpwa® at Tortoise Investment Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Vicki Crisalli, Cfa, Cpwa® attend?
Vicki Crisalli, Cfa, Cpwa® holds Bachelor Of Science In Management, Finance & Psychology from Tulane University - A.B. Freeman School Of Business.
What skills is Vicki Crisalli, Cfa, Cpwa® known for?
Vicki Crisalli, Cfa, Cpwa® is listed with skills including Wealth Management, Private Banking, Portfolio Construction, Portfolio Management, Dynamic Asset Allocation, Alternative Investments, Investments, and Asset Management.
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