Profile
Mr. Adam T.
Peltzer, CFA, is a Director & Portfolio Manager at Tortoise Capital Advisors LLC.
He joined the firm in 2015.
Previously, he was an Investment Committee Member at Fountain Capital Management, a privately-owned investment manager that specialized in high-yield bond and bank loan portfolios for institutional clients and structured products.
In that role, he was responsible for coverage of the energy sector.
Mr. Peltzer earned a Bachelor of Business Administration in Accounting and a Master of Accountancy degree from Wichita State University.
He is a CFA charterholder.
Former positions of Adam Theodore Peltzer
Companies | Position | End |
---|---|---|
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Analyst-Equity | 2019-12-31 |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Sprint Corp. (Old) | Corporate Officer/Principal | - |
Palmer Square Capital Management LLC
Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles. | Portfolio Manager-Fixed Income | - |
Fountain Capital Management LLC
Fountain Capital Management LLC Investment ManagersFinance Founded in 1990 by Kevin Birzer and Doug Campbell, Fountain Capital Management LLC is a registered investment advisor located n Leawood, Kansas. The firm is a subsidiary of Palmer Square Capital Management LLC and is ultimately owned by the Bicknell Family Management Co. Trust. | Analyst-Fixed Income | - |
Training of Adam Theodore Peltzer
Wichita State University | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Fountain Capital Management LLC
Fountain Capital Management LLC Investment ManagersFinance Founded in 1990 by Kevin Birzer and Doug Campbell, Fountain Capital Management LLC is a registered investment advisor located n Leawood, Kansas. The firm is a subsidiary of Palmer Square Capital Management LLC and is ultimately owned by the Bicknell Family Management Co. Trust. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Palmer Square Capital Management LLC
Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles. | Finance |
Sprint Corp. (Old) | Communications |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Finance |
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