Profile
Mr. Thomas I.
Florence is a Chairman & Chief Executive Officer at Tortoise Capital Advisors LLC and a Chief Executive Officer at Tortoise Index Solutions LLC.
He has over 40 years of experience in the financial services industry having been exposed to all facets including investment management, sales and marketing, operations, and general business management.
Mr. Florence began his career at Merrill Lynch in equity capital markets before moving on to investment management in the wealth management group.
He then spent many years at Fidelity Investments where he was an Officer in the Institutional Services Company.
After Fidelity, he was a Managing Director at Morningstar, Inc. and on the six-person executive management committee which had responsibility for general oversight of the company.
While there, he founded and was President of Morningstar Investments Services, a registered investment advisor managing mutual fund portfolios for advisors and their clients.
After Morningstar, he was a Managing Partner of Dividend Capital Group, a real estate investment management company.
In addition, he was Co-Founder and President of Dividend Capital Investments, a registered investment advisor managing portfolios of real estate securities.
He holds a Bachelor of Science degree in Economics from The Pennsylvania State University and is a graduate of Northwestern University’s Kellogg Management Institute.
Tom Florence active positions
| Companies | Position | Start |
|---|---|---|
Tortoise Index Solutions LLC
Tortoise Index Solutions LLC Investment ManagersFinance Tortoise Index Solutions’ indices seek to fill a void in the market and provide benchmarks and investable asset class universes for use by investment professionals, research analysts and industry executives to analyze relative performance as well as to provide a basis for passively managed exchange-traded products. | Chief Executive Officer | 2024-03-31 |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Chief Executive Officer | 2024-03-31 |
Former positions of Tom Florence
| Companies | Position | End |
|---|---|---|
362 Investors LLC
362 Investors LLC Investment ManagersFinance 362 Investors offers a suite of actively managed alternative strategies that seek to deliver meaningful alpha, manage risk and offer diversification potential to investor portfolios. | Chief Executive Officer | 2021-03-31 |
US Lacrosse Foundation | Corporate Officer/Principal | 2009-12-30 |
Dividend Capital Group LLC
Dividend Capital Group LLC Real Estate Investment TrustsFinance Provides real estate investment services | Corporate Officer/Principal | 2008-06-29 |
| JANUS CAPITAL GROUP INC | Corporate Officer/Principal | 2004-12-30 |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 1996-11-29 |
Training of Tom Florence
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 | 9 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Janus Henderson US (Holdings), Inc.
Janus Henderson US (Holdings), Inc. Financial ConglomeratesFinance Provides risk-managed investment strategy, manages equity, fixed income and money market services | Finance |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Finance |
Dividend Capital Group LLC
Dividend Capital Group LLC Real Estate Investment TrustsFinance Provides real estate investment services | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
362 Investors LLC
362 Investors LLC Investment ManagersFinance 362 Investors offers a suite of actively managed alternative strategies that seek to deliver meaningful alpha, manage risk and offer diversification potential to investor portfolios. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
US Lacrosse Foundation | |
Tortoise Index Solutions LLC
Tortoise Index Solutions LLC Investment ManagersFinance Tortoise Index Solutions’ indices seek to fill a void in the market and provide benchmarks and investable asset class universes for use by investment professionals, research analysts and industry executives to analyze relative performance as well as to provide a basis for passively managed exchange-traded products. | Finance |
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