Turner Investment Partners
Industry: Capital market company
DescriptionHeadquarters: Berwyn, Pennsylvania, PA Founded: 1990 Parent organization: Veracen, LP Subsidiaries: ACP Investments LP, Turner Investment Management , LLC, Turner Investments Pte. Ltd.
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Turner Investment Partners Employees
Employee
Years
Job
Industry
Jack C. Ebenreiter, CFA Jack C. Ebenreiter, CFA's Turner Investment Partners Experience 2004 - 2009
Job Vice President, Consultant Relations at Federated Investors
Industry Investment Management
Experience
Federated Investors August 2009 - Present
Turner Investment Partners 2004 - 2009
Delaware Investments 1997 - 2004
Education
Rowan University 1991 — 1996
Federated Investors August 2009 - Present
Turner Investment Partners 2004 - 2009
Delaware Investments 1997 - 2004
Education
Rowan University 1991 — 1996
Andrew Martone Andrew Martone's Turner Investment Partners Experience October 2009 - August 2012
Job Regional Director
Industry Financial Services
Experience
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Travis Sandberg Travis Sandberg's Turner Investment Partners Experience October 2009 - October 2012
Job Director, Western RIA/Consultant Division at Prudential Investments
Industry Financial Services
Experience
Prudential Investments October 2012 - Present
Turner Investment Partners October 2009 - October 2012
John Hancock August 2000 - October 2009
Skills
High Net Worth..., Fixed Annuities, Alternative Investments, Hedge Funds, Series 7, Series 63, Mutual Funds, Financial Advisory, Investments, Equities, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management, Securities, Asset Management
Education
Skidmore College 1990 — 1994
BS, Business
Prudential Investments October 2012 - Present
Turner Investment Partners October 2009 - October 2012
John Hancock August 2000 - October 2009
Skills
High Net Worth..., Fixed Annuities, Alternative Investments, Hedge Funds, Series 7, Series 63, Mutual Funds, Financial Advisory, Investments, Equities, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management, Securities, Asset Management
Education
Skidmore College 1990 — 1994
BS, Business
Bill Chenoweth, CFA, CFP® Bill Chenoweth, CFA, CFP®'s Turner Investment Partners Experience 1993 - 1998
Job Vice President, Sr. Investment Officer at Northern Trust
Industry Investment Management
Experience
Northern Trust December 2013 - Present
Credit Suisse July 2012 - December 2013
Hokanson Associates January 2008 - July 2012
Nicholas-Applegate 1998 - 2003
Turner Investment Partners 1993 - 1998
Jefferson-Pilot Corporation 1991 - 1993
Jefferson-Pilot Corporation 1986 - 1991
Skills
Portfolio Management, Equity Investment..., Fixed Income, Alternative Investments, Hedge Funds, Institutional Clients, High Net Worth..., Foundations, Investments, Equities, Start-ups, Venture Capital, Investment Management, Institutional..., Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Bonds, Finance, Wealth Management..., Wealth Management, Investor Relations, Financial Planning
Education
Emory University - Goizueta Business School 1985 — 1986
MBA, Finance
Emory University - Goizueta Business School 1979 — 1983
BBA, Finance
Western Reserve Academy 1975 — 1979
Graduated with honors in Latin
Northern Trust December 2013 - Present
Credit Suisse July 2012 - December 2013
Hokanson Associates January 2008 - July 2012
Nicholas-Applegate 1998 - 2003
Turner Investment Partners 1993 - 1998
Jefferson-Pilot Corporation 1991 - 1993
Jefferson-Pilot Corporation 1986 - 1991
Skills
Portfolio Management, Equity Investment..., Fixed Income, Alternative Investments, Hedge Funds, Institutional Clients, High Net Worth..., Foundations, Investments, Equities, Start-ups, Venture Capital, Investment Management, Institutional..., Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Bonds, Finance, Wealth Management..., Wealth Management, Investor Relations, Financial Planning
Education
Emory University - Goizueta Business School 1985 — 1986
MBA, Finance
Emory University - Goizueta Business School 1979 — 1983
BBA, Finance
Western Reserve Academy 1975 — 1979
Graduated with honors in Latin
Lucinda Hayes Lucinda Hayes's Turner Investment Partners Experience June 1992 - January 1995
Job Director, Customer Experience and Client Center of Excellence at Fiserv
Industry Financial Services
Experience
Fiserv May 2013 - Present
Fiserv Investment Services January 2010 - January 2012
Fiserv April 2009 - April 2010
CheckFree, now part of Fiserv October 2007 - April 2009
CheckFree April 2003 - March 2007
CheckFree June 2002 - April 2003
CheckFree April 1999 - June 2002
CheckFree Investment Services June 1997 - April 1999
Radnor Capital January 1995 - June 1997
Turner Investment Partners June 1992 - January 1995
Skills
Requirements Analysis, SDLC, Business Analysis, Process Improvement, Software Project..., Strategy, CRM, Program Management, Management, Vendor Management, Analytics, Integration, Business Process..., ITIL, Leadership, Requirements Gathering, IT Strategy, Enterprise Architecture, Business Intelligence, Project Management, Visio, Cross-functional Team..., SQL, Change Management, PMP, Software Documentation, Agile Methodologies, Enterprise Software, PMO, Product Management, Project Portfolio..., Business Process, Risk Management, Quality Assurance, Outsourcing, Business Requirements, SaaS, IT Management, Software Development, Analysis, SharePoint, MS Project, Databases, Agile Project Management, Disaster Recovery, Resource Management
Education
West Chester University of Pennsylvania 1990 — 1993
Bob Jones University 1988 — 1989
Lewisburg 1987 — 1988
Watsontown Christian Academy 1974 — 1987
Fiserv May 2013 - Present
Fiserv Investment Services January 2010 - January 2012
Fiserv April 2009 - April 2010
CheckFree, now part of Fiserv October 2007 - April 2009
CheckFree April 2003 - March 2007
CheckFree June 2002 - April 2003
CheckFree April 1999 - June 2002
CheckFree Investment Services June 1997 - April 1999
Radnor Capital January 1995 - June 1997
Turner Investment Partners June 1992 - January 1995
Skills
Requirements Analysis, SDLC, Business Analysis, Process Improvement, Software Project..., Strategy, CRM, Program Management, Management, Vendor Management, Analytics, Integration, Business Process..., ITIL, Leadership, Requirements Gathering, IT Strategy, Enterprise Architecture, Business Intelligence, Project Management, Visio, Cross-functional Team..., SQL, Change Management, PMP, Software Documentation, Agile Methodologies, Enterprise Software, PMO, Product Management, Project Portfolio..., Business Process, Risk Management, Quality Assurance, Outsourcing, Business Requirements, SaaS, IT Management, Software Development, Analysis, SharePoint, MS Project, Databases, Agile Project Management, Disaster Recovery, Resource Management
Education
West Chester University of Pennsylvania 1990 — 1993
Bob Jones University 1988 — 1989
Lewisburg 1987 — 1988
Watsontown Christian Academy 1974 — 1987
A Ross Neisler, Jr. A Ross Neisler, Jr.'s Turner Investment Partners Experience January 2001 - February 2002
Job Business Development @ Align Technical Resources
Industry Internet
Experience
Align Technical Resources, LLC October 2013 - Present
Internet Brands May 2011 - October 2013
Enterprise Car Sales March 2010 - April 2011
Enterprise Rent-A-Car June 2009 - March 2010
Enterprise Rent-A-Car October 2007 - June 2009
Common Ground High School 2003 - 2005
Turner Investment Partners January 2001 - February 2002
Skills
Account Management, Cold Calling, Management, Competitive Analysis, CRM, Risk Assessment, Hiring, Negotiation, Selling Skills, Sales, Cost Benefit, Leadership, Strategy, Sales Skills Training, Cost Analysis, Strategy Development, Technical Recruiting, Recruiting, Customer Service, Marketing, Team Building, Training, Business Development, Analysis
Education
Drexel University 1995 — 2001
Bachelor's, Finance and Accounting
Norwalk H.S.
Yale University
Align Technical Resources, LLC October 2013 - Present
Internet Brands May 2011 - October 2013
Enterprise Car Sales March 2010 - April 2011
Enterprise Rent-A-Car June 2009 - March 2010
Enterprise Rent-A-Car October 2007 - June 2009
Common Ground High School 2003 - 2005
Turner Investment Partners January 2001 - February 2002
Skills
Account Management, Cold Calling, Management, Competitive Analysis, CRM, Risk Assessment, Hiring, Negotiation, Selling Skills, Sales, Cost Benefit, Leadership, Strategy, Sales Skills Training, Cost Analysis, Strategy Development, Technical Recruiting, Recruiting, Customer Service, Marketing, Team Building, Training, Business Development, Analysis
Education
Drexel University 1995 — 2001
Bachelor's, Finance and Accounting
Norwalk H.S.
Yale University
Samantha Shore Samantha Shore's Turner Investment Partners Experience August 2007 - January 2008
Job Client Specialist
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Vanguard October 2013 - July 2015
Leidos February 2013 - October 2013
maxIT Healthcare, an SAIC company August 2010 - February 2013
Delaware County Chamber of Commerce June 2008 - August 2008
Turner Investment Partners August 2007 - January 2008
Education
Widener University, Chester Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration; Management; Marketing
Ernst-Moritz-Arndt-Universität Greifswald 2009 — 2009
English Language and Literature, General
Robert W. Baird & Co. September 2015 - Present
Vanguard October 2013 - July 2015
Leidos February 2013 - October 2013
maxIT Healthcare, an SAIC company August 2010 - February 2013
Delaware County Chamber of Commerce June 2008 - August 2008
Turner Investment Partners August 2007 - January 2008
Education
Widener University, Chester Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration; Management; Marketing
Ernst-Moritz-Arndt-Universität Greifswald 2009 — 2009
English Language and Literature, General
Chris Mericle Chris Mericle's Turner Investment Partners Experience May 2008 - January 2009
Job Senior Operations Analyst at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) September 2013 - Present
JPMorgan Chase July 2012 - Present
JP Morgan Chase February 2011 - July 2012
Bank of America Merrill Lynch January 2010 - February 2011
Turner Investment Partners May 2008 - January 2009
S&A Homes August 2007 - May 2008
Northrop-Grumman July 2007 - July 2007
Bank of America May 2006 - September 2006
Skills
Finance, Management, Leadership, Bloomberg, Equities, Portfolio Management, Securities, Investments, Banking, Trading, Budgets, Fixed Income, Microsoft Excel
Education
Penn State University 2004 — 2009
B.S., Business Economics
Susquehanna International Group, LLP (SIG) September 2013 - Present
JPMorgan Chase July 2012 - Present
JP Morgan Chase February 2011 - July 2012
Bank of America Merrill Lynch January 2010 - February 2011
Turner Investment Partners May 2008 - January 2009
S&A Homes August 2007 - May 2008
Northrop-Grumman July 2007 - July 2007
Bank of America May 2006 - September 2006
Skills
Finance, Management, Leadership, Bloomberg, Equities, Portfolio Management, Securities, Investments, Banking, Trading, Budgets, Fixed Income, Microsoft Excel
Education
Penn State University 2004 — 2009
B.S., Business Economics
Frank McNamara, CIMA® Frank McNamara, CIMA®'s Turner Investment Partners Experience October 2009 - November 2012
Job Cohen & Steers,Regional Vice President for DC, VA, MD
Industry Financial Services
Experience
Cohen & Steers March 2013 - Present
Bennett Funds November 2012 - March 2013
Turner Investment Partners October 2009 - November 2012
Genworth January 2007 - February 2009
John Hancock 2005 - 2007
Commonwealth Financial Network October 2004 - October 2005
Skills
Series 7, Series 65, Mutual Funds, Hedge Funds, Public Speaking, Alternative Investments, REIT, MLP, Consultative Approach, RIAs, CIMA, Asset Management, Fixed Income, Asset Allocation, Investment Advisory, Separately Managed..., Series 63, Securities, Banking, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Financial Advisory, Strategic Financial..., ETFs, Equities, Fixed Annuities, Series 24, Investments, FINRA, 401k, Relationship Management, Portfolio Management
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (B.A.), Economics
Cohen & Steers March 2013 - Present
Bennett Funds November 2012 - March 2013
Turner Investment Partners October 2009 - November 2012
Genworth January 2007 - February 2009
John Hancock 2005 - 2007
Commonwealth Financial Network October 2004 - October 2005
Skills
Series 7, Series 65, Mutual Funds, Hedge Funds, Public Speaking, Alternative Investments, REIT, MLP, Consultative Approach, RIAs, CIMA, Asset Management, Fixed Income, Asset Allocation, Investment Advisory, Separately Managed..., Series 63, Securities, Banking, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Financial Advisory, Strategic Financial..., ETFs, Equities, Fixed Annuities, Series 24, Investments, FINRA, 401k, Relationship Management, Portfolio Management
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (B.A.), Economics
Marc Bianchi, CFA Marc Bianchi, CFA's Turner Investment Partners Experience 2004 - 2012
Job Equity Research Analyst Oilfield Services & Equipment at Cowen and Company
Industry Investment Management
Experience
Cowen and Company May 2013 - Present
Turner Investment Partners 2004 - 2012
Skills
Equity Research Analysis, Equity Research, Financial Modeling, Long/Short Equity, Portfolio Management, Investment Management, Asset Allocation, Asset Managment, Financial Accounting, Risk Management, Oil & Gas Services, Oil & Gas Exploration, Oil & Gas Industry, Oil & Gas Companies, Value Investing, Growth Investing, Market Data, Bloomberg Software, Bloomberg Terminal, Risk Metrics, Financial Software..., Equities
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Rollins College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brunswick School 1985 — 1996
Cowen and Company May 2013 - Present
Turner Investment Partners 2004 - 2012
Skills
Equity Research Analysis, Equity Research, Financial Modeling, Long/Short Equity, Portfolio Management, Investment Management, Asset Allocation, Asset Managment, Financial Accounting, Risk Management, Oil & Gas Services, Oil & Gas Exploration, Oil & Gas Industry, Oil & Gas Companies, Value Investing, Growth Investing, Market Data, Bloomberg Software, Bloomberg Terminal, Risk Metrics, Financial Software..., Equities
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Rollins College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brunswick School 1985 — 1996
David Kovacs, CFA's Turner Investment Partners Experience July 1998 - Present
Job Chief Investment Officer, Quantitative Strategies
Industry Investment Management
Experience
Turner Investment Partners July 1998 - Present
Pilgrim Baxter & Associates May 1993 - June 1998
Skills
Asset Management, Portfolio Management, Investments, Financial Modeling, Hedge Funds, Equities, Derivatives, Economics, Trading, Valuation, Securities, Asset, Risk Management, Risk, Mutual Funds, Investment Management, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance
University of Notre Dame 1985 — 1988
B.S., Mathematics
Turner Investment Partners July 1998 - Present
Pilgrim Baxter & Associates May 1993 - June 1998
Skills
Asset Management, Portfolio Management, Investments, Financial Modeling, Hedge Funds, Equities, Derivatives, Economics, Trading, Valuation, Securities, Asset, Risk Management, Risk, Mutual Funds, Investment Management, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance
University of Notre Dame 1985 — 1988
B.S., Mathematics
Lindsey Daniels's Turner Investment Partners Experience May 2011 - August 2011
Job Fixed Income Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2014 - Present
Genworth Financial August 2012 - June 2014
Turner Investment Partners May 2011 - August 2011
Skills
CRM software, Data Analysis, PowerPoint, Strategic Planning, Financial Modeling, Salesforce.com, Financial Analysis, Access, Sales, Microsoft Excel, Financial Reporting
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Business Administration - Finance; Minor in Latin American and Iberian Studies
Universitat Pompeu Fabra 2010 — 2010
Business, Spanish, Catalan
FactSet July 2014 - Present
Genworth Financial August 2012 - June 2014
Turner Investment Partners May 2011 - August 2011
Skills
CRM software, Data Analysis, PowerPoint, Strategic Planning, Financial Modeling, Salesforce.com, Financial Analysis, Access, Sales, Microsoft Excel, Financial Reporting
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Business Administration - Finance; Minor in Latin American and Iberian Studies
Universitat Pompeu Fabra 2010 — 2010
Business, Spanish, Catalan
Glenn Dever's Turner Investment Partners Experience February 1997 - December 2008
Job President at Coho Partners, Ltd.
Industry Investment Management
Experience
Coho Partners, Ltd. January 2009 - Present
Turner Investment Partners February 1997 - December 2008
Delaware Investments September 1994 - January 1997
NEPC January 1991 - September 1994
Ameritech October 1984 - December 1990
Skills
Investments, Valuation, Mutual Funds, Portfolio Management, New Business Development
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
Miami University 1980 — 1984
Bachelor of Science, Finance
Coho Partners, Ltd. January 2009 - Present
Turner Investment Partners February 1997 - December 2008
Delaware Investments September 1994 - January 1997
NEPC January 1991 - September 1994
Ameritech October 1984 - December 1990
Skills
Investments, Valuation, Mutual Funds, Portfolio Management, New Business Development
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
Miami University 1980 — 1984
Bachelor of Science, Finance
Gregory Jones, CFA Gregory Jones, CFA's Turner Investment Partners Experience July 2007 - October 2008
Job Director, Institutional Sales at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
Munder Capital Management October 2011 - October 2014
Turner Investments January 2011 - October 2011
Turner Investments October 2008 - January 2011
Turner Investment Partners July 2007 - October 2008
Prudential Equity Group June 2005 - June 2007
Education
Villanova University 2007 — 2009
Masters, Business Administration
University of Pennsylvania 2001 — 2005
BA, Classical Studies
MFS Investment Management November 2014 - Present
Munder Capital Management October 2011 - October 2014
Turner Investments January 2011 - October 2011
Turner Investments October 2008 - January 2011
Turner Investment Partners July 2007 - October 2008
Prudential Equity Group June 2005 - June 2007
Education
Villanova University 2007 — 2009
Masters, Business Administration
University of Pennsylvania 2001 — 2005
BA, Classical Studies
Natalie Li's Turner Investment Partners Experience October 2010 - September 2011
Job Performance & Attribution Analyst
Industry Financial Services
Experience
BlackRock August 2013 - Present
Turner Investment Partners October 2010 - September 2011
Turner Investment Partners September 2009 - May 2010
BlackRock, Inc. October 2008 - March 2009
Nuveen Investments September 2007 - March 2008
Trump Taj Mahal August 2004 - January 2005
Skills
Microsoft Office, Cantonese, SQL, Mandarin, Statistics
Education
Drexel University 2006 — 2011
Bachelor of Science in Business Administration, Business Administration
BlackRock August 2013 - Present
Turner Investment Partners October 2010 - September 2011
Turner Investment Partners September 2009 - May 2010
BlackRock, Inc. October 2008 - March 2009
Nuveen Investments September 2007 - March 2008
Trump Taj Mahal August 2004 - January 2005
Skills
Microsoft Office, Cantonese, SQL, Mandarin, Statistics
Education
Drexel University 2006 — 2011
Bachelor of Science in Business Administration, Business Administration
Joseph Knecht Joseph Knecht's Turner Investment Partners Experience January 2011 - Present
Job Vice President, Institutional Sales at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners October 2013 - Present
Turner Investment Partners January 2011 - Present
Skills
Mutual Funds, Financial Advisory, ETFs, Institutional Sales, Equities, Sales, Hedge Funds, Selling, Management, High Net Worth..., Series 63
Education
Villanova University 2006 — 2008
MBA
Bloomsburg University of Pennsylvania 1998 — 2002
BS, Marketing
Chartwell Investment Partners October 2013 - Present
Turner Investment Partners January 2011 - Present
Skills
Mutual Funds, Financial Advisory, ETFs, Institutional Sales, Equities, Sales, Hedge Funds, Selling, Management, High Net Worth..., Series 63
Education
Villanova University 2006 — 2008
MBA
Bloomsburg University of Pennsylvania 1998 — 2002
BS, Marketing
Patrick Manieri's Turner Investment Partners Experience December 2009 - August 2010
Job Sr. Analyst at ACE Group, PMP Certified
Industry Information Technology and Services
Experience
ACE Group August 2015 - Present
ACE Group August 2012 - August 2015
Cambridge Associates March 2011 - August 2012
Turner Investment Partners December 2009 - August 2010
Skills
Financial Analysis, Business Analysis, Business Strategy, Business Process..., Financial Reporting, User Acceptance Testing, Workflow Management, Cognos, Hyperion Enterprise, Microsoft Office, Project Management, Procedure Development, Project Scope..., Requirements Gathering, Data Analysis, Financial Modeling
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
ACE Group August 2015 - Present
ACE Group August 2012 - August 2015
Cambridge Associates March 2011 - August 2012
Turner Investment Partners December 2009 - August 2010
Skills
Financial Analysis, Business Analysis, Business Strategy, Business Process..., Financial Reporting, User Acceptance Testing, Workflow Management, Cognos, Hyperion Enterprise, Microsoft Office, Project Management, Procedure Development, Project Scope..., Requirements Gathering, Data Analysis, Financial Modeling
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Pete Hladish Pete Hladish's Turner Investment Partners Experience December 2010 - August 2011
Job National Healthcare Recruiter at The Judge Group
Industry Hospital & Health Care
Experience
The Judge Group August 2015 - Present
JPMorgan Chase July 2014 - July 2015
JPMorgan Chase July 2012 - June 2014
Turner Investment Partners December 2010 - August 2011
Skills
Bloomberg, Portia, Microsoft Office, Mainframe, Investment Banking, Finance, Training, Investments, Analysis, Account Reconciliation, Mutual Funds, Financial Accounting, Capital Budgeting, Financial Reporting, Financial Risk, Strategic Financial..., Economics, Financial Services, Capital Markets, Financial Statements, Portfolio Management, Financial Markets, Economic Development, Trading, Economic Research, Financial Analysis
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance
Cardinal O'Hara High School 2004 — 2008
The Judge Group August 2015 - Present
JPMorgan Chase July 2014 - July 2015
JPMorgan Chase July 2012 - June 2014
Turner Investment Partners December 2010 - August 2011
Skills
Bloomberg, Portia, Microsoft Office, Mainframe, Investment Banking, Finance, Training, Investments, Analysis, Account Reconciliation, Mutual Funds, Financial Accounting, Capital Budgeting, Financial Reporting, Financial Risk, Strategic Financial..., Economics, Financial Services, Capital Markets, Financial Statements, Portfolio Management, Financial Markets, Economic Development, Trading, Economic Research, Financial Analysis
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance
Cardinal O'Hara High School 2004 — 2008
John Harrington's Turner Investment Partners Experience 2009 - 2012
Job Director, Consultant Relations at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC August 2015 - Present
PNC Capital Advisors, LLC March 2014 - Present
Wellesley Free Library Foundation July 2008 - June 2014
Old Mutual Asset Management 2012 - 2012
Turner Investment Partners 2009 - 2012
Acadian Asset Management 2005 - 2009
Wellington Management Company, LLP 2000 - 2005
FMR Co., Fidelity Investments 1998 - 2000
Fidelity Investments 1992 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Masters in Science in Finance (MSF)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance
University College Dublin 1991 — 1992
MA, MA- Anglo-Irish Literature
Boston College 1986 — 1990
AB, English
Catholic Memorial High School 1983 — 1986
PNC Capital Advisors, LLC August 2015 - Present
PNC Capital Advisors, LLC March 2014 - Present
Wellesley Free Library Foundation July 2008 - June 2014
Old Mutual Asset Management 2012 - 2012
Turner Investment Partners 2009 - 2012
Acadian Asset Management 2005 - 2009
Wellington Management Company, LLP 2000 - 2005
FMR Co., Fidelity Investments 1998 - 2000
Fidelity Investments 1992 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Masters in Science in Finance (MSF)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance
University College Dublin 1991 — 1992
MA, MA- Anglo-Irish Literature
Boston College 1986 — 1990
AB, English
Catholic Memorial High School 1983 — 1986
Karen Vesely Karen Vesely's Turner Investment Partners Experience October 2000 - December 2002
Job Nonprofit Consultant
Industry Nonprofit Organization Management
Experience
Self Employed October 2013 - Present
Glenmede Trust Company May 2009 - July 2013
Locke Financial Consulting November 2008 - April 2009
SEI Investments December 2002 - March 2008
Turner Investment Partners October 2000 - December 2002
Russell Investment Group June 1996 - September 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Investments, Mutual Funds, Investment Management, Investment Strategies, Hedge Funds, Series 7, Equities, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA, Finance & Accounting
University of Puget Sound 1981 — 1985
BA, Psychology
Self Employed October 2013 - Present
Glenmede Trust Company May 2009 - July 2013
Locke Financial Consulting November 2008 - April 2009
SEI Investments December 2002 - March 2008
Turner Investment Partners October 2000 - December 2002
Russell Investment Group June 1996 - September 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Investments, Mutual Funds, Investment Management, Investment Strategies, Hedge Funds, Series 7, Equities, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA, Finance & Accounting
University of Puget Sound 1981 — 1985
BA, Psychology
Chelsea Forrest Chelsea Forrest's Turner Investment Partners Experience March 2010 - September 2010
Job Restructuring Senior Consultant at Ernst & Young
Industry Financial Services
Experience
Ernst & Young February 2011 - Present
Turner Investment Partners March 2010 - September 2010
KPMG LLP September 2008 - March 2009
BNP Paribas September 2007 - April 2008
Skills
Accounting, Financial Modeling, Valuation, Bloomberg, Investments, Equities, Auditing, Internal Controls, Portfolio Management, Finance, Due Diligence, Financial Risk, Mergers, Financial Analysis, Mutual Funds, Economics, Securities, Restructuring, Account Reconciliation, Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Corporate Finance
Education
Drexel University 2006 — 2010
BSBA, Accounting and Finance
Stamford High 2001 — 2006
Ernst & Young February 2011 - Present
Turner Investment Partners March 2010 - September 2010
KPMG LLP September 2008 - March 2009
BNP Paribas September 2007 - April 2008
Skills
Accounting, Financial Modeling, Valuation, Bloomberg, Investments, Equities, Auditing, Internal Controls, Portfolio Management, Finance, Due Diligence, Financial Risk, Mergers, Financial Analysis, Mutual Funds, Economics, Securities, Restructuring, Account Reconciliation, Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Corporate Finance
Education
Drexel University 2006 — 2010
BSBA, Accounting and Finance
Stamford High 2001 — 2006
Jill Homan Jill Homan's Turner Investment Partners Experience September 2001 - October 2008
Job Employee Benefits Consultant Univest Insurance
Industry Financial Services
Experience
Univest February 2011 - Present
ADP November 2009 - March 2011
Turner Investment Partners September 2001 - October 2008
Skills
Human Resources, Recruiting, Employee Benefits, HRIS, Management, Series 63, Payroll, Personnel Management, Sales, Sales Management, Account Management, ADP Payroll, Outsourcing, Insurance, Leadership, HR Consulting
Education
University of Delaware 1996 — 2000
BS in BA, Marketing
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS, Business Administration
Univest February 2011 - Present
ADP November 2009 - March 2011
Turner Investment Partners September 2001 - October 2008
Skills
Human Resources, Recruiting, Employee Benefits, HRIS, Management, Series 63, Payroll, Personnel Management, Sales, Sales Management, Account Management, ADP Payroll, Outsourcing, Insurance, Leadership, HR Consulting
Education
University of Delaware 1996 — 2000
BS in BA, Marketing
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS, Business Administration
Alex Chong Alex Chong's Turner Investment Partners Experience December 2005 - August 2006
Job Technical Account Manager at Qualys
Industry Information Technology and Services
Experience
Qualys December 2013 - Present
Accenture - IT Strategy, Infrastructure and Security April 2011 - November 2013
KPMG May 2009 - April 2011
Protiviti February 2007 - May 2009
Barclays 2007 - 2007
Turner Investment Partners December 2005 - August 2006
Viacom (MTV) May 2005 - August 2005
Skills
PCI DSS, Vendor Management, DLP, Information Security..., Security, Vulnerability Assessment, Penetration Testing, Information Security, Network Security, CISA, ISO 27001, Data Security, Risk Assessment, Firewalls, Data Privacy
Education
Penn State University
IST
Qualys December 2013 - Present
Accenture - IT Strategy, Infrastructure and Security April 2011 - November 2013
KPMG May 2009 - April 2011
Protiviti February 2007 - May 2009
Barclays 2007 - 2007
Turner Investment Partners December 2005 - August 2006
Viacom (MTV) May 2005 - August 2005
Skills
PCI DSS, Vendor Management, DLP, Information Security..., Security, Vulnerability Assessment, Penetration Testing, Information Security, Network Security, CISA, ISO 27001, Data Security, Risk Assessment, Firewalls, Data Privacy
Education
Penn State University
IST
Robert Raimondo Robert Raimondo's Turner Investment Partners Experience December 2008 - August 2009
Job Regulatory Reporting Manager Officer at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
MarkitSERV January 2014 - April 2015
MarkitSERV August 2012 - December 2013
J.P. Morgan February 2010 - August 2012
J.P. Morgan February 2010 - January 2012
Turner Investment Partners December 2008 - August 2009
Skills
Factset, Portia, Bloomberg, Excel, PowerPoint, WINS, Summit, Finance, Derivatives, Microsoft Excel, Superior Work Ethic, Hedge Funds, Portfolio Management
Education
Penn State University 2006 — 2009
BA, BS, Finance and Economics
State Street April 2015 - Present
MarkitSERV January 2014 - April 2015
MarkitSERV August 2012 - December 2013
J.P. Morgan February 2010 - August 2012
J.P. Morgan February 2010 - January 2012
Turner Investment Partners December 2008 - August 2009
Skills
Factset, Portia, Bloomberg, Excel, PowerPoint, WINS, Summit, Finance, Derivatives, Microsoft Excel, Superior Work Ethic, Hedge Funds, Portfolio Management
Education
Penn State University 2006 — 2009
BA, BS, Finance and Economics
Amber Cannegieter Amber Cannegieter's Turner Investment Partners Experience August 2009 - November 2010
Job Key Account Manager at PFM Asset Management LLC
Industry Financial Services
Experience
PFM Asset Management June 2013 - Present
Turner Investments, L.P. January 2013 - June 2013
Turner Investments November 2010 - December 2012
Turner Investment Partners August 2009 - November 2010
Turner Investment Partners May 2007 - August 2009
The Vanguard Group September 2005 - May 2007
Skills
Series 7, Series 6, Series 63
Education
Penn State University 2000 — 2004
BS, Business Management
PFM Asset Management June 2013 - Present
Turner Investments, L.P. January 2013 - June 2013
Turner Investments November 2010 - December 2012
Turner Investment Partners August 2009 - November 2010
Turner Investment Partners May 2007 - August 2009
The Vanguard Group September 2005 - May 2007
Skills
Series 7, Series 6, Series 63
Education
Penn State University 2000 — 2004
BS, Business Management
Kenny Turner Kenny Turner's Turner Investment Partners Experience August 2001 - August 2003
Job Capital Markets at Genworth Financial
Industry Financial Services
Experience
Genworth Mortgage Insurance August 2008 - Present
Genworth Mortgage Insurance January 2007 - February 2008
Genworth Financial August 2003 - January 2007
Turner Investment Partners August 2001 - August 2003
Eli Lilly May 1999 - August 1999
Various Professional Basketball Organizations June 1991 - August 1999
Deloitte May 1992 - June 1993
Skills
New Business Development, Investments, Portfolio Management, Portuguese, Deal Structuring, Negotiation, Regulatory Affairs, Pricing Strategy, Business Strategy, Business Analytics, Sales Management, Youth Mentoring, Residential Mortgages, MBS, Capital Markets, Capital Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
University of Virginia 1988 — 1991
B.S., Accounting
Genworth Mortgage Insurance August 2008 - Present
Genworth Mortgage Insurance January 2007 - February 2008
Genworth Financial August 2003 - January 2007
Turner Investment Partners August 2001 - August 2003
Eli Lilly May 1999 - August 1999
Various Professional Basketball Organizations June 1991 - August 1999
Deloitte May 1992 - June 1993
Skills
New Business Development, Investments, Portfolio Management, Portuguese, Deal Structuring, Negotiation, Regulatory Affairs, Pricing Strategy, Business Strategy, Business Analytics, Sales Management, Youth Mentoring, Residential Mortgages, MBS, Capital Markets, Capital Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
University of Virginia 1988 — 1991
B.S., Accounting
John Pak's Turner Investment Partners Experience January 2000 - June 2002
Job Senior Financial Advisor at Edge Wealth Management
Industry Financial Services
Experience
Edge Wealth Management November 2009 - Present
Black Pearl Asset Management June 2002 - November 2009
Turner Investment Partners January 2000 - June 2002
Tuttle 1998 - 2000
Tuttle & Co. 1995 - 2000
Skills
I am restricted from...
Education
University of San Francisco 1990 — 1995
MA, Economics
University of San Francisco
BA, Economics
Deerfield Academy 1978 — 1981
University of San Francisco
MA, Economics
Edge Wealth Management November 2009 - Present
Black Pearl Asset Management June 2002 - November 2009
Turner Investment Partners January 2000 - June 2002
Tuttle 1998 - 2000
Tuttle & Co. 1995 - 2000
Skills
I am restricted from...
Education
University of San Francisco 1990 — 1995
MA, Economics
University of San Francisco
BA, Economics
Deerfield Academy 1978 — 1981
University of San Francisco
MA, Economics
Ed Foley Ed Foley's Turner Investment Partners Experience 2001 - 2005
Job Marketing Manager at Reliance Standard
Industry Financial Services
Experience
Reliance Standard November 2010 - Present
Jenkintown Borough January 2010 - Present
Wyncote Marketing Communications June 2009 - November 2010
BlackRock 2005 - 2009
Turner Investment Partners 2001 - 2005
Lincoln Financial Group 1999 - 2001
MFS Investment Management 1990 - 1999
Smith Badofsky and Raffel Advertising 1988 - 1989
First Marketing Corp 1986 - 1988
The Daily Egyptian September 1983 - August 1984
Skills
B2B, CRM Integration, Team Leadership, Financial Services, Marketing, Marketing Communications, Insurance, Strategic Planning, New Business Development, Project Management, Vendor Management, Marketing Strategy, Email Marketing, CRM, Integrated Marketing, Leadership, Management, SEO, Sales, Social Media, Strategy
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Journalism
Reliance Standard November 2010 - Present
Jenkintown Borough January 2010 - Present
Wyncote Marketing Communications June 2009 - November 2010
BlackRock 2005 - 2009
Turner Investment Partners 2001 - 2005
Lincoln Financial Group 1999 - 2001
MFS Investment Management 1990 - 1999
Smith Badofsky and Raffel Advertising 1988 - 1989
First Marketing Corp 1986 - 1988
The Daily Egyptian September 1983 - August 1984
Skills
B2B, CRM Integration, Team Leadership, Financial Services, Marketing, Marketing Communications, Insurance, Strategic Planning, New Business Development, Project Management, Vendor Management, Marketing Strategy, Email Marketing, CRM, Integrated Marketing, Leadership, Management, SEO, Sales, Social Media, Strategy
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Journalism
Kelly Waltrich Kelly Waltrich's Turner Investment Partners Experience September 2007 - March 2010
Job Marketing and Communications
Industry Financial Services
Experience
eMoney Advisor September 2015 - Present
Vanguard Realty Associates January 2012 - Present
eMoney Advisor November 2013 - August 2015
Janney Montgomery Scott May 2013 - November 2013
Janney Montgomery Scott September 2012 - May 2013
Janney Montgomery Scott June 2011 - September 2012
1934 Group March 2010 - April 2011
Turner Investment Partners September 2007 - March 2010
Valley Forge Asset Management August 2005 - September 2007
Skills
Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Series 7, Direct Marketing, Online Advertising, Strategy, Event Planning, New Business Development, Online Marketing, Management, Wealth Management, Business Development, Uniform Combined State..., Leadership, Investments, Asset Allocation, Email Marketing, Mutual Funds, Advertising, Project Management, Market Research, Digital Marketing, Financial Services, Retirement Planning, Strategic Communications, Digital Strategy, Series 63, Investment Advisory, Alternative Investments, Investment Strategies, Corporate Communications, Brand Management, Analytics, Relationship Management, Public Relations, Media Buying, Customer Service, Internal Communications, Lead Generation, Content Management, Crisis Communications, Contract Negotiation, Vendor Management, PPC, Social Media, Marketing Automation, Inbound Marketing, Technical Communication
Education
James Madison University - College of Business 2001 — 2005
Bachelors Business Administration, Marketing & Communications
Spring Ford High School 1998 — 2001
eMoney Advisor September 2015 - Present
Vanguard Realty Associates January 2012 - Present
eMoney Advisor November 2013 - August 2015
Janney Montgomery Scott May 2013 - November 2013
Janney Montgomery Scott September 2012 - May 2013
Janney Montgomery Scott June 2011 - September 2012
1934 Group March 2010 - April 2011
Turner Investment Partners September 2007 - March 2010
Valley Forge Asset Management August 2005 - September 2007
Skills
Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Series 7, Direct Marketing, Online Advertising, Strategy, Event Planning, New Business Development, Online Marketing, Management, Wealth Management, Business Development, Uniform Combined State..., Leadership, Investments, Asset Allocation, Email Marketing, Mutual Funds, Advertising, Project Management, Market Research, Digital Marketing, Financial Services, Retirement Planning, Strategic Communications, Digital Strategy, Series 63, Investment Advisory, Alternative Investments, Investment Strategies, Corporate Communications, Brand Management, Analytics, Relationship Management, Public Relations, Media Buying, Customer Service, Internal Communications, Lead Generation, Content Management, Crisis Communications, Contract Negotiation, Vendor Management, PPC, Social Media, Marketing Automation, Inbound Marketing, Technical Communication
Education
James Madison University - College of Business 2001 — 2005
Bachelors Business Administration, Marketing & Communications
Spring Ford High School 1998 — 2001
Jeffrey Lengler, CFA Jeffrey Lengler, CFA's Turner Investment Partners Experience March 2008 - September 2008
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2011 - Present
Macquarie Capital (Formerly Fox-Pitt, Kelton) June 2009 - March 2011
Turner Investment Partners March 2008 - September 2008
Skills
Equity Research, Stock Valuation, FIG, Analytical Modelling, Financial Analysis, Investments, Regional Banks, Credit Cards, Valuation, Sell Side, Banking, VBA, Financial Statement..., Series 63, Series 7, Securities, Equity Valuation, Financial Modeling, Equities, Bloomberg, Financial Institutions, Bloomberg Terminal, Fixed Income, Hedge Funds, Asset Management, Investment Management, Buy-side, Alternative Investments, Financial Services, Chartered Financial..., Capital Markets
Education
Drexel University 2005 — 2009
BS, Commerce and Engineering, concentration in Finance
Goldman Sachs March 2011 - Present
Macquarie Capital (Formerly Fox-Pitt, Kelton) June 2009 - March 2011
Turner Investment Partners March 2008 - September 2008
Skills
Equity Research, Stock Valuation, FIG, Analytical Modelling, Financial Analysis, Investments, Regional Banks, Credit Cards, Valuation, Sell Side, Banking, VBA, Financial Statement..., Series 63, Series 7, Securities, Equity Valuation, Financial Modeling, Equities, Bloomberg, Financial Institutions, Bloomberg Terminal, Fixed Income, Hedge Funds, Asset Management, Investment Management, Buy-side, Alternative Investments, Financial Services, Chartered Financial..., Capital Markets
Education
Drexel University 2005 — 2009
BS, Commerce and Engineering, concentration in Finance
Patrick McGann's Turner Investment Partners Experience March 2011 - September 2011
Job Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. May 2015 - Present
Public Financial Management July 2013 - May 2015
BNP Paribas March 2012 - September 2012
Turner Investment Partners March 2011 - September 2011
PECO Energy March 2010 - March 2011
Skills
Financial Analysis, Investments, Finance, Equities, Portfolio Management, VBA, Analysis, Hedge Funds, Microsoft Office, Management, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Asset Managment, Financial Reporting, Risk Management, Accounting, Alternative Investments, Data Analysis, Microsoft Excel, Business Strategy, Valuation, Access, CRM, Visual Basic, Project Finance, Cash Flow Analysis, Capital Budgeting
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration - Finance Concentration, Finance
La Salle College High School
Raymond James Financial, Inc. May 2015 - Present
Public Financial Management July 2013 - May 2015
BNP Paribas March 2012 - September 2012
Turner Investment Partners March 2011 - September 2011
PECO Energy March 2010 - March 2011
Skills
Financial Analysis, Investments, Finance, Equities, Portfolio Management, VBA, Analysis, Hedge Funds, Microsoft Office, Management, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Asset Managment, Financial Reporting, Risk Management, Accounting, Alternative Investments, Data Analysis, Microsoft Excel, Business Strategy, Valuation, Access, CRM, Visual Basic, Project Finance, Cash Flow Analysis, Capital Budgeting
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration - Finance Concentration, Finance
La Salle College High School
Trevor Seufer, MBA Trevor Seufer, MBA's Turner Investment Partners Experience May 2007 - August 2007
Job Treasury Planning Analyst @ Air Products
Industry Chemicals
Experience
Air Products and Chemicals January 2013 - Present
1847Financial August 2010 - October 2013
Edward Jones November 2008 - August 2010
National Collegiate Underwriters and Administrators December 2006 - January 2009
Turner Investment Partners May 2007 - August 2007
Fordham University October 2005 - December 2006
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance, Economics, 3.9
Fordham University 2004 — 2008
BS, Finance, 3.5
Air Products and Chemicals January 2013 - Present
1847Financial August 2010 - October 2013
Edward Jones November 2008 - August 2010
National Collegiate Underwriters and Administrators December 2006 - January 2009
Turner Investment Partners May 2007 - August 2007
Fordham University October 2005 - December 2006
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance, Economics, 3.9
Fordham University 2004 — 2008
BS, Finance, 3.5
Daniel McManus Daniel McManus's Turner Investment Partners Experience March 1995 - Present
Job Managing Director of Global Equity Trading at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. March 1995 - Present
Turner Investment Partners March 1995 - Present
Delaware Investments, a member of the Macquarie Group March 1994 - March 1995
Foley Mufson & Howe March 1993 - March 1994
Meridian Asset Management April 1988 - March 1993
Provident National Bank April 1985 - April 1988
Skills
Alternative Investments, Equity trading, Trading Desk Management, Global Equity, Public Speaking, Institutional..., Managing Director, Vendor Management, Soft Dollar Management, Trading Education, Bloomberg, Reuters, Factset, Athena, Derivatives, Technical Analysis, Hedge Funds, Securities, Electronic Trading, Investments, Financial Markets, Emerging Markets, Trading Strategies, Investment Management, Equity Research, Equity Trading, Equities, Series 63, Investment Strategies
Education
Wharton School, University of Pennsylvania 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management, Cum Laude
Turner Investments, L.P. March 1995 - Present
Turner Investment Partners March 1995 - Present
Delaware Investments, a member of the Macquarie Group March 1994 - March 1995
Foley Mufson & Howe March 1993 - March 1994
Meridian Asset Management April 1988 - March 1993
Provident National Bank April 1985 - April 1988
Skills
Alternative Investments, Equity trading, Trading Desk Management, Global Equity, Public Speaking, Institutional..., Managing Director, Vendor Management, Soft Dollar Management, Trading Education, Bloomberg, Reuters, Factset, Athena, Derivatives, Technical Analysis, Hedge Funds, Securities, Electronic Trading, Investments, Financial Markets, Emerging Markets, Trading Strategies, Investment Management, Equity Research, Equity Trading, Equities, Series 63, Investment Strategies
Education
Wharton School, University of Pennsylvania 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management, Cum Laude
Michelle Benner Michelle Benner's Turner Investment Partners Experience April 2007 - October 2008
Job Client Relationship Manager at Ascensus
Industry Financial Services
Experience
Ascensus June 2015 - Present
Coho Partners, Ltd. July 2012 - November 2014
Lincoln Financial Group February 2012 - July 2012
Beneficial Advisors, LLC September 2009 - January 2011
Turner Investment Partners April 2007 - October 2008
SEI Investments October 1998 - March 2007
Skills
Investments, Mutual Funds, New Business Development, Multimedia, Relationship Management, Asset Management, Training, Customer Relations, Series 7, Series 63, 401k, Banking, Financial Services, CRM, Marketing, Press Releases, Strategic Financial..., Customer Service, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1983 — 1986
BA, Sociology
Montoursville High School
Ascensus June 2015 - Present
Coho Partners, Ltd. July 2012 - November 2014
Lincoln Financial Group February 2012 - July 2012
Beneficial Advisors, LLC September 2009 - January 2011
Turner Investment Partners April 2007 - October 2008
SEI Investments October 1998 - March 2007
Skills
Investments, Mutual Funds, New Business Development, Multimedia, Relationship Management, Asset Management, Training, Customer Relations, Series 7, Series 63, 401k, Banking, Financial Services, CRM, Marketing, Press Releases, Strategic Financial..., Customer Service, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1983 — 1986
BA, Sociology
Montoursville High School
Theresa Hoang-Tran, CFA Theresa Hoang-Tran, CFA's Turner Investment Partners Experience August 2007 - May 2014
Job Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments 2015 - Present
Turner Investment Partners August 2007 - May 2014
Towers Watson 2004 - 2007
Skills
Equities, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Financial Modeling, Asset Management, Investments, Fixed Income, Valuation, Mutual Funds, Capital Markets, Series 7, Investment Management
Education
Temple University
Bachelor's degree, Finance, General
American Century Investments 2015 - Present
Turner Investment Partners August 2007 - May 2014
Towers Watson 2004 - 2007
Skills
Equities, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Financial Modeling, Asset Management, Investments, Fixed Income, Valuation, Mutual Funds, Capital Markets, Series 7, Investment Management
Education
Temple University
Bachelor's degree, Finance, General
Caitlin Bryson Caitlin Bryson's Turner Investment Partners Experience December 2010 - July 2012
Job Vice President, Wealth Management Distribution at Schooner Investment Group LLC
Industry Investment Management
Experience
Schooner Investment Group LLC September 2014 - Present
Eaton Vance August 2012 - August 2014
Turner Investment Partners December 2010 - July 2012
Janney Montgomery Scott July 2010 - December 2010
Janney Montgomery Scott November 2008 - July 2010
Janney Montgomery Scott January 2008 - November 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs
Education
Merrimack College 2003 — 2006
Bachelor of Arts (B.A.), Communication Studies
Fordham University 2002 — 2003
Bachelor of Arts (B.A.)
Schooner Investment Group LLC September 2014 - Present
Eaton Vance August 2012 - August 2014
Turner Investment Partners December 2010 - July 2012
Janney Montgomery Scott July 2010 - December 2010
Janney Montgomery Scott November 2008 - July 2010
Janney Montgomery Scott January 2008 - November 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs
Education
Merrimack College 2003 — 2006
Bachelor of Arts (B.A.), Communication Studies
Fordham University 2002 — 2003
Bachelor of Arts (B.A.)
Megan (Charlton) Ruzomberka, MS, CMPP Megan (Charlton) Ruzomberka, MS, CMPP's Turner Investment Partners Experience June 2010 - May 2011
Job Associate Director, Project Management at Synchrony Medical Communications
Industry Pharmaceuticals
Experience
Synchrony Healthcare Group May 2014 - Present
Synchrony Healthcare Group May 2011 - April 2014
Turner Investment Partners June 2010 - May 2011
Springer March 2008 - June 2010
Current Medicine Group February 2006 - March 2008
Current Medicine Group September 2005 - January 2006
Slack Inc. 2004 - 2005
Skills
Publications, Editing, Publishing, Online Publishing, Proofreading, Content Development, Medical Writing, Pharmaceutical Industry, Press Releases, Editorial, Corporate Communications, Books, Copy Editing, Content Management, Newsletters
Education
Penn State University 2000 — 2004
Bachelor of Arts, Journalism, with minors in Psychology & Sociology
Drexel University 2005 — 2007
Master of Science, Publication Management
Synchrony Healthcare Group May 2014 - Present
Synchrony Healthcare Group May 2011 - April 2014
Turner Investment Partners June 2010 - May 2011
Springer March 2008 - June 2010
Current Medicine Group February 2006 - March 2008
Current Medicine Group September 2005 - January 2006
Slack Inc. 2004 - 2005
Skills
Publications, Editing, Publishing, Online Publishing, Proofreading, Content Development, Medical Writing, Pharmaceutical Industry, Press Releases, Editorial, Corporate Communications, Books, Copy Editing, Content Management, Newsletters
Education
Penn State University 2000 — 2004
Bachelor of Arts, Journalism, with minors in Psychology & Sociology
Drexel University 2005 — 2007
Master of Science, Publication Management
Eric Kleppe, CFA, CAIA's Turner Investment Partners Experience September 2004 - December 2011
Job Investment Professional looking for next opportunity
Industry Investment Management
Experience
Investment Professional looking for next opportunity May 2015 - Present
Diamond Hill Capital Management, Inc. April 2014 - April 2015
Diamond Hill Capital Management, Inc. February 2013 - March 2014
Turner Investments January 2012 - February 2013
Turner Investment Partners September 2004 - December 2011
The Vanguard Group September 1998 - September 2004
Wellington Management Company, LLP 1996 - 1998
Fulton Financial Corporation June 1991 - February 1996
Skills
Mutual Funds, Hedge Funds, Equities, Investment Management, Alternative Investments, ETFs, Bloomberg, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Equity Research, Investments, Series 7
Education
Penn State University 1993 — 1995
MBA, Finance
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Management
Investment Professional looking for next opportunity May 2015 - Present
Diamond Hill Capital Management, Inc. April 2014 - April 2015
Diamond Hill Capital Management, Inc. February 2013 - March 2014
Turner Investments January 2012 - February 2013
Turner Investment Partners September 2004 - December 2011
The Vanguard Group September 1998 - September 2004
Wellington Management Company, LLP 1996 - 1998
Fulton Financial Corporation June 1991 - February 1996
Skills
Mutual Funds, Hedge Funds, Equities, Investment Management, Alternative Investments, ETFs, Bloomberg, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Equity Research, Investments, Series 7
Education
Penn State University 1993 — 1995
MBA, Finance
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Management
Andrew Marenco Andrew Marenco's Turner Investment Partners Experience 2009 - 2010
Job Financial Operating Analyst at Graham Partners
Industry Financial Services
Experience
Graham Partners June 2014 - Present
Ernst & Young January 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Turner Investment Partners 2009 - 2010
Skills
Internal Controls, Excel, PowerPoint, Word, Financial Modeling, FactSet, Capital IQ, Bloomberg Terminal, Enterprise Valuation
Education
Penn State University 2006 — 2010
BS, Finance
Graham Partners June 2014 - Present
Ernst & Young January 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Turner Investment Partners 2009 - 2010
Skills
Internal Controls, Excel, PowerPoint, Word, Financial Modeling, FactSet, Capital IQ, Bloomberg Terminal, Enterprise Valuation
Education
Penn State University 2006 — 2010
BS, Finance
Navarro Chamberlain Navarro Chamberlain's Turner Investment Partners Experience December 2007 - August 2008
Job Experienced Identity Management and Security Professional
Industry Information Technology and Services
Experience
TEKsystems April 2015 - Present
Microsoft June 2013 - March 2015
FishNet Security January 2012 - June 2013
Logic Trends June 2011 - January 2012
SRA International June 2009 - June 2011
Penn State University September 2008 - June 2009
Penn State Hospitality Services September 2005 - June 2009
Turner Investment Partners December 2007 - August 2008
Skills
Microsoft Office, Microsoft Forefront..., Active Directory, Mac OS X, Blackberry Enterprise..., DoubleTake, VMware ESX, VMware Infrastructure, VMware Server, VMware Workstation, Microsoft Forefront..., C#, VBScript, CRL, Microsoft Exchange, Active Directory..., Hyper-V, Federal Government, Microsoft Forefront..., SailPoint, FIM, OS X, Information Technology, Computer Security
Education
Drexel University 2010 — 2013
M.S., Information Systems
Penn State University 2005 — 2009
B.S., Information Sciences And Technology
TEKsystems April 2015 - Present
Microsoft June 2013 - March 2015
FishNet Security January 2012 - June 2013
Logic Trends June 2011 - January 2012
SRA International June 2009 - June 2011
Penn State University September 2008 - June 2009
Penn State Hospitality Services September 2005 - June 2009
Turner Investment Partners December 2007 - August 2008
Skills
Microsoft Office, Microsoft Forefront..., Active Directory, Mac OS X, Blackberry Enterprise..., DoubleTake, VMware ESX, VMware Infrastructure, VMware Server, VMware Workstation, Microsoft Forefront..., C#, VBScript, CRL, Microsoft Exchange, Active Directory..., Hyper-V, Federal Government, Microsoft Forefront..., SailPoint, FIM, OS X, Information Technology, Computer Security
Education
Drexel University 2010 — 2013
M.S., Information Systems
Penn State University 2005 — 2009
B.S., Information Sciences And Technology
Brian Falciglia Brian Falciglia's Turner Investment Partners Experience August 2002 - September 2003
Job Natural Gas and Crude Oil Derivatives Broker at GA Global Markets LLC
Industry Oil & Energy
Experience
GA Global Markets LLC October 2011 - Present
Cornerstone Global Commodities June 2010 - August 2011
Tradition November 2003 - December 2008
Turner Investment Partners August 2002 - September 2003
Skills
Options, Commodity, Proprietary Trading, Electronic Trading, Trading Strategies, Trading Systems, Energy Markets, Traders, Commodity Risk..., Equities, FX Options, Financial Markets, Fixed Income, Market Making, Technical Analysis, Volatility, Arbitrage
Education
Bucknell University 1998 — 2002
Double Major: BS in Business Administration, and BA in Economics, Finance
GA Global Markets LLC October 2011 - Present
Cornerstone Global Commodities June 2010 - August 2011
Tradition November 2003 - December 2008
Turner Investment Partners August 2002 - September 2003
Skills
Options, Commodity, Proprietary Trading, Electronic Trading, Trading Strategies, Trading Systems, Energy Markets, Traders, Commodity Risk..., Equities, FX Options, Financial Markets, Fixed Income, Market Making, Technical Analysis, Volatility, Arbitrage
Education
Bucknell University 1998 — 2002
Double Major: BS in Business Administration, and BA in Economics, Finance
Lynne Korlewitz Lynne Korlewitz's Turner Investment Partners Experience 2005 - 2005
Job Website Content Manager
Industry Online Media
Experience
Bowen Consulting Group October 2011 - May 2014
Ceridian July 2008 - October 2011
Ceridian 2006 - 2008
Independent Benefit Services 2005 - 2006
Turner Investment Partners 2005 - 2005
The Vanguard Group 2000 - 2005
Aetna 1999 - 2000
Aetna 1998 - 1999
Skills
HTML, Photoshop, Dreamweaver, Css, Adobe Creative Suite, Training, Leadership, Social Media, Program Management, Employee Benefits, Project Management, Proposal Writing, Social Networking
Education
Lebanon Valley College 1994 — 1998
Bachelor's degree, English Communications, Business Management
Bowen Consulting Group October 2011 - May 2014
Ceridian July 2008 - October 2011
Ceridian 2006 - 2008
Independent Benefit Services 2005 - 2006
Turner Investment Partners 2005 - 2005
The Vanguard Group 2000 - 2005
Aetna 1999 - 2000
Aetna 1998 - 1999
Skills
HTML, Photoshop, Dreamweaver, Css, Adobe Creative Suite, Training, Leadership, Social Media, Program Management, Employee Benefits, Project Management, Proposal Writing, Social Networking
Education
Lebanon Valley College 1994 — 1998
Bachelor's degree, English Communications, Business Management
Laura A Kalbach Laura A Kalbach's Turner Investment Partners Experience May 2005 - April 2007
Job Marketing at Innotech Benefit Solutions
Industry Insurance
Experience
Innotech Benefit Solutions April 2012 - Present
Tastefully Simple October 2010 - Present
Freelance 2007 - Present
Benefits Technologies April 2007 - July 2011
Turner Investment Partners May 2005 - April 2007
Turner Investment Partners June 2003 - May 2005
Turner Investment Partners June 2001 - April 2003
Skills
Marketing, Management, Email Marketing, Account Management, Insurance, Marketing Communications, Strategy, Customer Service, Direct Mail, Program Management, Project Planning, PowerPoint, Sales
Education
Delaware Valley University 1999 — 2003
Delaware Valley College
BS, Business Administration
Villa Maria Academy 1995 — 1999
Innotech Benefit Solutions April 2012 - Present
Tastefully Simple October 2010 - Present
Freelance 2007 - Present
Benefits Technologies April 2007 - July 2011
Turner Investment Partners May 2005 - April 2007
Turner Investment Partners June 2003 - May 2005
Turner Investment Partners June 2001 - April 2003
Skills
Marketing, Management, Email Marketing, Account Management, Insurance, Marketing Communications, Strategy, Customer Service, Direct Mail, Program Management, Project Planning, PowerPoint, Sales
Education
Delaware Valley University 1999 — 2003
Delaware Valley College
BS, Business Administration
Villa Maria Academy 1995 — 1999
Lloy Sanders Lloy Sanders's Turner Investment Partners Experience December 2002 - Present
Job Technical Consultant at CRM Manager
Industry Financial Services
Experience
Turner Investment Partners December 2002 - Present
Practical Sales Tools November 1999 - December 2002
Merck (via EDP Contract Services) October 1994 - November 1999
Skills
Microsoft SQL Server, Databases, .NET, Integration, CRM, Salesforce.com, Windows, SQL, SDLC, C#, Business Analysis, VBA, Access, HTML, Equities, Informatica, Qlikview
Education
Arcadia University 1986 — 1990
Turner Investment Partners December 2002 - Present
Practical Sales Tools November 1999 - December 2002
Merck (via EDP Contract Services) October 1994 - November 1999
Skills
Microsoft SQL Server, Databases, .NET, Integration, CRM, Salesforce.com, Windows, SQL, SDLC, C#, Business Analysis, VBA, Access, HTML, Equities, Informatica, Qlikview
Education
Arcadia University 1986 — 1990
Sarah Mears Sarah Mears's Turner Investment Partners Experience May 2001 - July 2011
Job Client Service
Industry Investment Management
Experience
Turner Investment Partners May 2001 - July 2011
CharlesSchwab & Co. Inc September 1999 - May 2001
Paine Webber May 1996 - September 1999
Education
University of Richmond 1992 — 1995
BA, Psychology
Turner Investment Partners May 2001 - July 2011
CharlesSchwab & Co. Inc September 1999 - May 2001
Paine Webber May 1996 - September 1999
Education
University of Richmond 1992 — 1995
BA, Psychology
Carolyn Bucher Carolyn Bucher's Turner Investment Partners Experience May 2011 - August 2011
Job Business Manager, Institutional Group
Industry Financial Services
Experience
SEI Staff AccountantSEIAugust 2012 - April 2014
Penn State University August 2008 - May 2012
Turner Investment Partners May 2011 - August 2011
Skills
Customer Service, Finance, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel
Education
Penn State University 2008 — 2012
BS, Finance
Archbishop Wood High School 2004 — 2008
SEI Staff AccountantSEIAugust 2012 - April 2014
Penn State University August 2008 - May 2012
Turner Investment Partners May 2011 - August 2011
Skills
Customer Service, Finance, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel
Education
Penn State University 2008 — 2012
BS, Finance
Archbishop Wood High School 2004 — 2008
Jennifer Waterston's Turner Investment Partners Experience 2000 - 2004
Job Senior Marketing Associate at Brandywine Global
Industry Financial Services
Experience
Brandywine Global August 2010 - Present
LifeCare Gateway January 2010 - May 2010
uFinancial December 2008 - January 2009
Gould Investment Partners February 2005 - November 2008
Turner Investment Partners 2000 - 2004
Pilgrim Baxter & Associates 1997 - 2000
Institute of Physics Publishing 1995 - 1997
Skills
Proposal Writing, Customer Relations, Insurance, Investments, Marketing, Salesforce.com, CRM, Event Planning, Financial Services, Equities, Customer Service, Organization, Mutual Funds, Asset Managment, New Business Development, Leadership, Asset Management, Sales, Series 63, Fixed Income, Sales Operations, Investment Strategies
Education
State University of New York College at Plattsburgh 1989 — 1992
BS, Mass Communications
Brandywine Global August 2010 - Present
LifeCare Gateway January 2010 - May 2010
uFinancial December 2008 - January 2009
Gould Investment Partners February 2005 - November 2008
Turner Investment Partners 2000 - 2004
Pilgrim Baxter & Associates 1997 - 2000
Institute of Physics Publishing 1995 - 1997
Skills
Proposal Writing, Customer Relations, Insurance, Investments, Marketing, Salesforce.com, CRM, Event Planning, Financial Services, Equities, Customer Service, Organization, Mutual Funds, Asset Managment, New Business Development, Leadership, Asset Management, Sales, Series 63, Fixed Income, Sales Operations, Investment Strategies
Education
State University of New York College at Plattsburgh 1989 — 1992
BS, Mass Communications
Patrick E. Rowan's Turner Investment Partners Experience April 2006 - October 2008
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Rowan's Renovations January 2011 - June 2015
Penn Capital Management August 2010 - January 2011
New York Life & MainStay Investments March 2009 - July 2010
Turner Investment Partners April 2006 - October 2008
BlackRock June 2005 - March 2006
PENN Capital Management Company, Inc. November 2000 - December 2001
Skills
Investments, Alternative Investments, Asset Allocation, Series 7, Asset Management, Mutual Funds, Equities, Portfolio Management, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
Marketing, Marketing, Fiance and Economics
Northwestern Mutual June 2015 - Present
Rowan's Renovations January 2011 - June 2015
Penn Capital Management August 2010 - January 2011
New York Life & MainStay Investments March 2009 - July 2010
Turner Investment Partners April 2006 - October 2008
BlackRock June 2005 - March 2006
PENN Capital Management Company, Inc. November 2000 - December 2001
Skills
Investments, Alternative Investments, Asset Allocation, Series 7, Asset Management, Mutual Funds, Equities, Portfolio Management, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
Marketing, Marketing, Fiance and Economics
Christopher Peffall's Turner Investment Partners Experience September 2009 - September 2010
Job Sales & Lending at Green Tree Servicing
Industry Financial Services
Experience
Ally / GMAC / Green Tree Servicing September 2010 - Present
Turner Investment Partners September 2009 - September 2010
Logan Circle Partners 2007 - 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Skills
Fixed Income, Investments, Credit, Equities, Mortgage Lending, Credit Analysis, Credit Risk, Sales, Sales Management, Banking, Underwriting, Organizational..., Organizational...
Education
University of Pennsylvania 2009 — 2012
Master of Science (M.S.)
University of Pennsylvania - The Wharton School 2006 — 2008
Post-Baccalaureate (WPWP)
Temple University 1998 — 2002
Bachelor of Arts (B.A.)
Ally / GMAC / Green Tree Servicing September 2010 - Present
Turner Investment Partners September 2009 - September 2010
Logan Circle Partners 2007 - 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Skills
Fixed Income, Investments, Credit, Equities, Mortgage Lending, Credit Analysis, Credit Risk, Sales, Sales Management, Banking, Underwriting, Organizational..., Organizational...
Education
University of Pennsylvania 2009 — 2012
Master of Science (M.S.)
University of Pennsylvania - The Wharton School 2006 — 2008
Post-Baccalaureate (WPWP)
Temple University 1998 — 2002
Bachelor of Arts (B.A.)
Lisa (Pittinger) Golden's Turner Investment Partners Experience 2003 - 2005
Job Brand / Communications Strategist at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC March 2005 - Present
Turner Investment Partners 2003 - 2005
Skills
Marketing Communications, Integrated Marketing
Education
Bowling Green State University 1997 — 2000
Fund Evaluation Group, LLC March 2005 - Present
Turner Investment Partners 2003 - 2005
Skills
Marketing Communications, Integrated Marketing
Education
Bowling Green State University 1997 — 2000
Sherrie English's Turner Investment Partners Experience September 2009 - October 2012
Job AIG Divisional Vice President
Industry Investment Management
Experience
PetroReports, LLC September 2012 - Present
Cheyanna Foundation for Children April 2012 - September 2014
Turner Investment Partners September 2009 - October 2012
AXA Distributors September 2008 - June 2010
Merrill Lynch Private Banking and Investments October 2006 - August 2008
INVESCO/INVESCO AIM 1993 - 2005
Skills
Series 7, Series 63, Alternative Investments, Separately Managed..., Mutual Funds, Series 6, Hedge Funds, Investment Management, Series 65, ETFs, Fixed Income, Securities, Equities, Asset Managment
Education
The University of Texas at Austin 1981 — 1985
PetroReports, LLC September 2012 - Present
Cheyanna Foundation for Children April 2012 - September 2014
Turner Investment Partners September 2009 - October 2012
AXA Distributors September 2008 - June 2010
Merrill Lynch Private Banking and Investments October 2006 - August 2008
INVESCO/INVESCO AIM 1993 - 2005
Skills
Series 7, Series 63, Alternative Investments, Separately Managed..., Mutual Funds, Series 6, Hedge Funds, Investment Management, Series 65, ETFs, Fixed Income, Securities, Equities, Asset Managment
Education
The University of Texas at Austin 1981 — 1985
Steve Kneeley's Turner Investment Partners Experience March 1990 - April 2004
Job CEO at Context Asset Management
Industry Investment Management
Experience
Context Asset Management January 2014 - Present
Spider Management Company March 2012 - January 2014
Ardmore Partners November 2009 - March 2012
Turner Investment Partners March 1990 - April 2004
Education
University of Richmond 1981 — 1985
Context Asset Management January 2014 - Present
Spider Management Company March 2012 - January 2014
Ardmore Partners November 2009 - March 2012
Turner Investment Partners March 1990 - April 2004
Education
University of Richmond 1981 — 1985
Ray Wang, MBA's Turner Investment Partners Experience January 2005 - August 2005
Job Senior Technical Accountant at Virgin America
Industry Accounting
Experience
Virgin America October 2015 - Present
Virgin America May 2015 - September 2015
Virgin America January 2013 - April 2014
Wells Fargo May 2012 - December 2012
Robert Half Accountemps September 2011 - April 2012
Towers Watson September 2009 - June 2011
Gap International, Inc. September 2006 - April 2009
Boyer & Ritter, CPA Accountants January 2006 - June 2006
Turner Investment Partners January 2005 - August 2005
Skills
Financial Analysis, Accounting, Finance, Process Improvement, Financial Reporting, Accounts Payable, Budgets, Strategy, Mergers & Acquisitions, Internal Controls, Management Consulting, Forecasting, Account Reconciliation, Strategic Financial..., Financial Modeling, Investments, Sarbanes-Oxley Act, Auditing, Internal Audit, Analysis, Financial Accounting, Business Analysis, Risk Management, SEC filings, Due Diligence, Tax, Business Process..., General Ledger, Access, SAP, Cash Flow, Variance Analysis, Cost Accounting, Data Analysis, PeopleSoft, Accounts Receivable, Leadership, GAAP, Management, Financial Services, QuickBooks, Executive Management, US GAAP, Business Planning, Banking, Business Strategy, Payroll, Managerial Finance, Corporate Finance
Education
Drexel University 2008 — 2010
MBA, Finance Management
Penn State University 2001 — 2005
Bachelors, Accounting
Virgin America October 2015 - Present
Virgin America May 2015 - September 2015
Virgin America January 2013 - April 2014
Wells Fargo May 2012 - December 2012
Robert Half Accountemps September 2011 - April 2012
Towers Watson September 2009 - June 2011
Gap International, Inc. September 2006 - April 2009
Boyer & Ritter, CPA Accountants January 2006 - June 2006
Turner Investment Partners January 2005 - August 2005
Skills
Financial Analysis, Accounting, Finance, Process Improvement, Financial Reporting, Accounts Payable, Budgets, Strategy, Mergers & Acquisitions, Internal Controls, Management Consulting, Forecasting, Account Reconciliation, Strategic Financial..., Financial Modeling, Investments, Sarbanes-Oxley Act, Auditing, Internal Audit, Analysis, Financial Accounting, Business Analysis, Risk Management, SEC filings, Due Diligence, Tax, Business Process..., General Ledger, Access, SAP, Cash Flow, Variance Analysis, Cost Accounting, Data Analysis, PeopleSoft, Accounts Receivable, Leadership, GAAP, Management, Financial Services, QuickBooks, Executive Management, US GAAP, Business Planning, Banking, Business Strategy, Payroll, Managerial Finance, Corporate Finance
Education
Drexel University 2008 — 2010
MBA, Finance Management
Penn State University 2001 — 2005
Bachelors, Accounting
Amy Duling's Turner Investment Partners Experience 1999 - 2004
Job AVP Head of Product Development | Investment Management Group | Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial 2014 - Present
Scotia Institutional Investments US (formerly DundeeWealth US) 2006 - 2013
Constellation Funds Group 2004 - 2006
Turner Investment Partners 1999 - 2004
Pilgrim Baxter & Associates 1997 - 1999
Newbold's Asset Management 1994 - 1996
Skills
Mutual Funds, Due Diligence, Securities Regulation, Risk Management, Wealth Management, Product Management, Mergers & Acquisitions, Strategy, Business Development, Finance, Business Planning, Product Development, Financial Advisory, Leadership
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
Temple University
BA, English
Nationwide Financial 2014 - Present
Scotia Institutional Investments US (formerly DundeeWealth US) 2006 - 2013
Constellation Funds Group 2004 - 2006
Turner Investment Partners 1999 - 2004
Pilgrim Baxter & Associates 1997 - 1999
Newbold's Asset Management 1994 - 1996
Skills
Mutual Funds, Due Diligence, Securities Regulation, Risk Management, Wealth Management, Product Management, Mergers & Acquisitions, Strategy, Business Development, Finance, Business Planning, Product Development, Financial Advisory, Leadership
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
Temple University
BA, English
Michelle McKeown's Turner Investment Partners Experience September 1999 - Present
Job Senior Equity Trader at Turner Investment Partners
Industry Financial Services
Experience
Turner Investment Partners September 1999 - Present
Skills
Equities, Hedge Funds, FX trading, Electronic Trading, Series 7, Asset Management, Fixed Income, Alternative Investments, Investments, Mutual Funds, Series 63, Asset Allocation, Trading, Securities, Equity Trading
Education
Penn State University 1989 — 1994
Marketing
Turner Investment Partners September 1999 - Present
Skills
Equities, Hedge Funds, FX trading, Electronic Trading, Series 7, Asset Management, Fixed Income, Alternative Investments, Investments, Mutual Funds, Series 63, Asset Allocation, Trading, Securities, Equity Trading
Education
Penn State University 1989 — 1994
Marketing
Justin Edell's Turner Investment Partners Experience 2009 - Present
Job Director
Industry Financial Services
Experience
Turner Investment Partners 2009 - Present
Keeley Funds May 2008 - August 2009
Van Kampen Funds July 2005 - February 2008
Advantage Document Services February 2002 - June 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments
Education
Elmhurst College 2006 — 2008
MBA, Finance
Saint Mary's University of Minnesota 1998 — 2001
BA, International Business
Turner Investment Partners 2009 - Present
Keeley Funds May 2008 - August 2009
Van Kampen Funds July 2005 - February 2008
Advantage Document Services February 2002 - June 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments
Education
Elmhurst College 2006 — 2008
MBA, Finance
Saint Mary's University of Minnesota 1998 — 2001
BA, International Business
Cait Kaminski's Turner Investment Partners Experience December 2004 - August 2005
Job Merchandise Planner at DICK'S Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods September 2013 - Present
Barton Creek Resort & Spa July 2011 - September 2013
Golfsmith February 2007 - July 2011
Dick's Sporting Goods May 2006 - August 2006
Turner Investment Partners December 2004 - August 2005
Skills
Merchandising, Retail, Budgets, Inventory Management, Event Management, Forecasting, Sales, Marketing, Team Building, Sales Management, Customer Service, Purchasing, Account Management, Time Management, Leadership
Education
Penn State University 2002 — 2006
Finance, Minors in Legal Environment of Business and Supply Chain, Information Sciences & Technology
DICK'S Sporting Goods September 2013 - Present
Barton Creek Resort & Spa July 2011 - September 2013
Golfsmith February 2007 - July 2011
Dick's Sporting Goods May 2006 - August 2006
Turner Investment Partners December 2004 - August 2005
Skills
Merchandising, Retail, Budgets, Inventory Management, Event Management, Forecasting, Sales, Marketing, Team Building, Sales Management, Customer Service, Purchasing, Account Management, Time Management, Leadership
Education
Penn State University 2002 — 2006
Finance, Minors in Legal Environment of Business and Supply Chain, Information Sciences & Technology
Denise Pearman's Turner Investment Partners Experience February 2002 - December 2005
Job Director at Munder Capital Management
Industry Financial Services
Experience
Munder Capital Management December 2011 - Present
Henderson Global Investors July 2010 - December 2011
RiverSource Investments December 2005 - July 2010
Turner Investment Partners February 2002 - December 2005
Boston Partners Asset Management 1997 - 2001
Loomis, Sayles & Company 1995 - 1997
Education
Syracuse University 1989 — 1993
Dual Bachelor of Arts, Economics and Public Relations
Munder Capital Management December 2011 - Present
Henderson Global Investors July 2010 - December 2011
RiverSource Investments December 2005 - July 2010
Turner Investment Partners February 2002 - December 2005
Boston Partners Asset Management 1997 - 2001
Loomis, Sayles & Company 1995 - 1997
Education
Syracuse University 1989 — 1993
Dual Bachelor of Arts, Economics and Public Relations
Thomas J. Greco's Turner Investment Partners Experience January 2008 - May 2010
Job Director at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors February 2014 - Present
Wells Fargo Advisors, LLC April 2010 - February 2014
Turner Investment Partners January 2008 - May 2010
Vanguard 2001 - 2007
Skills
Series 7, Project Management, Financial Analysis, Portfolio Management, Finance, Wealth Management, Equities, Investments, Alternative Investments, Asset Allocation, Securities, Mutual Funds
Education
Saint Joseph's University 2007 — 2010
MBA, Finance
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelors Degree of Science, Finance
Concentus Wealth Advisors February 2014 - Present
Wells Fargo Advisors, LLC April 2010 - February 2014
Turner Investment Partners January 2008 - May 2010
Vanguard 2001 - 2007
Skills
Series 7, Project Management, Financial Analysis, Portfolio Management, Finance, Wealth Management, Equities, Investments, Alternative Investments, Asset Allocation, Securities, Mutual Funds
Education
Saint Joseph's University 2007 — 2010
MBA, Finance
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelors Degree of Science, Finance
Brian Schoendorfer's Turner Investment Partners Experience March 2010 - September 2010
Job United States Navy
Industry Military
Experience
United States Navy June 2011 - Present
Turner Investment Partners March 2010 - September 2010
PECO Energy March 2009 - September 2009
Unisys Corporation April 2008 - September 2008
Skills
Navy, Military Training, Military Experience, Leadership, Weapons, Analysis, Microsoft Office, Defense, Public Speaking, Microsoft Excel, Customer Service, Military Operations, Operational Planning
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
United States Navy June 2011 - Present
Turner Investment Partners March 2010 - September 2010
PECO Energy March 2009 - September 2009
Unisys Corporation April 2008 - September 2008
Skills
Navy, Military Training, Military Experience, Leadership, Weapons, Analysis, Microsoft Office, Defense, Public Speaking, Microsoft Excel, Customer Service, Military Operations, Operational Planning
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Hardik Chiniwala's Turner Investment Partners Experience 2006 - 2008
Job Applications Engineer at NextGen Healthcare Information Systems
Industry Insurance
Experience
NextGen Healthcare Information Systems February 2013 - Present
NextGen Healthcare Information Systems April 2011 - February 2013
NSApache.NET September 2009 - April 2011
Aetna March 2008 - March 2009
Turner Investment Partners 2006 - 2008
Skills
SQL, Windows Server, ITIL, Active Directory, Unix, Servers, Troubleshooting
Education
Stevens Institute of Technology 2007 — 2008
ME, Networked Information Systems
Sardar Patel University 2000 — 2003
Bachelor of Science (B.Sc.), Information Science/Studies
NextGen Healthcare Information Systems February 2013 - Present
NextGen Healthcare Information Systems April 2011 - February 2013
NSApache.NET September 2009 - April 2011
Aetna March 2008 - March 2009
Turner Investment Partners 2006 - 2008
Skills
SQL, Windows Server, ITIL, Active Directory, Unix, Servers, Troubleshooting
Education
Stevens Institute of Technology 2007 — 2008
ME, Networked Information Systems
Sardar Patel University 2000 — 2003
Bachelor of Science (B.Sc.), Information Science/Studies
Robert Amweg, CMA's Turner Investment Partners Experience February 2007 - August 2012
Job Experienced Financial Executive
Industry Investment Management
Experience
Turner Investment Partners February 2007 - August 2012
Kulicke and Soffa January 1997 - December 2006
The Lionel Corporation January 1980 - December 1993
Skills
Equities, Financial Analysis, Financial Modeling, Alternative Investments, Mergers, Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Series 7, Internal Controls, Investments
Education
Fordham Gabelli School of Business 1980 — 1982
Masters, Finance
Susquehanna University 1971 — 1975
BA, Mathematics
Turner Investment Partners February 2007 - August 2012
Kulicke and Soffa January 1997 - December 2006
The Lionel Corporation January 1980 - December 1993
Skills
Equities, Financial Analysis, Financial Modeling, Alternative Investments, Mergers, Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Series 7, Internal Controls, Investments
Education
Fordham Gabelli School of Business 1980 — 1982
Masters, Finance
Susquehanna University 1971 — 1975
BA, Mathematics
Amanda Black's Turner Investment Partners Experience August 2010 - March 2011
Job Portfolio Manager at Northwood Securities
Industry Financial Services
Experience
Northwood Securities September 2014 - Present
Ascent Investment Advisors March 2011 - August 2014
Turner Investment Partners August 2010 - March 2011
Colony Capital March 2007 - July 2010
UBS Investment Bank April 2004 - November 2006
European Investors Inc. November 2001 - March 2004
A.G. Edwards & Sons, Inc. January 2000 - November 2001
Skills
Asset Managment, Equities, Equity Research, Investments, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Bloomberg, Securities, Series 7, Financial Analysis, Capital Markets, Alternative Investments, Equity Valuation, Due Diligence, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Asset Management, Finance, Financial Markets, Financial Services
Education
Saint Louis University 1998 — 1999
MBA, International Business
Southern Illinois University, Carbondale 1996 — 1998
BS, Accountancy
Northwood Securities September 2014 - Present
Ascent Investment Advisors March 2011 - August 2014
Turner Investment Partners August 2010 - March 2011
Colony Capital March 2007 - July 2010
UBS Investment Bank April 2004 - November 2006
European Investors Inc. November 2001 - March 2004
A.G. Edwards & Sons, Inc. January 2000 - November 2001
Skills
Asset Managment, Equities, Equity Research, Investments, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Bloomberg, Securities, Series 7, Financial Analysis, Capital Markets, Alternative Investments, Equity Valuation, Due Diligence, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Asset Management, Finance, Financial Markets, Financial Services
Education
Saint Louis University 1998 — 1999
MBA, International Business
Southern Illinois University, Carbondale 1996 — 1998
BS, Accountancy
Bradley Meeker's Turner Investment Partners Experience March 2008 - September 2010
Job Vice President, Institutional Client Service at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price Associates, Inc. March 2010 - Present
T. Rowe Price March 2010 - Present
Turner Investment Partners March 2008 - September 2010
Brandywine Global January 2003 - March 2008
Brandywine Global June 2001 - January 2003
Brandywine Global January 2000 - June 2001
Brandywine Global January 1999 - January 2000
NACUBO November 1993 - June 1997
NACUBO November 1991 - November 1993
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Asset Allocation, Asset Management, Client Services, Investment Advisory, Bloomberg, Valuation, Investment Management, Series 7, Capital Markets, Series 63, Wealth Management, Sales, Securities, Investment Strategies, New Business Development, Equity Research, Management, Equities, Finance, Market Research, Bonds, Financial Analysis, Hedge Funds, Marketing, CRM, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Markets, Trading, Investment Banking, Financial Modeling, ETFs, Fixed Income
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
MBA, Management
University of Richmond 1987 — 1991
BA, English
T. Rowe Price Associates, Inc. March 2010 - Present
T. Rowe Price March 2010 - Present
Turner Investment Partners March 2008 - September 2010
Brandywine Global January 2003 - March 2008
Brandywine Global June 2001 - January 2003
Brandywine Global January 2000 - June 2001
Brandywine Global January 1999 - January 2000
NACUBO November 1993 - June 1997
NACUBO November 1991 - November 1993
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Asset Allocation, Asset Management, Client Services, Investment Advisory, Bloomberg, Valuation, Investment Management, Series 7, Capital Markets, Series 63, Wealth Management, Sales, Securities, Investment Strategies, New Business Development, Equity Research, Management, Equities, Finance, Market Research, Bonds, Financial Analysis, Hedge Funds, Marketing, CRM, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Markets, Trading, Investment Banking, Financial Modeling, ETFs, Fixed Income
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
MBA, Management
University of Richmond 1987 — 1991
BA, English
Kate Patarcity's Turner Investment Partners Experience June 2007 - October 2008
Job Head of North America Internal Communications at CSL Behring
Industry Public Relations and Communications
Experience
CSL Behring March 2015 - Present
CSL Behring December 2008 - Present
Turner Investment Partners June 2007 - October 2008
QVC, Inc. May 2004 - June 2007
QVC May 2002 - May 2004
Skills
Corporate Communications, Internal Communications, Public Relations, Press Releases, Newsletters, Editing, Project Management, Change Management, Publications, Crisis Communications, Strategic Planning, Fundraising, Strategic Communications, Media Relations, Speech Writing, Copywriting, Communication Training, Social Media, Content Development, Reputation Management, Communications Planning
Education
University of Maryland College Park 1988 — 1992
B.A., Communications
CSL Behring March 2015 - Present
CSL Behring December 2008 - Present
Turner Investment Partners June 2007 - October 2008
QVC, Inc. May 2004 - June 2007
QVC May 2002 - May 2004
Skills
Corporate Communications, Internal Communications, Public Relations, Press Releases, Newsletters, Editing, Project Management, Change Management, Publications, Crisis Communications, Strategic Planning, Fundraising, Strategic Communications, Media Relations, Speech Writing, Copywriting, Communication Training, Social Media, Content Development, Reputation Management, Communications Planning
Education
University of Maryland College Park 1988 — 1992
B.A., Communications
Victoria Tabler's Turner Investment Partners Experience January 2008 - August 2008
Job Senior Payroll Analyst
Industry Accounting
Experience
Philadelphia Gear October 2014 - Present
PointRoll April 2014 - October 2014
PointRoll May 2010 - March 2014
PointRoll May 2009 - April 2010
PointRoll September 2008 - May 2009
Turner Investment Partners January 2008 - August 2008
Skills
Accounts Payable, Financial Reporting, Payroll, Account Reconciliation, Excel, Accounting, PowerPoint, Word, Microsoft Office, Outlook, Budgeting, Financial Analysis, Corporate Finance, Reconciliation, Financial Accounting, Auditing, Problem Solving, PA ACT 32, ADP Payroll, ADP HRB, Microsoft Navision, Expense Reports, Expense Management, Expense Allocation, Expense Watch Software, Conexis, Benefit Resources, Forecasting, Accruals, Accounts Receivable, Bank Reconciliation, Journal Entries, Invoicing, Budgets, Microsoft Excel
Education
Widener University 2005 — 2009
Bachelor, Business Management, Finance
Delaware County Community College 2008 — 2008
Accounting
Philadelphia Gear October 2014 - Present
PointRoll April 2014 - October 2014
PointRoll May 2010 - March 2014
PointRoll May 2009 - April 2010
PointRoll September 2008 - May 2009
Turner Investment Partners January 2008 - August 2008
Skills
Accounts Payable, Financial Reporting, Payroll, Account Reconciliation, Excel, Accounting, PowerPoint, Word, Microsoft Office, Outlook, Budgeting, Financial Analysis, Corporate Finance, Reconciliation, Financial Accounting, Auditing, Problem Solving, PA ACT 32, ADP Payroll, ADP HRB, Microsoft Navision, Expense Reports, Expense Management, Expense Allocation, Expense Watch Software, Conexis, Benefit Resources, Forecasting, Accruals, Accounts Receivable, Bank Reconciliation, Journal Entries, Invoicing, Budgets, Microsoft Excel
Education
Widener University 2005 — 2009
Bachelor, Business Management, Finance
Delaware County Community College 2008 — 2008
Accounting
Stephen Waltrich's Turner Investment Partners Experience January 2010 - September 2013
Job Senior Vice President of Investment Operations
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC August 2015 - Present
SEI September 2013 - August 2015
Turner Investment Partners January 2010 - September 2013
Turner Investment Partners May 2001 - December 2009
Turner Investment Partners May 1999 - May 2001
The Vanguard Group November 1997 - March 1999
Skills
Equities, Bloomberg, Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Settlement, Account Reconciliation, Middle Office, Back Office, Corporate Actions, Emerging Markets, Finance, Bloomberg Terminal, Prime Brokerage, Bonds, Fund Of Funds, Trading
Education
La Salle University - School of Business Administration 1998 — 2001
MBA, Finance
Penn State University 1993 — 1997
BS, Business Logistics
Mill Creek Capital Advisors, LLC August 2015 - Present
SEI September 2013 - August 2015
Turner Investment Partners January 2010 - September 2013
Turner Investment Partners May 2001 - December 2009
Turner Investment Partners May 1999 - May 2001
The Vanguard Group November 1997 - March 1999
Skills
Equities, Bloomberg, Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Settlement, Account Reconciliation, Middle Office, Back Office, Corporate Actions, Emerging Markets, Finance, Bloomberg Terminal, Prime Brokerage, Bonds, Fund Of Funds, Trading
Education
La Salle University - School of Business Administration 1998 — 2001
MBA, Finance
Penn State University 1993 — 1997
BS, Business Logistics
Rachel Keeler's Turner Investment Partners Experience December 2008 - August 2009
Job Senior Business Systems Analyst at PNC
Industry Information Technology and Services
Experience
PNC Financial Services Group December 2014 - Present
PNC Financial Services Group April 2013 - December 2014
PNC Financial Services Group June 2011 - March 2013
Pennsylvania State University Residence Life August 2009 - May 2011
PNC Financial Services Group May 2010 - August 2010
Turner Investment Partners December 2008 - August 2009
Penn State University May 2008 - December 2008
CVS/Caremark March 2005 - December 2008
Education
Penn State University 2006 — 2011
B.S, Security and Risk Analysis, Information Sciences and Technology
PNC Financial Services Group December 2014 - Present
PNC Financial Services Group April 2013 - December 2014
PNC Financial Services Group June 2011 - March 2013
Pennsylvania State University Residence Life August 2009 - May 2011
PNC Financial Services Group May 2010 - August 2010
Turner Investment Partners December 2008 - August 2009
Penn State University May 2008 - December 2008
CVS/Caremark March 2005 - December 2008
Education
Penn State University 2006 — 2011
B.S, Security and Risk Analysis, Information Sciences and Technology
Eve Atchison's Turner Investment Partners Experience 1995 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
European Credit Management 2006 - 2008
BoardEx 2004 - 2005
DeMarche Associates Inc 2002 - 2004
Turner Investment Partners 1995 - 2002
Bank of America 1993 - 1994
Bradford & Marzec 1989 - 1993
Equitable Capital Management Corporation 1987 - 1988
Salomon Brothers 1984 - 1987
A.G. Becker & Co, 1971 - 1984
Skills
Microsoft Office, Sage Act!, Retirement Planning, Investments, Financial Planning, Series 7, Mutual Funds, Equities, Strategic Financial..., Sales Management, Bonds, Sales, Marketing, Business Development, Investment Strategies, Investment Management, Asset Allocation, Hedge Funds, Customer Acquisition, Asset Management, Portfolio Management
Education
The University of Georgia 1969 — 1969
Master of Science (M.S.), Statistics
The University of Georgia 1964 — 1968
Bachelor of Science (B.S.), Mathematics, Graduated with High Honors
European Credit Management 2006 - 2008
BoardEx 2004 - 2005
DeMarche Associates Inc 2002 - 2004
Turner Investment Partners 1995 - 2002
Bank of America 1993 - 1994
Bradford & Marzec 1989 - 1993
Equitable Capital Management Corporation 1987 - 1988
Salomon Brothers 1984 - 1987
A.G. Becker & Co, 1971 - 1984
Skills
Microsoft Office, Sage Act!, Retirement Planning, Investments, Financial Planning, Series 7, Mutual Funds, Equities, Strategic Financial..., Sales Management, Bonds, Sales, Marketing, Business Development, Investment Strategies, Investment Management, Asset Allocation, Hedge Funds, Customer Acquisition, Asset Management, Portfolio Management
Education
The University of Georgia 1969 — 1969
Master of Science (M.S.), Statistics
The University of Georgia 1964 — 1968
Bachelor of Science (B.S.), Mathematics, Graduated with High Honors
Peter Moran's Turner Investment Partners Experience May 1997 - December 2005
Job CEO, Managing Partner at Custom Institutional Fund Solutions, LLC
Industry Investment Management
Experience
Custom Institutional Fund Solutions, LLC August 2014 - Present
Industry Consultant December 2013 - August 2014
Diamond Hill Investment Group 2011 - April 2014
Scotiabank Institutional Asset Management US July 2006 - November 2013
Constellation Funds Group January 2005 - March 2006
Turner Investment Partners May 1997 - December 2005
J. P. Morgan Investment Management May 1996 - June 1997
Skills
Mutual Funds, Hedge Funds, Investment Management, Funding, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Investments, Equities, Wealth Management, Securities, Portfolio Management, Series 7, Fund Of Funds, Investment Advisory, Financial Services, Pensions, ETFs, Pension Funds, Bloomberg
Education
University of Richmond 1979 — 1983
BA, Major - Economics, Minor - business
American College
ChFC, CLU
Custom Institutional Fund Solutions, LLC August 2014 - Present
Industry Consultant December 2013 - August 2014
Diamond Hill Investment Group 2011 - April 2014
Scotiabank Institutional Asset Management US July 2006 - November 2013
Constellation Funds Group January 2005 - March 2006
Turner Investment Partners May 1997 - December 2005
J. P. Morgan Investment Management May 1996 - June 1997
Skills
Mutual Funds, Hedge Funds, Investment Management, Funding, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Investments, Equities, Wealth Management, Securities, Portfolio Management, Series 7, Fund Of Funds, Investment Advisory, Financial Services, Pensions, ETFs, Pension Funds, Bloomberg
Education
University of Richmond 1979 — 1983
BA, Major - Economics, Minor - business
American College
ChFC, CLU
Joseph Krocheski, CFA's Turner Investment Partners Experience January 2007 - March 2012
Job Director, Investor Relations at Aetna
Industry Investment Management
Experience
Aetna September 2012 - Present
Turner Investment Partners January 2007 - March 2012
ING Investment Management April 1999 - January 2007
Aeltus Investment Management 1997 - 1999
ALIAC Investments 1993 - 1997
Skills
Equities, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Securities Analysis, Investment Management, Equity Research, Investments, Investment Strategies, Asset Allocation, Bloomberg, Due Diligence, Security Analysis, Risk Management, Finance, Hedge Funds
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
Central Connecticut State University 1988 — 1992
bs, Finance / Accounting
Aetna September 2012 - Present
Turner Investment Partners January 2007 - March 2012
ING Investment Management April 1999 - January 2007
Aeltus Investment Management 1997 - 1999
ALIAC Investments 1993 - 1997
Skills
Equities, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Securities Analysis, Investment Management, Equity Research, Investments, Investment Strategies, Asset Allocation, Bloomberg, Due Diligence, Security Analysis, Risk Management, Finance, Hedge Funds
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
Central Connecticut State University 1988 — 1992
bs, Finance / Accounting
David Honold, CFA's Turner Investment Partners Experience October 2005 - January 2015
Job Principal at Patriot Financial
Industry Investment Management
Experience
Patriot Financial February 2015 - Present
Turner Investment Partners October 2005 - January 2015
KBW March 2002 - October 2005
UBS September 2000 - February 2002
Federal Reserve Bank of New York August 1998 - September 2000
Skills
Equities, Investments, Hedge Funds, Financial Modeling, Asset Managment, Securities, Alternative Investments, Investment Management, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Valuation, Series 7, Asset Management, Mutual Funds, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor's, English
Christian Brothers Academy 1990 — 1994
Patriot Financial February 2015 - Present
Turner Investment Partners October 2005 - January 2015
KBW March 2002 - October 2005
UBS September 2000 - February 2002
Federal Reserve Bank of New York August 1998 - September 2000
Skills
Equities, Investments, Hedge Funds, Financial Modeling, Asset Managment, Securities, Alternative Investments, Investment Management, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Valuation, Series 7, Asset Management, Mutual Funds, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor's, English
Christian Brothers Academy 1990 — 1994
John Lehning's Turner Investment Partners Experience November 2000 - November 2008
Job Managing Director Head of US Business Development
Industry Investment Management
Experience
JOHCM Funds September 2013 - Present
DundeeWealth U.S. April 2010 - September 2013
Turner Investment Partners November 2000 - November 2008
Brinson Partners 1998 - 2000
Pilgrim Baxter & Associates, Ltd. 1995 - 1998
Skills
Investments
Education
University of Richmond - Robins School of Business 1982 — 1986
B.A., Finance and Marketing
Sachem High School 1978 — 1982
BS
JOHCM Funds September 2013 - Present
DundeeWealth U.S. April 2010 - September 2013
Turner Investment Partners November 2000 - November 2008
Brinson Partners 1998 - 2000
Pilgrim Baxter & Associates, Ltd. 1995 - 1998
Skills
Investments
Education
University of Richmond - Robins School of Business 1982 — 1986
B.A., Finance and Marketing
Sachem High School 1978 — 1982
BS
Stephen Darby's Turner Investment Partners Experience 1994 - 1996
Job Principal at Copper River Funding, LLC
Industry Investment Management
Experience
Copper River Funding, LLC January 2013 - Present
CRF Commercial Bridge Fund, LLC December 2011 - Present
Misty Mountains Associates, LLC April 2011 - Present
Schneider Capital Management January 2001 - January 2013
InvestorForce 1998 - 2001
Pilgrim Baxter & Associates 1996 - 1998
Turner Investment Partners 1994 - 1996
SEI Investments 1982 - 1994
Skills
Client Services, Asset Management, Commercial Mortgages, Credit, Real Estate Private..., Financial Markets, Relationship Management, Equities, Asset Allocation, Hard Money Lending, Asset Managment, Financial Services, Mutual Funds, Wealth Management, Investments, Hedge Funds, Investment Strategies, Real Estate, Due Diligence, Alternative Investments, Series 7, Portfolio Management, Fixed Income, Securities, Institutional..., Strategic Financial..., Mergers & Acquisitions, Investment Management, Private Equity, Commercial Real Estate, Venture Capital, Valuation, Private Placements, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1976 — 1978
M.B.A.
Princeton University 1972 — 1976
A.B.
Copper River Funding, LLC January 2013 - Present
CRF Commercial Bridge Fund, LLC December 2011 - Present
Misty Mountains Associates, LLC April 2011 - Present
Schneider Capital Management January 2001 - January 2013
InvestorForce 1998 - 2001
Pilgrim Baxter & Associates 1996 - 1998
Turner Investment Partners 1994 - 1996
SEI Investments 1982 - 1994
Skills
Client Services, Asset Management, Commercial Mortgages, Credit, Real Estate Private..., Financial Markets, Relationship Management, Equities, Asset Allocation, Hard Money Lending, Asset Managment, Financial Services, Mutual Funds, Wealth Management, Investments, Hedge Funds, Investment Strategies, Real Estate, Due Diligence, Alternative Investments, Series 7, Portfolio Management, Fixed Income, Securities, Institutional..., Strategic Financial..., Mergers & Acquisitions, Investment Management, Private Equity, Commercial Real Estate, Venture Capital, Valuation, Private Placements, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1976 — 1978
M.B.A.
Princeton University 1972 — 1976
A.B.
James Wylie's Turner Investment Partners Experience September 2010 - October 2013
Job Asset Management Executive
Industry Financial Services
Experience
Newton Capital Management February 2014 - August 2015
Turner Investment Partners September 2010 - October 2013
Acadian Asset Management September 2002 - June 2010
Pilgrim Baxter & Company February 2000 - September 2002
The Blackstone Group January 1998 - February 2000
Barclays Global Investors January 1994 - December 1997
Salomon Brothers July 1991 - December 1993
Skills
Fixed Income, Marketing, Hedge Funds, Alternative Investments, Series 7, Equities, Global Marketing, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Derivatives, Private Equity, Business Development, Investment Management, Emerging Markets, Sales Management, Asset Management, Marketing Strategy, Equity Research, Institutional..., Portfolio Management, Bloomberg, Securities, Series 63, Capital Markets, Valuation, Trading, ETFs, Financial Services, Wealth Management, Investment Advisory, Financial Markets
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Colgate University 1982 — 1986
BA
Newton Capital Management February 2014 - August 2015
Turner Investment Partners September 2010 - October 2013
Acadian Asset Management September 2002 - June 2010
Pilgrim Baxter & Company February 2000 - September 2002
The Blackstone Group January 1998 - February 2000
Barclays Global Investors January 1994 - December 1997
Salomon Brothers July 1991 - December 1993
Skills
Fixed Income, Marketing, Hedge Funds, Alternative Investments, Series 7, Equities, Global Marketing, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Derivatives, Private Equity, Business Development, Investment Management, Emerging Markets, Sales Management, Asset Management, Marketing Strategy, Equity Research, Institutional..., Portfolio Management, Bloomberg, Securities, Series 63, Capital Markets, Valuation, Trading, ETFs, Financial Services, Wealth Management, Investment Advisory, Financial Markets
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Colgate University 1982 — 1986
BA
Steve Bilo's Turner Investment Partners Experience May 2008 - August 2008
Job Regional Sales Consultant US Business Development at JOHCM Funds
Industry Financial Services
Experience
JOHCM Funds September 2013 - Present
JOHCM Funds September 2013 - Present
DundeeWealth US April 2012 - September 2013
JP Morgan Chase April 2010 - April 2012
Turner Investment Partners May 2008 - August 2008
Skills
Investments, Mutual Funds, Finance, Equities, Microsoft Excel, Investment Management, Bloomberg, Bloomberg Terminal, Microsoft Office, Risk Management, Leadership, Emerging Markets, Analysis, Sales, Series 6
Education
Penn State University 2005 — 2009
BS, With Distinction, Economics, 3.9 Cumulative GPA
JOHCM Funds September 2013 - Present
JOHCM Funds September 2013 - Present
DundeeWealth US April 2012 - September 2013
JP Morgan Chase April 2010 - April 2012
Turner Investment Partners May 2008 - August 2008
Skills
Investments, Mutual Funds, Finance, Equities, Microsoft Excel, Investment Management, Bloomberg, Bloomberg Terminal, Microsoft Office, Risk Management, Leadership, Emerging Markets, Analysis, Sales, Series 6
Education
Penn State University 2005 — 2009
BS, With Distinction, Economics, 3.9 Cumulative GPA
Rebecca Gray's Turner Investment Partners Experience February 2011 - July 2013
Job Vice President, Investment Strategy and Oversight at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2013 - Present
Turner Investment Partners February 2011 - July 2013
IndexIQ August 2009 - February 2011
Turner Investment Partners 2006 - 2009
Vangaurd 2005 - 2006
Skills
Wealth Management, Mutual Funds, Asset Managment, Series 7, Separately Managed..., Series 63, Equities, FINRA, Financial Services, Portfolio Management, ETFs, Asset Allocation, Alternative Investments, Series 6
Education
Liberty University
Bachelors of Science, Business/Marketing, Cum Laude
Merrill Lynch July 2013 - Present
Turner Investment Partners February 2011 - July 2013
IndexIQ August 2009 - February 2011
Turner Investment Partners 2006 - 2009
Vangaurd 2005 - 2006
Skills
Wealth Management, Mutual Funds, Asset Managment, Series 7, Separately Managed..., Series 63, Equities, FINRA, Financial Services, Portfolio Management, ETFs, Asset Allocation, Alternative Investments, Series 6
Education
Liberty University
Bachelors of Science, Business/Marketing, Cum Laude
Rich Simons, CFA's Turner Investment Partners Experience 2010 - 2012
Job Healthcare Analyst at Penn Capital Management
Industry Investment Management
Experience
Penn Capital Management 2013 - Present
Turner Investment Partners 2010 - 2012
Tryphon Capital 2004 - 2010
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Asset Management, Biotechnology, Alternative Investments, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Valuation, Investment Strategies, Emerging Markets, Investments, Financial Modeling
Education
University of Pennsylvania
Master of Biotechnology, Biopharmaceutical Engineering
State University of New York College at Geneseo
B. Sc., Biophysics
Penn Capital Management 2013 - Present
Turner Investment Partners 2010 - 2012
Tryphon Capital 2004 - 2010
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Asset Management, Biotechnology, Alternative Investments, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Valuation, Investment Strategies, Emerging Markets, Investments, Financial Modeling
Education
University of Pennsylvania
Master of Biotechnology, Biopharmaceutical Engineering
State University of New York College at Geneseo
B. Sc., Biophysics
Samuel Gass's Turner Investment Partners Experience January 2006 - December 2008
Job SMA Trading Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2010 - Present
Turner Investment Partners January 2006 - December 2008
SEI Investments February 2005 - January 2006
BISYS March 2003 - February 2005
Wachovia Corporation June 2002 - March 2003
1838 Investment Advisors August 1999 - November 2001
Rittenhouse Financial Services October 1996 - August 1999
Education
Drexel University - LeBow College of Business 1990 — 1995
BA, Business and Administration
SEI Investments November 2010 - Present
Turner Investment Partners January 2006 - December 2008
SEI Investments February 2005 - January 2006
BISYS March 2003 - February 2005
Wachovia Corporation June 2002 - March 2003
1838 Investment Advisors August 1999 - November 2001
Rittenhouse Financial Services October 1996 - August 1999
Education
Drexel University - LeBow College of Business 1990 — 1995
BA, Business and Administration
Jason Schrotberger's Turner Investment Partners Experience February 2001 - Present
Job Portfolio Manager/Security Analyst at Turner Investment Partners
Industry Investment Management
Experience
Turner Investment Partners February 2001 - Present
BlackRock Financial Management 1998 - 2001
Education
University of Illinois at Urbana-Champaign 1992 — 1994
MBA, Finance
Denison University 1988 — 1992
BA, Economics
The Haverford School
Turner Investment Partners February 2001 - Present
BlackRock Financial Management 1998 - 2001
Education
University of Illinois at Urbana-Champaign 1992 — 1994
MBA, Finance
Denison University 1988 — 1992
BA, Economics
The Haverford School
Kamila Swartz's Turner Investment Partners Experience 2002 - 2007
Job College Student at Peirce College
Industry Legal Services
Experience
Peirce College August 2012 - Present
Iberdrola Renewables 2007 - 2007
Turner Investment Partners 2002 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking
Education
Peirce College 2012 — 2017
I am currently in my second year of college. I am working towards earning a bachelor degree., Paralegal Studies, 3.8 GPA
Antonelli Medical & Professional Institute 1996 — 1996
Medical Assistant, Certificate
Peirce College August 2012 - Present
Iberdrola Renewables 2007 - 2007
Turner Investment Partners 2002 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking
Education
Peirce College 2012 — 2017
I am currently in my second year of college. I am working towards earning a bachelor degree., Paralegal Studies, 3.8 GPA
Antonelli Medical & Professional Institute 1996 — 1996
Medical Assistant, Certificate
Jennifer Boden, CFA's Turner Investment Partners Experience July 2006 - May 2010
Job Quantitative Analyst at an Investment Management Firm
Industry Investment Management
Experience
Chartwell Investment Partners February 2011 - Present
Turner Investment Partners July 2006 - May 2010
ACE Group June 2003 - July 2006
Education
Penn State University 1999 — 2003
BS, Mathematics
Chartwell Investment Partners February 2011 - Present
Turner Investment Partners July 2006 - May 2010
ACE Group June 2003 - July 2006
Education
Penn State University 1999 — 2003
BS, Mathematics
Carola Frantzen's Turner Investment Partners Experience January 2012 - April 2012
Job Executive Assistant at Aetna
Industry Investment Management
Claire McConnell's Turner Investment Partners Experience July 2009 - March 2012
Job Associate at Aronson+Johnson+Ortiz
Industry Investment Management
Experience
Aronson+Johnson+Ortiz March 2012 - Present
Turner Investment Partners July 2009 - March 2012
Skills
Hedge Funds, Asset Managment, Valuation, Bloomberg, Asset Allocation, Equities, Financial Modeling, Equity Research, Fixed Income, Derivatives, Alternative Investments, Securities, Investments, Mutual Funds, Trading, Portfolio Management, Bloomberg Terminal
Education
University of Pennsylvania 2010 — 2012
MS, Computer Science
Dartmouth College 2005 — 2009
BA, Engineering
Blair Academy 2002 — 2005
High School Degree, Cum Laude
Episcopal Academy 1992 — 2002
Aronson+Johnson+Ortiz March 2012 - Present
Turner Investment Partners July 2009 - March 2012
Skills
Hedge Funds, Asset Managment, Valuation, Bloomberg, Asset Allocation, Equities, Financial Modeling, Equity Research, Fixed Income, Derivatives, Alternative Investments, Securities, Investments, Mutual Funds, Trading, Portfolio Management, Bloomberg Terminal
Education
University of Pennsylvania 2010 — 2012
MS, Computer Science
Dartmouth College 2005 — 2009
BA, Engineering
Blair Academy 2002 — 2005
High School Degree, Cum Laude
Episcopal Academy 1992 — 2002
Patrick Griendling's Turner Investment Partners Experience December 2010 - April 2012
Job Sr Systems Administrator at eMoney Advisor
Industry Information Technology and Services
Experience
eMoney Advisor May 2015 - Present
FreedomPay August 2013 - May 2015
Accenture April 2012 - August 2013
Turner Investment Partners December 2010 - April 2012
Skills
Customer Service, Project Management, Business Analysis, Desktop Deployment, Microsoft Office, VMware Infrastructure, VMware ESX, Microsoft Technologies, Microsoft Exchange, Backup & Recovery..., Network Monitoring Tools, Information Assurance, IT Audit
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Security and RIsk Analysis
eMoney Advisor May 2015 - Present
FreedomPay August 2013 - May 2015
Accenture April 2012 - August 2013
Turner Investment Partners December 2010 - April 2012
Skills
Customer Service, Project Management, Business Analysis, Desktop Deployment, Microsoft Office, VMware Infrastructure, VMware ESX, Microsoft Technologies, Microsoft Exchange, Backup & Recovery..., Network Monitoring Tools, Information Assurance, IT Audit
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Security and RIsk Analysis
Diane Drake's Turner Investment Partners Experience 2001 - 2003
Job Managing Director & Senior Counsel at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing September 2003 - Present
Turner Investment Partners 2001 - 2003
Stradley Ronon 1998 - 2001
Education
Lafayette College 1986 — 1989
A.B., Government & Law
Villanova University
M.A., Political Science
BNY Mellon Asset Servicing September 2003 - Present
Turner Investment Partners 2001 - 2003
Stradley Ronon 1998 - 2001
Education
Lafayette College 1986 — 1989
A.B., Government & Law
Villanova University
M.A., Political Science
Daniil Krivov's Turner Investment Partners Experience September 2010 - March 2011
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY April 2015 - Present
Penn Mutual February 2012 - April 2015
Turner Investment Partners September 2010 - March 2011
First Niagara Bank October 2008 - September 2010
Skills
Banking, Valuation, Financial Analysis, Finance, Accounting, Investments, Bloomberg, Auditing, Microsoft Excel, Financial Risk, Financial Reporting, Risk Management, Financial Modeling, Financial Services, Internal Controls, Internal Audit
Education
Drexel University - College of Business and Administration 2009 — 2011
Bachelor's, Finance, Accounting
Community College of Philadelphia 2007 — 2009
Associate, Business Administration
EY April 2015 - Present
Penn Mutual February 2012 - April 2015
Turner Investment Partners September 2010 - March 2011
First Niagara Bank October 2008 - September 2010
Skills
Banking, Valuation, Financial Analysis, Finance, Accounting, Investments, Bloomberg, Auditing, Microsoft Excel, Financial Risk, Financial Reporting, Risk Management, Financial Modeling, Financial Services, Internal Controls, Internal Audit
Education
Drexel University - College of Business and Administration 2009 — 2011
Bachelor's, Finance, Accounting
Community College of Philadelphia 2007 — 2009
Associate, Business Administration
Chris Born's Turner Investment Partners Experience March 2011 - September 2011
Job Senior Financial Analyst at SpaceX
Industry Aviation & Aerospace
Experience
SpaceX March 2015 - Present
SpaceX August 2012 - March 2015
SpaceX April 2012 - August 2012
Turner Investment Partners March 2011 - September 2011
UBS April 2010 - September 2010
Skills
Bloomberg Terminal, Factset, Excel, VBA, Access, HTML, SQL
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration, Concentrations in Finance & Economics, Minor in Politics
Devon Preparatory School
SpaceX March 2015 - Present
SpaceX August 2012 - March 2015
SpaceX April 2012 - August 2012
Turner Investment Partners March 2011 - September 2011
UBS April 2010 - September 2010
Skills
Bloomberg Terminal, Factset, Excel, VBA, Access, HTML, SQL
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration, Concentrations in Finance & Economics, Minor in Politics
Devon Preparatory School
Edward Sansalone's Turner Investment Partners Experience February 2005 - Present
Job SMA Trader at a Top Tier firm in the Philadelphia area
Industry Investment Management
Experience
Turner Investment Partners February 2005 - Present
Nuveen Investments July 2001 - February 2005
West Conshohocken Borough Hall September 2000 - January 2001
Skills
Security APL, Bloomberg Terminal, Morgan Stanley Access, Oppenheimer Port, OnBase, GIM2, Prudential Calculator, Fidelity Wealth Central, Reuters Station, Microsoft Office Suite, Various UMA systems
Education
Philadelphia University 1997 — 2001
Bachelor of Science (BS), Finance with Minor Concentration in Mgmt. Information Systems
Turner Investment Partners February 2005 - Present
Nuveen Investments July 2001 - February 2005
West Conshohocken Borough Hall September 2000 - January 2001
Skills
Security APL, Bloomberg Terminal, Morgan Stanley Access, Oppenheimer Port, OnBase, GIM2, Prudential Calculator, Fidelity Wealth Central, Reuters Station, Microsoft Office Suite, Various UMA systems
Education
Philadelphia University 1997 — 2001
Bachelor of Science (BS), Finance with Minor Concentration in Mgmt. Information Systems
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial