Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Turner Ups its Wholesaler Count by Five Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, November 5, 2009

Turner Ups its Wholesaler Count by Five

Reported by Patricia Kelly

Turner Investment Partners has expanded its list of wholesalers by five, bringing its wholesaler count to 17. The additions mark the second wave of Turner's expansion of its private client group, the first of which transpired last August with the hiring of three internal and four external wholesalers.

The newest additions to Turner's team are John T. Buckley, Andrew Martone, Frank McNamara, Travis Sandberg and Stephen Topley. All five will report to Gary Ross, the managing director of the private client group.

Buckley, who joins from Claymore Securities where he was a regional vice president and wholesaler, will cover New York, while Martone, an ex-vice president and wealth manager from JPMorgan Asset Management, will oversee Massachusetts, Connecticut, Rhode Island, New Hampshire, Vermont, and Maine. McNamara arrives from Genworth Financial, where he held the title of regional vice president, to cover Washington, D.C., Maryland, Virginia, and West Virginia.

The western region, including northern California, Oregon, Washington State, Nevada, Idaho, Montana, Wyoming, Utah, and Alaska will fall under Sandberg's watch, who joins from John Hancock, where he was a regional vice president. Topley, who was most recently a regional investment consultant at Arrow Funds, will handle New Jersey.
Company Press Release

_Turner Investment Partners adds five external wholesalers to Private Client Group

_ BERWYN, Pa., October 29, 2009 -- In a second round of hiring to expand its Private Client Group’s new-business efforts, Turner Investment Partners has appointed five external wholesalers.

As external wholesalers, they are responsible for seeking new investment-management business for Turner from organizations and affluent individual investors in the managed-account, investment-advisory, family-office, and private-wealth-management markets. In their work, they cultivate new and existing relationships with brokers, investment advisers, and financial planners in assigned geographic regions.

The five new appointees:

· John T. Buckley, 46, who covers New York;

· Andrew Martone, 46, who is responsible for Massachusetts, Connecticut, Rhode Island, New Hampshire, Vermont, and Maine;

· Frank J. McNamara, 28, who covers Washington, D. C., Maryland, Virginia, and West Virginia;

· Travis Sandberg, 37, who is responsible for northern California, Oregon, Washington State, Nevada, Idaho, Montana, Wyoming, Utah, and Alaska; and

· Stephen Topley, 37, who handles New Jersey.

All five report to Gary Ross, managing director of the Private Client Group.

Last August Turner hired four external wholesalers and three internal wholesalers to expand the group, which is part of the firm’s Distribution Team. The firm anticipates making no additional appointments to the 17-person group in 2009. Turner, an employee-owned investment manager founded in 1990, manages more than $17 billion in stocks in alternative, core, growth, international, quantitative, and value portfolios on behalf of institutions and individuals, as of September 30, 2009.

Mr. Buckley joins Turner after serving as a regional vice president and wholesaler at Claymore Securities. In 1985 he earned a bachelor of arts degree at Concordia College-New York, where he was a varsity basketball player. He lives in Massapequa, New York.

Mr. Martone previously served as vice president and wealth manager at JPMorgan Asset Management. He received a bachelor of arts degree at Salem State College in 1986. From 1987 to 1989 he was a professional hockey player with the Kristianstad Ice Hockey Club in Sweden. He is a resident of Hopkinton, Massachusetts.

Mr. McNamara’s previous position was regional vice president, wire houses and regionals at Genworth Financial. He graduated from the University of Massachusetts Amherst with a bachelor of arts degree in 2003. He lives in Quincy, Massachusetts.

Mr. Sandberg formerly was a regional vice president at John Hancock. He is a 1994 graduate of Skidmore College, with a bachelor of science degree. He lives in San Francisco.

Mr. Topley formerly served as a regional investment consultant with Arrow Funds. He received a bachelor of arts degree at the University of Pennsylvania in 2000 and is a resident of Doylestown, Pennsylvania.



 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. WE Boston - Women's Initiative Joint Spring Networking Reception, May 15
  2. MFDF In Focus: Making Sense of ESG - A Morningstar Guide, May 16
  3. SEC IM 2024 Conference on Emerging Trends in Asset Management, May 16
  4. ALFI Roadshow to the USA, May 16
  5. 2024 ICI Leadership Summit, May 21-23
  6. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  7. Schwab Institutional Investor Day, May 22
  8. MFDF Conference of Fund Leaders Forum, June 5
  9. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  11. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  12. 2024 Nicsa Fearless Leadership Symposium, June 12
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use