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

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

Rating:Turner Names 2004 Partner Class Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, January 22, 2004

Turner Names 2004 Partner Class

Reported by Sean Hanna, Editor in Chief

Turner Investment Partners has named another 14 employees as principals. The Berwyn, Pennsylvania-based firm manages some $12.3 billion in assets and now counts 65 of its 108 employees as principals. Each principal holds an equity stake in the firm.

"We appoint principals in recognition of the contributions that individual staff members have made in meeting our primary goals of providing superior investment returns and service to clients," explained Bob Turner, founder, chairman, and chief investment officer of the firm.

The newly-named principals include:

  • Lisa Boggs, legal/compliance/finance associate, and a resident of Exton, Pennsylvania. She joined the firm in 2000.

  • Lois Cantwell, director of employment services, and a resident of Downingtown, Pennsylvania. She graduated from Peirce College in 1975 and joined the firm in 2000.

  • Chris Cohen, operations coordinator, and a resident of Ardmore, Pennsylvania. He joined the firm in 2000 and attended The Pennsylvania State University.

  • Scott Eversole, institutional business development director, and a resident of Orinda, California. He joined the firm in 2002 and graduated from Tulane University in 1986.

  • JoAnn Judge, client-service associate, and a resident of Oreland, Pennsylvania. She joined the firm in 2000.

  • Lisa Lukasiewicz, client-service manager, and a resident of Berwyn, Pennsylvania. She joined the firm in 2000 and is a 1999 graduate of Rutgers, The State University of New Jersey.

  • James McBride, institutional business development director, and a resident of Moorestown, New Jersey. He graduated from LaSalle University in 1991 and joined the firm in 2001.

  • Daniel McFadden, director of client service, and a resident of Wilmington, Delaware. He joined the firm in 2003 and received a bachelor's degree at Drexel University in 1983 and an MBA degree at Villanova University in 1990.

  • Kevin O'Rourke, midwest regional sales director, managed accounts, and a resident of West Chester, Pennsylvania. He joined Turner in 2002 and graduated from West Virginia University in 1992.

  • Denise Pearman, institutional business development director, and a resident of Denver. She joined the firm in 2002 and earned bachelor's degrees in economics and public relations at Syracuse University in 1993.

  • Damian Petrone, quantitative analyst, and a resident of West Chester, Pennsylvania. He joined the firm in 1998 and was awarded a bachelor's degree from Princeton University in 2002.

  • Peter Scilovati, client-relationship manager, managed accounts, and a resident of Devon, Pennsylvania. He joined the firm in 2001 and earned a bachelor's degree after attending The Pennsylvania State University from 1983 to 1987.

  • Frank Waltrich, staff accountant, and a resident of Warrington, Pennsylvania. He joined the firm in 1999 and earned a bachelor's degree at The Pennsylvania State University in 2000.

  • Rick Wetmore, security analyst/portfolio manager, and a resident of Haverford, Pennsylvania. He joined the firm in 2001 and received a bachelor's degree from the Wharton School of the University of Pennsylvania in 2002.  

    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
    2023: Q1
    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. MFDF webinar - The SEC's Swing Pricing and Liquidity Proposal: What You Should Know, February 1
    2. Exchange: an ETF Experience, Feb 5-8
    3. WE US - Breakfast at Nobu Hotel, February 6
    4. MFDF Director Discussion Series - Open Forum (Stuart, FL), February 7
    5. 8th Annual Expect Miracles in Manhattan, February 16
    6. MMI Next Chapter: Rockin' Retirement, February 21
    7. Expect Miracles Boston YPEM Battle of the Bartenders, February 28
    8. MFDF webinar - Fund Industry Claims Trends: An Insurer's Perspective, March 1
    9. Nicsa Strategic Leadership Forum 2023, Mar 1-3
    10. IMEA Data Council Summit, Mar 7-8
    11. MFDF 2023 Fund Governance & Regulatory Insights Conference, Mar 9-10
    12. Irish Funds Boston Breakfast Seminar, March 15
    13. Irish Funds New York Seminar, March 16
    14. 2023 ICI Investment Management Conference, Mar 19-22
    15. FRA's Mastering Client Services and RFPs for Institutional Investors, Mar 20-21
    16. Crane Data's Bond Fund Symposium, Mar 23-24
    17. 2023 MMI Summit, Mar 29-30
    18. MFDF Director Discussion Series - Open Forum via Zoom, March 29
    19. 34th Sub-Advised Funds Forum, Apr 3-4
    20. MFDF webinar - Impact of Market Performance on 2022 Annual Investment Firm Profitability and Economies of Scale, April 5
    21. MFDF Regulatory Impacts on Fund Boards, April 20
    22. Morningstar Investment Conference 2023, Apr 25-27
    23. MFDF In Focus: Board Oversight Lessons from Former Fund Directors, May 9
    24. 2023 MMI Emerging Asset Managers Forum, May 11-12
    25. WE US - breakfast at InsideETFs, May 22
    26. MFDF Director Discussion Series - Open Forum (Columbus, OH), June 1




    ©All rights reserved to InvestmentWires, Inc. 1997-2023
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use