Thursday, November 05, 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
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 Groupís 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 firmís 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. McNamaraís 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.
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