BNET Industries

Last Fiscal Year Sales:$111.0M
  • Private
  • US
Dow Jones Description

In 1990, we started Turner Investment Partners in Berwyn, Pennsylvania, in a small office with a few computers and low overhead: staff members took little or no compensation that first year. Original staff members included two brothers, Bob Turner and Mark Turner, and Christopher McHugh. Previously Bob had worked at Meridian Investment Company, Mark had been at First Maryland Asset Management, and Chris had been at Provident Capital Management. "We saw an opportunity and thought of doing something on our own," Mark says. "Our biggest advantage was our naivete; we didn't recognize the pitfalls of starting our own business. We had enough assets under management to keep the lights on and pay the bills." By the end of the first year, however, our assets under management totaled $112 million. Today, assets under management total approximately $23.3 billion (preliminary as of March 31, 2007). We think our growth has been due mainly to our commitment to providing clients with a level of investment performance and service that we ourselves would expect if we were in the client's shoes. Our whole story has been as simple and challenging as that. Today, Turner Investment Partners is a diversified entity providing investment management and distribution services. We offer institutional equity services, advise portfolios through relationships with managed accounts sponsors, and advise mutual funds that are part of the Turner Funds group as well as other fund families...

Number of Employees 116
Contact Information

1205 Westlakes Dr Ste 100

Berwyn, Pennsylvania 19312

www.turnerinves...

(484) 329-2300

NAICS Code Portfolio Management: 523920

Recent Events

  • David J. Honold Jr. joins Turner Investment Pa...

    10/17/09 - Mgmt. Change Entering - Manager - View Story

  • Turner Investment Partners Adds Seven External and Internal Wholesalers to Private Client Group

    8/27/09 - Mgmt. Change Entering - Other - View Story

  • Claire Cooper McConnell Joins Turner Investment Partners as Quantitative Analyst

    7/08/09 - Mgmt. Change Entering - Other - View Story

News & Analysis

turner investment partners - All News and Analysis

Decision Makers

Name (plus bio) Position
Clyde Turner CEO
Mark Turner Director, President and Senior Portfolio Manager
Brian McNally General Counsel, Vice President & Chief Compliance Officer
David Kovacs Chief Investment Officer
Glenn Dever Executive Vice President and Chief Marketing Officer
Thomas DiBella Chief Investment Officer
Thomas R. Trala Executive Vice President, Chief Financial Officer and Chief Operating Officer
Robert F. Amweg Treasurer & Vice President
Dan McFadden Managing Director, Principal
Edward D Kerpius III Senior Managing Director, North American Sales
John Lehning Managing Director
Scott Kearney Managing Director, Principal
Andrew Mark Director, Operations
Anthony Wilson Regional Sales Director
Bruce Zewe Director of Corporate Communications, Principal
Christopher McHugh Director, Executive Vice President and Senior Portfolio Manager
Daniel McManus Director of Equity Trading, Principal
Denise Pearman Business Development Director
Hans Specht Director, Finance
Jack Ebenreiter Director, Principal
James J. McBride Director, Business Development
Janna Forte Director, Accounting Management
Jena Dietrich Director, Marketing
Karl Zeller Regional Sales Director
Kevin O'Rourke Director, Principal
Lois Cantwell Director of Employment Services, Principal
Melissa M. Trala Director, Marketing
Peter Whitman Director, Sales
Sarah Mears Director, Principal
Scott Eversole Director, Principal
Beverly Farley Investment Administrative Manager, Principal
Brenda Moore Manager, Principal
Calvin Fisher Manager, Admin
David Honold Security Analyst, Portfolio Manager
David J. Brenia Portfolio Manager
Don Smith Security Analyst, Portfolio Manager
Eric Kleppe Manager, Services
Frank Sustersic Senior Portfolio Manager, Security Analyst
Fred Casadei Operations Manager, Principal
Halie O'Shea Security Analyst, Portfolio Manager
Heather McMeekin Security Analyst, Portfolio Manager
Jason Alansky It Manager, Principal
Jason Schrotberger Security Analyst, Portfolio Manager
Jeffrey Pickersgill Manager, Principal
Jennifer C Boden Portfolio Manager
Jennifer Clark Portfolio Manager
Jill McCullough Manager, Principal
Lisa Marlin Services Manager
Marc Bianchi Portfolio Manager
Peter Scilovati Manager, Principal
Rick Wetmore Security Analyst, Portfolio Manager
Robb Parlanti Senior Portfolio Manager, Security Analyst
Robert S Clark Portfolio Manager
Stephen Waltrich Operations Manager, Institutional Accounts, Principal
Steve Gentles Systems Manager, Principal
Tara Hedlund Security Analyst, Portfolio Manager, Principal
Tom Reardon Facilities and Telecommunications Manager, Principal
Vijay Shankaran Security Analyst, Portfolio Manager
William McVail Senior Portfolio Manager
Dan Hirsch Security Analyst
Debi Rossi Senior Performance Specialist, Principal
Gordon P Cromwell Security Analyst
Jeff Riggs Quantitative Analyst
Jillian Batten Security Analyst, Turner Investment Partners, Inc.
Joann Judge Associate, Principal
Joseph Krocheski Joins Turner
Lloy Sanders Crm Database Programmer, Principal
Louise Hertzog Program Trader, Principal
Matthew Topley Senior Equity Trader, Principal
Melissa Hinmon Senior Equity Trader, Principal
Michelle McKeown Senior Equity Trader, Principal
Michelle Summerill Equity Trading Assistant, Principal
Mike Lozano Security Analyst
Pablo Echavarria Security Analyst
Richard Mercer Crm Systems Administrator, Principal
Ronald Clarke Security Analyst
Sam Chang Security Analyst
Scott Swickard Security Analyst
Sharon West Senior Account Administrator, Principal
Theresa Hoang Security Analyst
Wendy Wee Performance Specialist, Principal

Board of Directors

Name (plus bio) Position
Robert E. Turner Chairman, CEO & Chief Investment Officer
Gary M. Anna Board of Directors
Leo J. Pound Board of Directors
Thomas E. Wood Board of Directors

Organization Position Status
Turner Investment Partners CEO Current
Turner Investment Partners Chairman Current
Ely Energy Center Vice Chairman of the Community Board of St. Rose Dominican Hospitals Current

Organization Position Status
Turner Investment Partners Chairman, CEO & Chief Investment Officer Current
Turner Investment Partners Chairman and Chief Investment Officer Current
Lybradyn, Inc. Director of Molecular Engineering Current
CFA Institute Board of Directors Current
Episcopal Academy Board of Directors Current
Virtus Investment Partners, Inc Board of Directors Current
Turner Investment Partners Co-Founder Current
The Advisory Council Member Current
CFA Institute Member Current
ThermoGen, Inc. Former
University of Illinois PH.D. Former
Bradley University MBA Former
University of Illinois M.B.A. In Finance Former
Bradley University BS In Accounting Former

Organization Position Status
Turner Funds Plc President Current
Turner Investment Partners Director, President and Senior Portfolio Manager Current
Bradley University Chairman Current
CFA Institute Board of Directors Current
Turner Investment Partners Board of Directors Current
CFA Institute Member Current
Turner Investment Partners Co-Founder Former
University of Illinois MBA In Finance Former
Bradley University BS In Economics Former

Organization Position Status
Turner Investment Partners General Counsel, Vice President & Chief Compliance Officer Current
District of Columbia, LLC Board of Directors Current
Kirkpatrick & Lockhart LLP Attorney Former
Turner Investment Partners Principal & General Counsel Former
University of San Francisco School of Law J.D. Former
Hamilton College A.B. Former

David Kovacs is the chief investment officer of quantitative strategies at Turner Investment Partners. Mr. Kovacs developed the quantitative research model that is currently used by the firm. He has worked at Turner since 1998 and has nineteen years of investment experience. Prior to joining Turner Investment Partners, Mr. Kovacs was Director of Quantitative Research at Pilgrim Baxter & Associates. He also served as a senior financial analyst at The West Company. He began his career as a research analyst at Allied Signal, Inc. Mr. Kovacs received his MBA from the University of Notre Dame with a dual major in finance and accounting, which is also where he received his bachelor's degree in mathematics and computer science. He is a member of CFA Institute and CFA Society of Philadelphia.

Organization Position Status
Turner Investment Partners Chief Investment Officer Current
CFA Institute Board of Directors Current
Baxter & Associates, LLC Director of Quantitative Research Former
Pilgrim Baxter And Associates Director of Quantitative Research Former

Glenn A. Dever is our Executive Vice President and Chief Marketing Officer. Mr. Dever joined us as Director of Client Service in 1997 and has been Chief Marketing Officer since 2005. Prior to joining us in 1997, Mr. Dever, who has 23 years of industry-related experience, worked as vice president of client services for Delaware Investment Advisors. Prior to that, he was a senior consultant at New England Pension Consultants. He began his career in the investment management division of Ameritech Corporation. Mr. Dever received a B.S. in finance from Miami University (Ohio) and an M.B.A. in finance from Loyola University (Chicago). He is a member of The Association of Investment Management Sales Executives.

Organization Position Status
Turner Investment Partners Executive Vice President and Chief Marketing Officer Current
Turner Funds Plc Chief Marketing Officer Current
Turner Investment Partners Principal Former
Aimse Board of Directors Current
Aimse Member Current
Delawareinvestmentadvisors.Com Vice President of Client Services Former
Turner Investment Partners Vice President of Client Services Former
Turner Investment Partners Director, Distribution Former
Loyola University MBA In Finance Former
Miami University Bachelor's Degree In Finance Former

Organization Position Status
Turner Investment Partners Chief Investment Officer Current
Turner Funds Plc Lead Portfolio Manager Current
CFA Institute Board of Directors Current
University of Connecticut MBA In Finance Former
University of Connecticut BS In Accounting Former

Organization Position Status
Turner Funds Plc President Current
Turner Investment Partners Executive Vice President, Chief Financial Officer and Chief Operating Officer Current
Turner Funds Plc Chief Operating Officer and Chief Financial Officer Current
American Institute of Certified Public Accountants Board of Directors Current
American Institute of Certified Public Accountants Member Current
Barbacane Thornton Co. Senior Staff Accountant Former
Widener University Bachelor's Degree In Business Administration Former

Organization Position Status
Turner Investment Partners Treasurer & Vice President Current
Lionel LLC Vice President Former
Lionel LLC Treasurer Former
Fordham University M.B.A. In Finance Former
Susquehanna University B.S. In Mathematics Former

Organization Position Status
Turner Investment Partners Managing Director, Principal Current
Hercules Incorporated Director of Business Analysis Former
Turner Investment Partners Director, Client Services Former
Villanova University MBA In Finance Former
Drexel University Bachelor's Degree In Business Administration Former

Organization Position Status
Turner Funds Plc Senior Managing Director, North American Sales Current
Turner Investment Partners Senior Managing Director, North American Sales Current
Villanova University Former

Organization Position Status
Turner Investment Partners Managing Director Current
Turner Investment Partners Director, Distribution Former

Organization Position Status
Turner Investment Partners Managing Director, Principal Current
Turner Investment Partners Director, Business Dev Former

Organization Position Status
Turner Investment Partners Director, Operations Current
Turner Investment Partners Director, Operations Former

Organization Position Status
Turner Investment Partners Regional Sales Director Current

All Rights Reserved 2007. Effective January 1, 2006, The Turner Funds are distributed by SEI Investments Distribution Co., Oaks, PA 19456. The investor should consider the investment objectives, risks, charges and expenses carefully before investing. This and other information can be found in the prospectus. A free prospectus, which contains detailed information, including fees and expenses, and the risks associated with investing in these funds, can be obtained by calling 800.224.6312 or by clicking here. Read the prospectus carefully before investing. Mutual Fund investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

Organization Position Status
Turner Investment Partners Director of Corporate Communications, Principal Current

Christopher K. McHugh co-founded Turner Investment Partners in 1990. In addition to his role as vice president, Mr. McHugh is lead portfolio manager for Turner's Midcap Growth and Concentrated Global Growth portfolios. He is also a member of the team of analysts covering stocks in the technology and telecommunications sector. He has twenty-three years of investment experience. Prior to co-founding Turner Investment Partners, Mr. McHugh was a performance specialist at Provident Capital Management. He graduated from Philadelphia University with a BS degree in accounting, and received an MBA in finance from St. Joseph's University. He is on the board of trustees at Philadelphia University and is an affiliate member of the CFA Society of Philadelphia.

Organization Position Status
Turner Investment Partners Director, Executive Vice President and Senior Portfolio Manager Current
Turner Investment Partners Vice President Former
Turner Investment Partners Co-Founder Former
Tuckerbrook Alternative Investments, LLC Portfolio Manager for the Tuckerbrook Long, Short Aggressive Growth Strategy Current
CFA Institute Board of Directors Current
Turner Investment Partners Board of Directors Current
CFA Institute Member Current
Provident Capital Management, Inc., Inc. Specialist Former
Philadelphia University Board of Directors Former
St. Joseph's University MBA In Finance Former
Philadelphia University BS Degree In Accounting Former

Organization Position Status
Turner Investment Partners Director of Equity Trading, Principal Current

Organization Position Status
Turner Investment Partners Business Development Director Current

Organization Position Status
Turner Investment Partners Director, Finance Current
Turner Investment Partners Controller, Principal Former

Organization Position Status
Turner Investment Partners Director, Principal Current
Turner Investment Partners Service Manager Former

Organization Position Status
Turner Investment Partners Director, Business Development Current
Turner Investment Partners Senior Business Development Manager Current
Penn Capital Management Co., Inc. Vice President, Institutional Marketing and Client Service Former
La Salle University Bachelor of Science Degree In Finance Former

Organization Position Status
Turner Investment Partners Director, Accounting Management Current
Turner Investment Partners Director, Accounting Management Former

Organization Position Status
Turner Investment Partners Director, Marketing Current

Organization Position Status
Turner Investment Partners Regional Sales Director Current

Organization Position Status
Turner Investment Partners Director, Principal Current

Organization Position Status
Turner Investment Partners Director of Employment Services, Principal Current

Organization Position Status
Turner Investment Partners Director, Marketing Current
Turner Investment Partners Director, Marketing Former

Organization Position Status
Turner Investment Partners Director, Sales Current
Turner Investment Partners Director, Sales Former

Organization Position Status
Turner Investment Partners Director, Principal Current
Turner Investment Partners National Accounting Manager Former

Organization Position Status
Turner Investment Partners Director, Principal Current

Organization Position Status
Turner Investment Partners Investment Administrative Manager, Principal Current

Organization Position Status
Turner Investment Partners Manager, Principal Current

Organization Position Status
Turner Investment Partners Manager, Admin Current

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager Current

David Brenia is a security analyst for our core/value products at Turner Investment Partners. Mr. Brenia has worked at Turner since 2003 and has four years investment experience. Prior to joining Turner Investment Partners, Mr. Brenia was employed with the University of Tulsa and the United States Navy. Mr. Brenia received his MBA in finance from the University of Tulsa and his BS in political science from the United States Naval Academy.

Organization Position Status
Turner Investment Partners Portfolio Manager Current
Turner Investment Partners Security Analyst Current
Turner Funds Plc Current
The University of Tulsa MBA In Finance Former

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager Current

Organization Position Status
Turner Investment Partners Manager, Services Current

Organization Position Status
Turner Investment Partners Senior Portfolio Manager, Security Analyst Current

Organization Position Status
Turner Investment Partners Operations Manager, Principal Current

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager Current

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager Current

Organization Position Status
Turner Investment Partners It Manager, Principal Current

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager Current

Organization Position Status
Turner Investment Partners Manager, Principal Current

Organization Position Status
Turner Investment Partners Portfolio Manager Current
Turner Funds Plc Quantitative Analyst, Portfolio Manager Current
Turner Investment Partners Analyst Current
CFA Institute Board of Directors Current
The Pennsylvania State University BS In Mathematics Former

Jennifer K. Clark is a quantitative analyst/portfolio manager at Turner Investment Partners. Ms. Clark is co-manager of Turner's quantitative equity strategies. She joined Turner in 2006 and has five years of investment experience. Prior to joining Turner Investment Partners, Ms. Clark was employed with ACE USA. Ms. Clark received her BS in mathematics with a concentration in actuarial science from Pennsylvania State University. She is an affiliate member of CFA Institute and CFA Society of Philadelphia.

Organization Position Status
Turner Investment Partners Portfolio Manager Current
Turner Investment Partners Analyst Current
CFA Institute Board of Directors Current
CFA Institute Member Current
The Pennsylvania State University BS In Mathematics Former

Organization Position Status
Turner Investment Partners Manager, Principal Current

Organization Position Status
Turner Investment Partners Services Manager Current

Marc G. Bianchi is a security analyst/portfolio manager at Turner Investment Partners. He has worked at Turner since 2004 and has four years of investment experience. Prior to joining Turner Investment Partners, Mr. Bianchi was employed with Melhado Flynn & Associates and the Crummer Suntrust Scholarship Endowment Fund. Mr. Bianchi received his MBA in finance from the Crummer Graduate School of Business and his bachelor's degree in Economics at Rollins College. He is also an affiliate member of CFA Institute and CFA Society of Philadelphia.

Organization Position Status
Turner Investment Partners Portfolio Manager Current
Turner Funds Plc Security Analyst, Portfolio Manager Current
Turner Investment Partners Security Analyst Current
CFA Institute Board of Directors Current
CFA Institute Member Current
Rollins College Bachelor's Degree In Economics Former

Organization Position Status
Turner Investment Partners Manager, Principal Current

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager Current

Organization Position Status
Turner Investment Partners Senior Portfolio Manager, Security Analyst Current
Virtus Investment Partners, Inc Current
CFA Institute Board of Directors Current
Turner Investment Partners Security Analyst Former
PNC Bank Former

Robert S. Clark is a security analyst for our core/value products at Turner Investments Partners. Mr. Clark has worked at Turner since 2005 and has three years of investment experience. Prior to joining Turner Investment Partners, Mr. Clark was employed with People's Bank. Mr. Clark received his MBA from Yale School of Management and he received a dual bachelor's degree in Finance and Economics from Bryant College. He is a member of CFA Institute, the New York Society of Security Analysts, and Institute of Management Accountants.

Organization Position Status
Turner Investment Partners Portfolio Manager Current
Turner Funds Plc Security Analyst Current
New York Society of Security Analysts Board of Directors Current
CFA Institute Board of Directors Current
Institute of Management Accountants Board of Directors Current
Institute of Management Accountants Member Current
New York Society of Security Analysts Member Current
CFA Institute Member Current
Yale School of Management MBA Former
Bryant College Bachelor's Degree In Finance and Economics Former

Organization Position Status
Turner Investment Partners Operations Manager, Institutional Accounts, Principal Current

Organization Position Status
Turner Investment Partners Systems Manager, Principal Current

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager, Principal Current

Organization Position Status
Turner Investment Partners Facilities and Telecommunications Manager, Principal Current

Organization Position Status
Turner Investment Partners Security Analyst, Portfolio Manager Current

William McVail is a senior portfolio manager/security analyst at Turner Investment Partners. He covers stocks in the consumer sector. Mr. McVail is the lead manager of the Small Cap Growth and Small Cap GrowthPlus portfolios and a co-manager of the Concentrated Growth and Micro Cap Growth portfolios. He has worked at Turner since 1998 and has twenty-one years of investment experience. Prior to joining Turner Investment Partners, Mr. McVail was a portfolio manager at BlackRock Equity Advisors. He also served as an equity analyst at PNC Investment Management and Research. Mr. McVail graduated from Vassar College with a dual bachelor's degree in economics and psychology. He is a member of CFA Institute and CFA Society of Philadelphia.

Organization Position Status
Turner Investment Partners Senior Portfolio Manager Current
Turner Investment Partners Security Analyst Former
CFA Institute Member Current
Vassar College Bachelor's Degree In Economics Former

Organization Position Status
Turner Investment Partners Security Analyst Current

Organization Position Status
Turner Investment Partners Senior Performance Specialist, Principal Current

Gordon P. Cromwell is a security analyst for our core/value products at Turner Investments Partners. Mr. Cromwell has worked at Turner since 2007 and has fourteen years of investment experience. Prior to joining Turner Investment Partners, Mr. Cromwell was employed with Canaccord Adams and Tucker Anthony. Mr. Cromwell received his MBA from Vanderbilt University and he received a bachelor's degree in English from Denison University. He is a regular member of CFA Institute.

Organization Position Status
Turner Investment Partners Security Analyst Current
Turner Funds Plc Current
CFA Institute Board of Directors Current
Vanderbilt University MBA Former
Denison University Bachelor's Degree In English Former

Organization Position Status
Turner Investment Partners Quantitative Analyst Current

Jillian Batten has been a security analyst at Turner Investment Partners since December of 2006. She covers stocks in the consumer sector. Ms. Batten graduated magna cum laude from Immaculata University with a bachelor's degree in business administration with a concentration in finance.

Organization Position Status
Turner Investment Partners Security Analyst, Turner Investment Partners, Inc. Current
Turner Funds Plc Current
CFA Institute Board of Directors Current

Organization Position Status
Turner Investment Partners Associate, Principal Current

Organization Position Status
Turner Investment Partners Joins Turner Current

Organization Position Status
Turner Investment Partners Crm Database Programmer, Principal Current

Organization Position Status
Turner Investment Partners Program Trader, Principal Current

Organization Position Status
Turner Investment Partners Senior Equity Trader, Principal Current

Organization Position Status
Turner Investment Partners Senior Equity Trader, Principal Current

Organization Position Status
Turner Investment Partners Senior Equity Trader, Principal Current

Organization Position Status
Turner Investment Partners Equity Trading Assistant, Principal Current

Organization Position Status
Turner Investment Partners Security Analyst Current

Organization Position Status
Turner Investment Partners Security Analyst Current

Organization Position Status
Turner Investment Partners Crm Systems Administrator, Principal Current

Ronald Clarke is a security analyst for our core/value products at Turner Investment Partners. Mr. Clarke has worked at Turner since 2002 and has forty-one years of investment experience. Prior to joining Turner Investment Partners, Mr. Clarke was employed with Aeltus Investment Management. Mr. Clarke received his BS in finance at the University of Connecticut and was the former president of Financial Analysts of Hartford.

Organization Position Status
Turner Investment Partners Security Analyst Current
Turner Funds Plc Current
Financial Analysts, Inc. President Former
University of Connecticut BS In Finance Former

Organization Position Status
Turner Investment Partners Security Analyst Current
Turner Funds Plc Current
The Hartford Society of Financial Analysts,Inc. Board of Directors Current
CFA Institute Board of Directors Current
The Hartford Society of Financial Analysts,Inc. Member Current
CFA Institute Member Current
Investec Limited Former
SoundView Technology Group, Inc. Former
Trinity College Bachelor's Degree In Economics Former

Organization Position Status
Turner Investment Partners Security Analyst Current

Organization Position Status
Turner Investment Partners Senior Account Administrator, Principal Current

Organization Position Status
Turner Investment Partners Security Analyst Current

Organization Position Status
Turner Investment Partners Performance Specialist, Principal Current

Organization Position Status
Turner Investment Partners Board of Directors Current
Americaninstitute.Com Board of Directors Current

Organization Position Status
Turner Investment Partners Board of Directors Current
Marble Crafters, Inc. Chief Financial Officer Former

Organization Position Status
Atlantic Challenge Foundation Board of Directors Current
Apprenticeshop Board of Directors Current
Vertex, Inc. Board of Directors Current
CFA Institute Board of Directors Current
Turner Investment Partners Board of Directors Current
Baldwin School Board of Directors Former

Executive News

  • Eric Turner Joins Turner Investment Partners as Security Analyst

    Forbes.com - 6/04/09 - View Story

  • Eric Turner Joins Turner Investment Partners as Security Analyst

    Business Wire - 6/04/09 - View Story

  • Inside Wall Street

    BusinessWeek - 5/28/09 - View Story

  • Turner Launches Fund with Access to Long/Short Strategies

    Plan Adviser - 5/13/09 - View Story

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