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Rating:Turner Promotes Five to Co-Managers of Growth Equity Investing Team Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, August 1, 2007

Turner Promotes Five to Co-Managers of Growth Equity Investing Team

by: Erin Kello

Turner Investment Partners has appointed Jennifer K. Clark, Heather F. McMeekin, Halie W. O’Shea, Donald W. Smith, and Rick Wetmore as co-managers of the Growth Equity Investing Team. The new responsibilities will supplement their existing roles as portfolio managers/analysts for Turner’s growth-stock separate accounts and mutual funds.


Jennifer K. Clark, Heather F. McMeekin, Halie W. O’Shea, Donald W. Smith, and Rick Wetmore have been appointed co-managers in the Growth Equity Investing Team at Turner Investment Partners, an investment firm that manages more than $25 billion in assets on behalf of institutions and individuals.

As co-managers, they are gaining new portfolio-management responsibilities that supplement their existing roles as portfolio managers/analysts for Turner’s growth-stock separate accounts and mutual funds. Headquartered in Berwyn, Pennsylvania, Turner is employee-owned and was founded in 1990. “All five team members earned the appointment as comanagers through their expertise and commitment to our organization,” says Robert E. Turner, chairman and chief executive officer. “We’ve rewarded their efforts with an opportunity for professional growth. And we believe their increased contributions should help the team to maximize investment performance for our clients.”

Ms. Clark, 26, adds comanager responsibilities for the Turner Quantitative Large Cap Value Equity separate accounts and the Turner Large Cap Value Fund. She collaborates with lead portfolio manager David Kovacs on these investments.

Ms. Clark earned a bachelor of science degree in mathematics at The Pennsylvania State University in 2003 and is a resident of Philadelphia. She joined Turner in 2006.

Ms. McMeekin, 34, gains responsibilities as comanager for the Turner Large Cap Growth Equity separate accounts and the Turner Large Cap Growth Fund. She joins lead portfolio manager Robert E. Turner and comanagers Mark D. Turner and Robb J. Parlanti.

Ms. McMeekin also was named a new comanager for the Turner International Growth Equity separate accounts and the Turner International Core Growth Fund. Her colleagues on this portfolio-management team include lead portfolio manager Mark D. Turner and comanagers Robert E. Turner, Christopher K. McHugh, and Mr. Smith. In addition, Ms. McMeekin serves as a comanager for two other Turner separate accounts.

Ms. McMeekin earned a bachelor of science in management degree in finance at Tulane University in 1995 and an MBA degree in finance at New York University in 2002. She joined Turner in 2001 and resides in Newtown Square, Pennsylvania.

Ms. O’Shea, 35, moves into the role of comanager for the Turner Core Growth Equity separate accounts and the Turner Core Growth Fund. She assists lead portfolio manager Robert E. Turner and comanagers Mark D. Turner and Mr. Parlanti.

Ms. O’Shea also becomes comanager for the Turner Growth Equity separate accounts, joining lead portfolio manager Robert E. Turner and comanagers Mark D. Turner and Mr. Parlanti.

Additionally, Ms. O’Shea gains the title of comanager for the Turner Global Growth Equity separate accounts. She assists lead portfolio manager Robert E. Turner and comanagers Mark D. Turner, Mr. McHugh, and Mr. Smith.

Ms. O’Shea earned a bachelor of science degree in journalism at Northwestern University in 1993 and an MBA degree at the Leonard M. Stern School of Business at New York University in 2000. She lives in Rydal, Pennsylvania, and joined Turner in 2003.

Mr. Smith, 39, now serves as comanager for four separate accounts, Turner Concentrated Global Growth Equity, Turner Global Growth Equity, Turner International Growth Equity, and Turner Concentrated International Growth Equity, in addition to the Turner International Core Growth Fund.

Mr. Smith works on the Turner Concentrated Global Growth Equity separate accounts with lead portfolio manager Mr. McHugh and comanagers Mark D. Turner and Robert E. Turner. On the Turner Global Growth Equity accounts, he collaborates with lead portfolio manager Robert E. Turner and comanagers Mark D. Turner, Mr. McHugh, and Ms. O’Shea. On Turner International Growth Equity and the Turner International Core Growth Fund, he supports lead portfolio manager Mark D. Turner and comanagers Robert E. Turner, Mr. McHugh, and Ms. McMeekin. And he assists lead portfolio manager Mark D. Turner and comanagers Robert E. Turner and Mr. McHugh on the Turner Concentrated International Growth Equity separate accounts.

A Chartered Financial Analyst, Mr. Smith earned a bachelor of science degree cum laude in operations management at Syracuse University in 1990 and an MBA degree in financial management at the Sloan School of Management at Massachusetts Institute of Technology in 1999. He joined Turner in 2003 and resides in Plymouth Meeting, Pennsylvania.

Mr. Wetmore, 27, adds the role of comanager for the Turner Small Cap Growth Equity and the Turner Small Cap GrowthPlus Equity separate accounts, as well as the Turner Small Cap Growth Fund. He joins lead portfolio manager William C. McVail and comanager Jason D. Schrotberger. He succeeds Mr. McHugh and Frank L. Sustersic on this team.

In 2002, Mr. Wetmore earned a bachelor of science degree in economics from the Wharton School of Business at the University of Pennsylvania. A resident of Haverford, Pennsylvania, he has been at Turner since 2001.

The Turner Funds are distributed by SEI Investments Distribution Co., Oaks, Pennsylvania 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 the Turner Funds, can be obtained by calling 800.224.6312. 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.

Foreign investments are subject to risks not ordinarily associated with domestic investments, such as currency, economic, and political risks and different accounting standards.

Funds that invest small and/or mid-size company stocks typically involve greater risk, particularly in the short term, than those investing in larger, more established companies.

As of June 30, 2007, Turner Investment Partners’ assets under management were more than $25 billion. 

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