Turner Investments is pleased to welcome three seasoned professionals to its management team. Robert Baird, CPA was appointed Chief Operating & Accounting Officer,Jena Weaver Dietrich was named Director of Marketing, and Erik Hagar, CFA was appointed Senior Portfolio Specialist for the firm.
"The merger with Veracen is a watershed event for Turner Investments," said Turner Investments' Founder,Robert Turner. "In addition to adding a new, proprietary investment engine to fuel our disciplined, rules-based investment approach, we are excited to strengthen our bench with the additions of Rob, Jena, and Erik. Their respective experience and expertise will help support our ultimate goal of adding value for our clients by delivering more predictable outcomes."
Robert Baird, CPA joins Turner as Chief Operating & Accounting Officer, bringing 20 years of deep financial experience with both private and registered funds to the position. Most recently, Mr. Baird was with Veracen for two years. Prior to Veracen, he was with Kingsguard Advisors, a global macro hedge fund run by two former Goldman Sachs managers, and Ellington Management Group LLC, a quantitative manager based inGreenwich, CT, where he was Chief Financial Officer for five years. Mr. Baird earned a BS degree fromAssumption College and is a Certified Public Accountant.
Jena Weaver Dietrich rejoins Turner as Director of Marketing, having served eight years previously in the same capacity for the firm and its affiliates. She has 21 years of investment marketing experience across a spectrum of business channels. Most recently, Ms. Dietrich was a Managing Director for Custom Institutional Fund Solutions, a consultancy to the investment management industry that specializes in helping firms launch mutual funds. Prior to her initial tenure at Turner, she was Director of Marketing for Philadelphia International Advisors and Vice President of Marketing for The Glenmede Trust Company. She earned a BA degree fromUrsinus College and holds FINRA Series 6 and Series 63 licenses.
Erik Hagar, CFA joins Turner as Senior Portfolio Specialist, bringing 30 years of investment industry experience to the new role. Most recently he spent nine years at Vanguard as a Senior Investment Analyst within its Portfolio Review Group and as Head of Consultant Relations within the Institutional Sales Division. Prior to Vanguard, Mr. Hagar served as an active equity portfolio manager for The Glenmede Trust Company. He began his career as an equity and option specialist with membership privileges on the Philadelphia Stock Exchange (PHLX). He earned a BS degree from Bucknell University and holds the Chartered Financial Analyst designation as well as FINRA Series 6, 26, and 63 licenses. He is a member of the CFA Institute and the CFA Society of Philadelphia (president, 2009).
"Industry headwinds for active investment managers have been strong and we've seen tremendous changes in technology, investment vehicles, distribution channels, and fees over the past ten years," said Mr. Hagar. "Turner is creating a well-positioned opportunity for success in this environment and I'm delighted to be at the forefront."
Turner Investments is an employee-owned firm founded in 1990 by Robert E. Turner, which is dedicated solely to the investment advisory business. The firm is a quality-based fundamental equity manager with a disciplined, team-oriented investment process. Turner maintains a firm-wide commitment to fundamental research and growth investment strategies. For Fund shareholder-related questions, please contact Turner at 484.329.2300. You may also visit http://www.turnerinvestments.com for more information about Turner and its products and services.
