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Profile
Mr. Claude K.
Turlington, CFA, is an Analyst & Portfolio Manager at Terry McDaniel & Co. He joined the firm in 1999.
Mr. Turlington began his investment career in 1984 and previously worked with J.
Lee Peeler, Paine Webber, Texas First Securities, Ameritrust Texas Corporation and the Texas Permanent School Fund.
He received his B.A. in Economics from Duke University in 1984 and is a native of North Carolina.
He is a member of the CFA Institute, the CFA Society of Austin and the Estate Planning Council of Central Texas.
Ken Turlington active positions
| Companies | Position | Start |
|---|---|---|
Terry McDaniel & Co.
 Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios. | President | 1998-12-31 |
Former positions of Ken Turlington
| Companies | Position | End |
|---|---|---|
Texas Permanent School Fund (Investment Management)
 Texas Permanent School Fund (Investment Management) Financial ConglomeratesFinance PSF-IM is managed by the State Board of Education (SBOE). SBOE continues to implement long-term strategic asset allocation, diversifying SBOE to strengthen the fund. PSF is invested in global markets and experiences volatility commensurate with the underlying indices. It is broadly diversified and benefits from the low-cost structure of its investment program. | Corporate Officer/Principal | 1998-12-30 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
J. Lee Peeler & Co., Inc.
 J. Lee Peeler & Co., Inc. Investment Banks/BrokersFinance Securities firm | Corporate Officer/Principal | - |
Ameritrust Texas Corp.
 Ameritrust Texas Corp. Regional BanksFinance Trust & investment services | Portfolio Manager-Equities | - |
Training of Ken Turlington
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
87
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Terry McDaniel & Co.
Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios. | Finance |
Texas Permanent School Fund (Investment Management)
Texas Permanent School Fund (Investment Management) Financial ConglomeratesFinance PSF-IM is managed by the State Board of Education (SBOE). SBOE continues to implement long-term strategic asset allocation, diversifying SBOE to strengthen the fund. PSF is invested in global markets and experiences volatility commensurate with the underlying indices. It is broadly diversified and benefits from the low-cost structure of its investment program. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
J. Lee Peeler & Co., Inc.
J. Lee Peeler & Co., Inc. Investment Banks/BrokersFinance Securities firm | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Ameritrust Texas Corp.
Ameritrust Texas Corp. Regional BanksFinance Trust & investment services | Finance |
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