Contact Us

Naples Office

Portfolio Management and Operations

1100 Fifth Avenue South, Suite 305
Naples, Florida 34102
Telephone: (239) 262-3017
Facsimile: (239) 263-4572
Toll Free: (877) 825-2549

Edward W. Turville, CFA
Managing Partner/Portfolio Manager

Jon D. Dreith
Director of Operations/Trading

Joan E. Beckner
Vice President/Chief Compliance Officer

Tania Zapalski
Vice President/Trader/Financial Analyst

Atlanta Office

Research and Marketing

999 Peachtree Street, Suite 2750
Atlanta, Georgia 30309
Telephone: (404) 582-8990
Facsimile: (404) 588-2599


John E. Webster, II
President/Director of Research

Quentin Velleley, CFA
Senior Vice President, Global Equity Analyst

Lisa Woodham
Senior Equity Analyst

Sharon Margetson, CFA, CIPM
Senior Research Analyst

Chris Kendrick, CPA
Equity Analyst

James Howley, CFA
Equity Analyst

Candace Chapman, CPA
Exectuive Vice President, Director of Marketing