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
Directions/Parking

Edward W. Turville, CFA
Managing Partner & Chief Investment Officer

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

Directions/Parking

John E. Webster, II
President/Director of Research

Quentin Velleley, CFA
Senior Vice President, Portfolio Manager

Lisa Woodham
Senior Equity Analyst

Sharon Margetson, CFA, CIPM
Senior Research Analyst

James Howley, CFA
Senior Equity Analyst

Kevin Varin
Senior Equity Analyst

Candace Chapman, CPA
Executive Vice President, Director of Marketing