Edward W. Turville, CFA
Managing Partner, Portfolio Manager & Chief Investment Officer
Edward W. Turville CFA is the firm's Founder, Managing Partner, Portfolio Manager & Chief Investment Officer. Mr. Turville, CFA has been with the firm and its predecessors since inception in 1997, and has an extensive real estate and investment background with over 40 years of cumulative experience in these industries. He has held a number of senior positions with a prestigious group of investment firms including: Managing Director – Real Estate Division, Beach Investment Counsel Inc.; Principal – Dalton, Greiner, Hartman, Maher & Co.; and Director of Research, Senior Vice President – Johnson, Lane, Space, Smith & Co. Mr. Turville is a Chartered Financial Analyst charterholder and a graduate of Rice University with an Advanced Degree in Accounting.
John E. Webster, II
President, Director of Research
As the firm's President and Director of Research, Mr. Webster directs the firm's Atlanta Office and its research and marketing functions. He has a broad and in-depth background in real estate and real estate investing and has over 30 years experience in the industry. Mr. Webster has served as a real estate loan officer and asset manager for the Bank of Nova Scotia where he was responsible for an institutional portfolio of office, retail, hotel and condominium assets. He also has experience in real estate development and leasing in the industrial and office sectors. Mr. Webster has been with the firm since its inception, and has been a significant contributor to the development of our investment process. He holds a Bachelor of Arts in Public Policy from Duke University and a Masters of Business Administration from Emory University.
Jon D. Dreith
Senior Vice President, Director of Operations/Trading
Mr. Dreith is our firm's Director of Trading and Operations. He oversees the firm's trading desk and operations, and is responsible for monitoring daily market activity for the firm. He is also responsible for all firm operational and accounting functions. Before joining REMS Group in 2002, he was a head trader and manager of the Margin Department at Ameritrade Inc. Mr. Dreith holds a Bachelor of Science in Business Management from the University of Bellevue at Nebraska.
Quentin Velleley, CFA
Senior Vice President, Global Equity Analyst
Mr. Velleley is a Senior Vice President and analyst at the firm with broad experience in both US and International real estate securities. Mr. Velleley has 15 years’ experience in global real estate analysis, most recently as a director in Citi Global Markets New York office where his role included covering US retail and healthcare REITS, and coordinating product for Citi’s global real estate research. At Citi Quentin was previously the Head of Australian Property Research and prior to that was a Manager in Real Estate Corporate Finance for a top 4 Accounting Firm. Mr. Velleley is a CFA charterholder and graduated from the University of Melbourne with a Bachelor of Arts, and from RMIT University with a Bachelor of Business Property.
Senior Equity Analyst
Ms. Woodham is a Senior Equity Analyst instrumental in the firm's fundamental research of publicly traded REIT and REOC common equities. Prior to joining REMS in 2015, Ms. Woodham was a Vice President of Structured Real Estate at SunTrust Robinson Humphrey where she originated and structured net lease investments for the bank’s portfolio. Prior to this, she was a Vice President of Investments at GIC Real Estate Inc. in San Francisco where she invested the foreign reserves of Singapore in publicly-traded U.S. REIT common equity and preferreds as well as joint ventures and other funds. Before this, Ms. Woodham was an Investment Banking Analyst and Associate at Seven Hills Partners in San Francisco. She holds a Bachelor of Science and Business Administration in Finance from the University of San Francisco.
Sharon Margetson, CFA, CIPM
Vice President, Senior Research Analyst
Ms. Margetson is a Vice President and Senior Research Analyst for our firm and is responsible for the quantitative aspects of our investment process. In her capacity as a Research Analyst she also oversees statistical research, portfolio analyses, and the firm's research database. She is also actively involved in developing enhancements to our portfolio analyses. Ms. Margetson has a Bachelor of Science in Applied Mathematics with Highest Honor and a Certificate in Economics from the Georgia Institute of Technology. She holds the Chartered Financial Analyst designation and the Certificate in Investment Performance Measurement designation and is a member of the CFA Institute, the CIPM Association and the Atlanta Society of Finance and Investment Professionals (formerly CFA Society of Atlanta) where she has been actively involved in various roles - Chair of the Volunteer Committee, Board Secretary and Trustree.
Chris Kendrick, CPA
Mr. Kendrick is an Equity Analyst for REMS, supporting the firm's fundamental research of publicly traded REIT and REOC common equities. Prior to joining REMS in 2011, Mr. Kendrick was a Financial Analyst for Carter Real Estate where he was the lead analyst for an institutional portfolio of Class A commercial office and industrial real estate assets. Prior to Carter, Mr. Kendrick was a Risk Analyst and loan portfolio underwriter of CMBS pools ranging from $100 - $500 million in value for clients that included BlackRock, Midland Loan Servicing, and ING Clarion. He holds a Bachelor of Business Administration in Real Estate and Finance from the Terry College of Business at the University of Georgia. Mr. Kendrick is also a Certified Public Accountant.
James Howley, CFA
Mr. Howley is an Equity Analyst for our firm supporting the firm's fundamental research of publicly traded REIT and REOC common equities. Prior to joining REMS in 2014, Mr. Howley was an Equity Research Associate at Sandler O’Neill + Partners in New York, New York. He was a member of the equity research team ranked #3 in Financial Services by the Wall Street Journal’s Best on the Street survey (2012). His prior work experience also includes working as a Consulting Analyst at Accenture, Inc. in New York, New York. Mr. Howley is a CFA charterholder and holds a Bachelor of Science in Finance from Bentley University.
Vice President/Trader, Financial Analyst
Ms. Zapalski is a VIce President/Trader and Financial Analyst for the firm. In her capacity as a Trader, she works with Mr. Dreith in the execution and oversight of the firm's trading operations. As the firm's Financial Analyst, she oversees our internal financials and accounting. Ms. Zapalski was an Assistant Controller at First Florida Bank prior to joining our firm. She holds a Bachelor of Science in Finance (with honors) from the University of Miami.
Candace Chapman, CPA
Executive Vice President, Director of Marketing - (404) 582-8996
Ms. Chapman is an Excutive Vice President and our Director of Marketing. She oversees marketing and client service for the firm. Her background in marketing and client service includes: Principal, C2 & Associates, Ltd., an institutional investment marketing firm, Partner, Director of Marketing and Client Service, New Amsterdam Partners LLC, a New York investment advisor, and National Director of Marketing for Watson Wyatt Consulting, an institutional investment consulting firm.
She is a Certified Public Accountant and served as a Director for Cagle's, Inc., an American Stock Exchange listed corporation. She holds a Bachelor of Business Administration in Finance as well as a Masters of Accounting with a specialization in taxation from the University of Georgia.
Joan E. Beckner
Vice President and Chief Compliance Officer
Ms. Beckner is the firm's Chief Compliance Officer and is responsible for a broad range of compliance issues and client service for the firm. She oversees all compliance issues including SEC reporting and compliance, firm policies and procedures compliance, state and local regulatory compliance, and client investment objective and policy compliance. Ms. Beckner joined us in 2010. She has compliance experience in the financial industry and extensive business experience. She holds a Bachelor of Science with Honors in Business Administration from The Ohio State University in Columbus, OH and a Jurist Doctorate from The Ohio State University School of Law.