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 Terry McDaniel & Co. (TMC) is a registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Terry McDaniel in 1985. TMC manages stock and bond portfolios for individuals, retirement plans, trusts, estates and charitable organizations. | President | 31/12/1998 |
Former positions of Ken Turlington
| Companies | Position | End |
|---|---|---|
Texas Permanent School Fund (Investment Management)
 Texas Permanent School Fund (Investment Management) Financial ConglomeratesFinance Texas Permanent School Fund (Investment Management) (PSF-IM) is the sovereign wealth management arm of Texas Permanent School Fund (PSF), a sovereign wealth fund headquartered in Austin, Texas. The firm was created with an appropriation by the Legislature of 1854 expressly for the benefit of the public schools of Texas. The Texas Constitution of 1876 stipulated that certain lands and all proceeds from the sale of these lands should also constitute the PSF. Additional acts later gave more public domain land and rights to the PSF. | Corporate Officer/Principal | 30/12/1998 |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
J. Lee Peeler & Co., Inc.
 J. Lee Peeler & Co., Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., J. Lee Peeler & Co., Inc. is a securities firm. The company is based in NC. J. Lee Peeler & Co. was acquired by Morgan Keegan & Co., Inc. (Old) on September 09, 1994. | Corporate Officer/Principal | - |
| Ameritrust Texas Corp. | Portfolio Manager-Equities | - |
Training of Ken Turlington
| Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Terry McDaniel & Co.
Terry McDaniel & Co. Investment ManagersFinance Terry McDaniel & Co. (TMC) is a registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Terry McDaniel in 1985. TMC manages stock and bond portfolios for individuals, retirement plans, trusts, estates and charitable organizations. | Finance |
Texas Permanent School Fund (Investment Management)
Texas Permanent School Fund (Investment Management) Financial ConglomeratesFinance Texas Permanent School Fund (Investment Management) (PSF-IM) is the sovereign wealth management arm of Texas Permanent School Fund (PSF), a sovereign wealth fund headquartered in Austin, Texas. The firm was created with an appropriation by the Legislature of 1854 expressly for the benefit of the public schools of Texas. The Texas Constitution of 1876 stipulated that certain lands and all proceeds from the sale of these lands should also constitute the PSF. Additional acts later gave more public domain land and rights to the PSF. | Finance |
J. Lee Peeler & Co., Inc.
J. Lee Peeler & Co., Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., J. Lee Peeler & Co., Inc. is a securities firm. The company is based in NC. J. Lee Peeler & Co. was acquired by Morgan Keegan & Co., Inc. (Old) on September 09, 1994. | Finance |
| PaineWebber, Inc. | Finance |
| Ameritrust Texas Corp. | Finance |
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