Our Team
Edward W. Turville, CFA
Managing Partner, Portfolio Manager & Chief Investment Officer
eturville@remsgroup.com
(239) 262-3017
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 30 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
webster@remsgroup.com
(404) 582-8991
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 20 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
jdreith@remsgroup.com
(239) 262-0149
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.
Andrew Fenton
Senior Equity Analyst
afenton@remsgroup.com
(404) 582-8993
Mr. Fenton is a Senior Equity Analyst for our firm. He has an extensive background in the multi-family, retail and mall sectors. Mr. Fenton was a dedicated REIT analyst for Credit Suisse and a homebuilding analyst for Raymond James & Associates. Mr. Fenton has also worked on the buy-side as a Equity Analyst for a real estate hedge fund and has served as a Credit Analyst for a $4B high yield credit fund where he evaluated and recommended potential investments in the high yield bank loan sector. Mr. Fenton has a Bachelor of Business Administration from the University of Michigan. He is a level II Candidate in the Chartered Financial Analyst Program.
Sharon Margetson, CFA, CIPM
Vice President
Senior Research Analyst
smargetson@remsgroup.com
(404) 582-8992
Ms. Margetson, CFA 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 of 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 CFA Society of Atlanta. She is currently Secretary of the Board of the CFA Society of Atlanta and is actively involved in the local administration of the annual CFA Investment Research Challenge.
Chris Kendrick, CPA
Equity Analyst
ckendrick@remsgroup.com
(404) 582-8994
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.
Joan E. Beckner
Chief Compliance Officer
jbeckner@remsgroup.com
(239) 262-3017
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. She is also charged with oversight of the internal administration of our Value-Opportunity Fund. In this capacity, she is responsible for establishing and maintaining all accounts for the fund. 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.
Tania Zapalski
Trader, Financial Analyst
tzapalski@remsgroup.com
(239) 262-0149
Ms. Zapalski is a 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
Director of Marketing
cchapman@remsgroup.com
(404) 582-8996
Ms. Chapman is our Director of Marketing and 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 is 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.
