In 1993, Tim McAfee and Bill Mello partnered to open an independent office of J.W. Charles Securities. In April of 1997, the two men co-founded J.P. Turner & Company, LLC. The rest, as they say, is history.
Tim McAfee, chief executive officer
Tim McAfee's career in the financial services industry began in 1984, when he became a registered securities representative. Within his first five years in the industry, McAfee moved through the ranks as a producing broker, manager, area vice president over South Carolina and North Carolina, and regional vice president over South Carolina, North Carolina and Georgia. During his tenure as regional vice president, McAfee moved to Atlanta, where, in addition to overseeing the offices in his region, he built his base office and managed its growth to over 70 registered reps within the first year.
Bill Mello, president
After serving a four-year enlistment in the United States Marine Corps, Bill Mello joined a subsidiary of Leucadia National Corp. in 1972. He rose quickly through the organization and served in a variety of management positions. In 1986, Mello changed careers and entered the securities industry, where he met Tim McAfee, J.P. Turner's CEO. They joined forces in 1993, opening an independent office of J.W. Charles Securities. In 1997, Mello and McAfee opened J.P. Turner & Company. Mello has served on the board of directors of Sales Lead Management, LLC, and the National Investment Banking Association (NIBA).
Dean Vernoia, chief operating officer
Appointed chief operating officer for J.P. Turner in August 2003, he first joined the company in 1997 as vice president of business development. Prior to J.P. Turner, Vernoia owned, managed and operated an independent office of Raymond James Financial Services. Registered since 1987, he has also served as a financial consultant and recruiter for Robert Thomas Securities, where his operation ranked second in productivity out of some 300 locations for three years running. He holds a bachelor's in business management from the New York Institute of Technology.
Mike Bresner, executive vice president
Mike Bresner began his financial services career more than 40 years ago when he joined the Value Line organization as a securities analyst trainee. He moved up quickly in the research arena and after only three years became the managing editor of the Value Line Special Situations Service. After leaving Value Line, Bresner became the editor of the "Findings and Forecasts" research publication as well as the secretary/treasurer of its publicly traded parent corporation. Bresner has held a number of positions at brokerage firms, including retail and institutional broker positions, financial and operations principal; municipal principal; options principal; chief financial officer and president of National Securities. Bresner joined J P Turner in 2005 as executive vice president. He earned a bachelor of business administration degree in finance and investments from the City College of New York.
Jim Attaway, director of information technology
Jim began working at J.P. Turner in 2002 as the firm's director of technology. He has worked in the technology field for over 15 years in a variety of capacities managing technology and security departments for software development firms and Fortune 500 companies. At J.P. Turner Jim is responsible for all internal systems, system security and product development. He holds a variety of technology certifications including MCP, MCP+1 and MCSE. Jim is a veteran of the US Army and served with both the 4th Infantry and the 507th Infantry. He attended Indian River College, Fort Pierce, Fla.
Steve Fisher, financial and operations principal
Steve Fisher worked as a management consultant throughout the United States and Canada for two years before becoming a broker and moving into the financial services industry. In 1993 Steve went to work for Bill Mello and Tim McAfee at J.W. Charles Securities. From there he became the manager of the operations department, first at J.W. Charles and then J.P. Turner. In 2000, he was promoted to financial and operations principal. He holds a bachelor's degree in industrial engineering and operations research.
Frank Fernandez, manager equity trading
Frank joined J.P. Turner in 1997 as an equity trader and was promoted to manager of the equity trading department in 2007. Under his guidance the trading department executes approximately $50-60 million in trades each day. A highly experienced trader who has been in the industry since 1990, he not only oversees the department's day-to-day activities but also develops and executes trading strategies for new and existing J.P. Turner clients, manages retail, institutional and wholesale business and works to ensure the trading department is compliant with industry regulations and guidelines. Prior to joining J.P. Turner he was an equity trader with Argent Securities, Atlanta, and an assistant trader with J.W. Charles, Boca Raton, Fla. He is a member of the Georgia Securities Association.
Clint Gharib, director of insurance and managed products
A 19 year veteran of the investment industry, Clint joined J.P. Turner in 1998 and currently serves as director of insurance and managed products. Under his direction, from 1998 to 2003 J.P. Turner expanded to offer bonds, mutual funds, annuities and unit investment trusts (UITs). As a result, the company has grown its mutual fund business to $603 million, bond desk to $150 million, annuities to $267 million and UITs to $100 million annually. Clint's specialties include asset modeling, retirement planning, insurance products, real estate investments, college savings plans and estate and tax planning. He provides investment advice to individual and institutional clients in 40 states. Clint served as a panelist for the 6th annual Savingforcollege.com 529 Conference and Boot Camp in 2008. Gharib is the first advisor ever invited to participate in this conference as a panelist.
Scott Holcomb, general counsel
Scott joined J.P. Turner in 2007 as the firm's general counsel. Prior to joining J.P. Turner, Holcomb was an associate with a prominent national law firmÂ whereÂ he focused his practice on securities matters. While in private practice, he was twice recognized as a "Rising Star" by Georgia SuperLawyers and Law & Politics.Â Â Holcomb began his legal career in 1998 with the U.S. Army Judge Advocate General's Corps,Â servingÂ six years as a Captain.Â Holcomb is a visiting professor at the Sam Nunn School of International Affairs at the Georgia Institute of Technology and he has published articles in prominent publications including the Chicago Journal of International Law and The Christian Science Monitor. Holcomb is a term member of the Council on Foreign Relations and aÂ PrincipalÂ with the Truman National Security Project.Â He also serves on the Board of Directors of HOPE AtlantaÂ and is a member of the State Bar of Georgia's Pro Bono Committee for Military Veterans & Service Members.Â He was an American Marshall Memorial Fellow in 2005 and a ManfredÂ WÃ¶rner Fellow in 2009. Holcomb is also a FINRA Dispute Resolution arbitrator.
Rod Kresge, director/compliance officer J.P. Turner & Company Capital Management
Rod has served in a variety of compliance capacities for the past 13 years allowing him to develop a broad spectrum of experiences to effectively address a variety of tasks and issues. His former positions include chief compliance officer for The Malachi Group, Inc., chief compliance officer for Centennial Capital Management, Inc., operations manager for WMA Securities, Inc. and consultant for NorthStar Strategic Solutions. Rod earned a bachelor of arts degree in political science from Georgia State University and a certificate in financial planning from Oglethorpe University, Atlanta.
Al Pierantozzi, national sales manager/director of business development
Al joined J.P. Turner in 2000 and currently serves as national sales manager and director of business development. Al oversees our customer service department as well as a team of recruiters that are responsible for identifying and cultivating leads for the firm. Under his guidance, J.P. Turner has grown to more than 150 independent branch offices and some 550 registered representatives throughout the United States. Prior to joining J.P. Turner, Al was consistently a top 10 nationwide producer for two other firms and co-managed a 50-person branch which was unfailingly the number one or number two producing branch for the firm. He holds a bachelor's degree in business administration from West Chester University, West Chester, Pa
Patrick Power, managing director investment banking
Since joining J.P. Turner in 1998, the investment banking division, under Patrick's guidance, has represented over $4 billion for its clients. He has been cited for managing one of the top three performing public offerings (Investment Dealers' Digest) and for running one of the best regional investment banks in the United States (Success Magazine). With the Investment Banking Division's leadership, J.P. Turner was ranked one of the top 25 brokerage firms in the United States for a number of PIPE transactions (The PIPE Reporter). Patrick and members of his team have been quoted in numerous publications including The Wall Street Journal and Investor's Business Daily. He has been a featured speaker at several high-profile capital conferences including The Investment Banking Panel at the Los Angeles Venture Association's Capital Conference, Internet Investment Banking Conference and the National Investment Banking Association's Capital Conference. Prior to joining J.P. Turner, Patrick held a chief strategist position at a regional merchant bank, served as a vice president of a NASDAQ traded company, and was a municipal researcher for a national, full-service brokerage firm. Patrick was nominated and elected in 2008 by his peers to serve on the National Investment Banking Association's board of directors. He graduated cum laude from University of Central Florida, Orlando, with a bachelor's degree in finance.
Adam Simon, vice president operations
Adam is a highly experienced, 15 year veteran of the financial services industry and currently serves as vice president of J.P. Turner's operations department where he manages a team of 12. He has a broad range of trading, operations and compliance experience working with general securities, derivatives, managed futures and municipal securities. Prior to joining J.P. Turner, Adam served in compliance and operations roles and acted as branch manager and Series 7 instructor for a boutique firm in Florida. From there he joined Morgan Stanley Dean Witter and worked as a retail broker moving on to once again serve dual compliance and operations roles for an independent Florida firm. Adam joined J.P. Turner in 2005 and he and his team provide back office support to nearly 550 independent J.P. Turner representatives. He serves on National Financials Service Steering Committee and Technology User Forum Group. He attended Palm Beach Community College and Florida Atlantic University.
Marc Slavny, director real estate syndication products
Marc joined J.P. Turner in 2000 and launched the real estate syndication practice area in 2002. Under his direction the practice has completed $150 million in transactions in non-traded REITs, LLCs and 1031s to date. His prior industry experience includes four years in investment banking where he facilitated the buy-out of two privately held companies and 10 years of retail. Marc is a Certified Financial Educator, Certified Public Accountant and holds registrations and licenses in securities, insurance and real estate. He earned a bachelor's degree in accounting from the University of Georgia, Athens, Ga.
Heidi Wheatley, director of marketing
A seasoned marketing professional, Heidi joined J.P. Turner in 2008 after building a successful career in marketing and event management in the higher education, non-profit and small business arenas. At J.P. Turner she is responsible for brand development and management, internal and external communications and creating marketing solutions for the company's independent branch offices. Throughout her career Heidi successfully developed and managed brands, created and implemented successful marketing campaigns and managed events ranging from small corporate dinners to elaborate conferences turning them into profit centers for various institutions. She has significant management experience creating cohesive and well structured departments and processes. In 2004, she was recognized as one of the Top 40 Leaders Under 40 in the Quad Cities (Illinois/Iowa). She is a member of the Public Relations Society of America. Heidi earned a bachelor's in mass communication from St. Ambrose University, Davenport, Iowa and a master's in business administration with a marketing concentration from Keller Graduate School of Management, Atlanta.