About
Joe Turman is a Senior Research Analyst at DePrince, Race & Zollo, Inc., where he also serves as Director of ESG Research, based in Winter Park, Florida. In his current role, he focuses on integrating environmental, social, and governance (ESG) criteria into the investment process and leads research efforts on sustainable investment strategies.
Turman’s expertise centers on ESG investment analysis, with a strong emphasis on alternative strategies and value investing. He has covered a diverse set of industries, supporting the firm’s institutional equity, value, and ESG-focused mandates, and often works on integrating responsible investment frameworks into traditional equity research.
He joined DePrince, Race & Zollo, Inc. in 2013 and brings over 14 years of investment experience. Joe Turman holds an MBA in Finance from the University of Maryland’s Robert H. Smith School of Business and a B.B.A. in Economics from the University of North Dakota, complemented by a CFA Certificate in ESG investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| DePrince, Race & Zollo, Inc. | Senior Research Analyst | Jan 2023 to Present | Senior Research Analyst with the Large Cap Value Group. |
| DePrince, Race & Zollo, Inc. | Director of ESG Research | Sep 2021 to Present | Director of Environmental, Social, & Governance Research. |
| DePrince, Race & Zollo, Inc. | Senior Research Analyst; Group Director of ESG Research | Feb 2021 to Sep 2021 | Senior Research Analyst and Director of ESG Research for the Emerging Markets Group. |
| DePrince, Race & Zollo, Inc. | Senior Research Analyst | Aug 2013 to Jan 2021 | Senior Research Analyst with the Alternative Strategies Group. |
| Height Capital Markets | Vice President | Jun 2010 to Jun 2013 | Founding member of the Financial Institutions Group at a start-up broker/dealer developing a sector-focused research product. Collaborated with the institutional sales team to proactively communicate ... |
| Robert H. Smith School of Business | Teaching Assistant | Sep 2008 to Jun 2010 | Provided outside assistance and tutoring to first-year MBA students learning Managerial and Macro Economics. |
| Height Securities | Spring and Summer Associate Analyst | Jan 2009 to Aug 2009 | The first intern at a then start-up broker/dealer.
• Utilized fundamental and macro-level analysis to conduct initial valuation analysis of the healthcare sector in order to determine which industrie... |
| TravelEx United States | Customer Service Representative | Jan 2005 to Jan 2006 | Processed and handled international wire transfers and foreign currency drafts in average of $5M per month.
Facilitated cash sales and transactions in over 100 currencies with due diligence and accur... |
| Shirley & Banister Public Affairs | Account Executive | Feb 2006 to Jul 2008 | Developed and executed public relations strategies for high-profile individuals, political campaigns, and other organizations. Coordinated and managed multi-organizational public affairs campaigns to ... |
Education
University of Maryland - Robert H. Smith School of Business
MBA, Focus Area; Finance
2008 — 2010
University of North Dakota
B.B.A., Economics
2000 — 2005
Skills & Expertise
Others at Deprince Race & Zollo Inc. (13)
| Name | Role | Location |
|---|---|---|
B Brendan Long | Small and Micro Cap Senior Research Analyst | Orlando, FL , United States |
D Damien Amato | Senior Research Analyst - US Small Cap | Orlando, FL , United States |
 | Co-Portfolio Manager | Equity Research Analyst | Partner | Orlando, FL , United States |
F Falko Huettenberger | Senior Equity Research Analyst | Winter Park, FL , United States |
G Greg Ramsby | Partner | Orlando, FL , United States |
J Jamin Lundy | Senior Equity Research Analyst | United States |
K Kelly Carbone | Managing Partner | Orlando, FL , United States |
 | Partner | Winter Park, FL , United States |
M Marc Miller | Partner, Portfolio Manager Emerging Markets | Winter Park, FL , United States |
 | Portfolio Manager | Winter Park, FL , United States |