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About
Ken Turlington, CFA, is a Portfolio Manager at Terry McDaniel & Company Investment Counsel in Austin, Texas, where he has served since 1999. At the firm, he is responsible for managing client investment portfolios, participating in security analysis, and helping guide asset allocation decisions within a team of experienced investment professionals. His expertise encompasses portfolio construction and management, particularly in stocks and bonds, aligning with the firm's focus on these asset classes.
Turlington's professional background includes over three decades in investment management, beginning his career in 1984. Prior to joining Terry McDaniel & Company, he held key roles such as Director of Equities and Portfolio Manager at the Texas Permanent School Fund, as well as Trust Investment Officer and Portfolio Manager at Ameritrust Texas Corporation. His experience covers both public and private investment sectors, with particular emphasis on equity strategies, institutional portfolio management, and fiduciary oversight.
Ken earned his B.A. in Economics from Duke University in 1984 and is a member of the CFA Institute, the CFA Society of Austin, and the Estate Planning Council of Central Texas. He is recognized for his long-standing contribution to the investment field in Texas, with a reputation for thorough investment analysis and consistent portfolio performance for institutional and individual clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Terry McDaniel & Company Investment Counsel | Portfolio Manager | Nov 1999 to Present | — |
| Texas Permanent School Fund | Director of Equities and Portfolio Manager | Jan 1993 to Nov 1999 | — |
| Ameritrust Texas | Trust Investment Officer and Portfolio Manager | Jan 1990 to Jan 1993 | — |
| MBank Texas | Equity Trading and Investment Sales | Sep 1986 to Jan 1990 | — |
| Rotan Mosle / Paine Webber | Investment Sales | Aug 1985 to Sep 1986 | — |
| J. Lee Peeler | Equity Trader | Sep 1984 to Jul 1985 | — |
Education
Duke University
B.A.
1981 — 1984
Skills & Expertise
Others at Mcdaniel Terry & Co. (3)
| Name | Role | Location |
|---|---|---|
| Senior Analyst and Portfolio Manager | Austin, TX , United States | |
J Jeff Lucado | Portfolio Manager | Austin, TX , United States |
T Terry McDaniel | Analyst | Austin, TX , United States |
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