Xavier Capital Management, LLC
Lorenzo Newsome, Jr., CFA, FRM, PRM – President and Chief Investment Officer
Mr. Newsome has over twenty years of investment experience and is responsible for providing financial oversight, strategic direction and overseeing the implementation of Xavier Capital’s investment strategies. In this capacity, he is charged with coordinating all investment operations, including portfolio management and trading.
Previously, Mr. Newsome served as Director of Risk Management, Alternative Assets at FBR Investment Management (FBRIM). He was responsible for overseeing risk management for Friedman Billings Ramsey’s hedge fund platform. Prior to joining FBRIM, Mr. Newsome served as a Senior Financial Risk Officer for the Office of Federal Housing Enterprise Oversight (OFHEO). While at OFHEO, Mr. Newsome participated in empirical financial risk research and risk-based capital analysis of Fannie Mae and Freddie Mac. Previously, Mr. Newsome served as the Director of Fixed Income Research and Portfolio Manager at NCM Capital Management Group, Inc. (NCM). While at NCM, Mr. Newsome was responsible for managing and trading fixed income investments for assigned institutional accounts along with heading up the credit research efforts. He also developed quantitative models/techniques to enhance and monitor trading strategies, product development and performance evaluation for passive/active management of fixed income portfolios.
Mr. Newsome received a B.S. in Business Management from the University of Pittsburgh at Bradford and an M.B.A. from Bowie State University. Mr. Newsome is a CFA charter holder and is a member of the CFA Institute and the CFA Society of Washington, D.C. Mr. Newsome holds the Financial Risk Manager and the Professional Risk Manager designations and is a member of the Global Association of Risk Professionals and the Professional Risk Managers’ International Association.
Pamela A. Turner, Ph.D., CFA, CFP®– Principal and Director of Research
Dr. Turner has over thirteen years of academic and investment industry experience. Professor Turner assists in the development of Xavier Capital’s investment process, supplies key research, and helps keep the firm abreast of academic financial research. She has been a finance professor at several institutions, including the University of Alabama, Florida A&M University, the University of Delaware, and Howard University. Her industry experience includes analyst experience at both broker/dealers and asset management institutions, covering healthcare sectors. She is also a frequent presenter at academic financial conferences and seminars.
Dr. Turner received a B.S. in Mathematics from the University of Mississippi, and M.A. and Ph.D. in Finance from the University of Alabama. She is a member of the CFA Institute and the CFA Society of Washington, D.C. She serves on the Board of Advisors to the American Association of University Women’s Educational Foundation. Dr. Turner’s research interest/publications includes asset management and financial education topics.