Mr. Turner, who joined CastleOak in 2008, has over 30 years of investment banking, capital markets and financial advisory experience. Currently a member of the firm's Operating Committee, Mr. Turner has served in various capacities within Investment Banking and Executive Management, including as Head of Investment Banking from 2008 – 2020. He was also a Partner with the firm from 2015 until 2022, when he decided to take a step back from his corporate responsibilities and move to a more flexible advisory role. Mr. Turner has extensive experience covering the financial, energy/utility and technology/media/telecommunications sectors as well as selected Government Sponsored Enterprises. At CastleOak, Mr. Turner managed a multi-sector client coverage effort while leading a team responsible for new business development and client relationship management. Mr. Turner has also overseen the firm’s Advisory and Money Fund / FX Portal businesses. Prior to CastleOak, Mr. Turner worked for 8 years in a number of banking and management capacities at Blaylock & Company, serving as Interim Head of Investment Banking and Chief Administrative Officer. His transaction experience includes both debt and equity transactions, encompassing a number of milestone mandates and initial public offerings. Prior to Blaylock & Company, Mr. Turner worked for 12 years at Prudential Securities Inc., primarily as a Capital Markets Director within the Taxable Fixed Income Department. Mr. Turner holds an MBA from Harvard Business School and a B.S. in Commerce from the University of Virginia. Mr. Turner has served on the Board of Directors of Chevron Credit Bank, N.A. and as the President of the Board of Trustees for the Virginia Athletics Foundation. He holds FINRA series 7, 79, 24 and 63 licenses.
