Brian Turner Email & Phone Number
Managing Director, Wealth Advisor @ J.P. Morgan
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Brian Turner Location
- Boston, MA, US
Brian Turner Work
- Managing Director, Wealth Advisor @ (May 2015 - Present)
- Vice President @ (December 2011 - May 2015)
- Analyst @ (November 2009 - December 2011)
- Investment Analyst @ (January 2007 - January 2009)
Brian Turner Education
- University of Vermont
Bachelor of Science (BS) (Finance, General)
2000-2004
Brian Turner Skills
- Asset Allocation
- Asset Management
- Financial Planning
- Investments
- Private Banking
- Wealth Management
- Alternative Investments
- Fixed Income
- Valuation
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
- Bloomberg
- Finance
- Equities
- Mutual Funds
- Equity Research
- Microsoft Office
- Marketing
- Customer Service
- Financial Analysis
- Private Equity
- Project Management
- Due Diligence
- Analysis
- Series 7
- Hedge Funds
- Investment Management
- Charitable Giving Strategy
Brian Turner Summary
- Brian Turner, based in Boston, MA, US, is currently a Managing Director, Wealth Advisor at J.P. Morgan. Brian Turner brings experience from previous roles at Barclays and Neuberger Berman. Brian Turner holds a 2000 - 2004 Bachelor of Science (BS) in Finance, General @ University of Vermont. With a robust skill set that includes Asset Allocation, Asset Management, Financial Planning, Investments, Private Banking and more. Brian Turner has 2 emails and 2 mobile phone numbers on RocketReach.
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