Cole Turner
About Cole Turner
Cole Turner serves as the Assistant Vice President at Dynasty Financial Partners and has been in this role since 2020. He has a background in Economics and Finance from Bentley University and contributes to optimizing business operations for RIA firms through data-driven strategies.
Work at Dynasty Financial Partners
Cole Turner has been serving as Assistant Vice President at Dynasty Financial Partners since 2020. In this role, he contributes to the development of strategies that assist Registered Investment Advisor (RIA) firms in optimizing their business operations. His work involves empowering advisors with relevant data and analytics to enhance RIA enterprise value. Prior to his current position, he worked as an Associate in Relationship Management from 2018 to 2020 and as a Summer Analyst in 2017. His tenure at Dynasty spans several roles, showcasing his growth and commitment to the firm.
Role at Advisor Services Exchange
Since 2020, Cole Turner has also been involved with Advisor Services Exchange, focusing on Client Experience. His role emphasizes enhancing the experience for clients, which aligns with his expertise in data and analytics. This dual position allows him to leverage his skills in both organizations, contributing to improved client interactions and overall service delivery.
Education and Expertise
Cole Turner earned a Bachelor of Science degree with a major in Economics and Finance from Bentley University, where he studied from 2014 to 2018. His academic background provides a solid foundation for his roles in financial services, particularly in strategy development and analytics. Additionally, he completed his high school education at Bangor High School from 2010 to 2014.
Contributions to RIA Firms
In his current and previous roles, Cole Turner has been instrumental in delivering insights and recommendations through various offerings, including Data & Analytics and M&A Strategy. His contributions focus on helping RIA firms enhance their operational efficiency and enterprise value, showcasing his commitment to the financial advisory sector.