Trusted Insight, Effective Solutions
Brian’s foresight to convert industry-related investment advisories into comprehensive financial consultancies has since become the business model for most firms currently engaged in Investment and ALM services. For 15-years, Brian was the Director and Chief Strategist for Catalyst Strategic Services' advisory group - a subsidiary of Catalyst Corporate FCU - and a leading consultancy to credit unions across the nation.
Prior to that, he served as Chief Financial Officer for Empire Financial Corporation (Dallas); Senior Vice President, Finance for Central Bank/First Commerce Bank (New Orleans); and, Senior Vice President, Treasurer for Bluebonnet Savings Bank (Dallas).
A native of Tulsa, Oklahoma, Brian is a sought-after speaker on critical economic, interest rate and financial industry issues and a frequent contributor to many economic and finance-related publications and institutes. He also is involved with numerous philanthropic endeavors, including the Children’s Miracle Network, Autism Speaks and the Wounded Warriors Project.
Brian Turner is a highly regarded leader in the financial services industry and one of the most respected economists in the banking and credit union industries.
Brian is a renown expert in correlating economic market trends with expected consumer behavioral patterns to establish specific strategies that achieve superior rates of return, expanded market share, strong capital profiles, greater investment total return and improved operational efficiency.
Through his 35-year distinguished career, Brian has managed, advised, and consulted with a number of financial institutions, aggregating over $70 billion in assets, over 25 states. His mergers and acquisition experience is in the billions.
Brian is also a highly regarded advocate for institutions to various federal regulatory bodies and state-related agencies. He was instrumental in the development of various industry guidelines currently in place regarding permissible investment activities and deemed one of the fathers of modern-day interest rate risk management protocol – including the principles of market value of portfolio equity and net economic value.
For more than 30 years, Brian Turner has worked with credit unions, thrifts and community banks to help establish successful strategic economic assessment, financial direction, financial structure and risk management objectives.
Turner has has experience in four distinct financial industries and assisted more than 200 client-partners, total assets ranging from $25-million to $10 billion, to successfully navigate through volatile economic and interest rate cycles over the past three decades. As a result, these institutions enjoyed above-market/industry financial results and market
share while protecting shareholder equity.
WITH A COMMITMENT TO EXCEEDYOUREXPECTATIONS