Meet Your Team
About
Chase Turner is an Investment Analyst for Capital Investment Advisors (CIA) in our Atlanta office. As an analyst, Chase supports the Investment Committee with daily responsibilities of equities analysis, reporting on macroeconomic events, and managing trading activity in client accounts.
Originally born in Hawaii, Chase grew up in a military family and spent most of his life abroad, living in Germany, Turkey, and Greece. Chase studied Finance with a minor in Financial Markets Trading at The American College of Greece and has passed level 1 of the CFA Exam. Prior to joining CIA, Chase worked at his school's Student Run Endowment Fund.
In his free time, Chase enjoys going to the gym, playing competitive poker tournaments, snowboarding, and downhill biking.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
