Cale Turner

Cale Turner is a Senior Vice President and Endowment & Foundation Specialist with Bank of America Private Bank, serving as a national donor-advised fund specialist supporting Private Bank and Merrill advisors and their clients. He works with affluent individuals, families, family offices, and business owners to integrate charitable planning into broader wealth, tax, estate, and legacy strategies. With more than 18 years of experience in wealth management and philanthropy, Turner specializes in donor-advised funds, charitable giving vehicles, and the contribution of complex assets, including privately held business interests, alternative investments, real estate, and concentrated stock positions. He helps clients develop customized philanthropic strategies designed to maximize charitable impact while supporting broader financial and estate planning objectives. Prior to rejoining Bank of America Private Bank, Turner served as Head of Private Client Management for MassMutual Private Wealth & Trust Company, where he led client service and relationship management efforts for high-net-worth and ultra-high-net-worth clients. Earlier in his career, he served as Head of the Bank of America Charitable Gift Fund, one of the nation’s leading donor-advised fund programs. Turner earned a bachelor’s degree in Trust & Wealth Management from Campbell University, with a minor in Financial Planning.