Employee Stock Ownership Plans

Access objective advice regarding the best solutions to meet your ESOP financing needs.

Leah Turnbull

Leah Turnbull

Vice President

Leah Turnbull is a Vice President in the ESOP (Employee Stock Ownership Plan) Advisory Group, where she is dedicated to advising bankers and their clients on ESOP structures. Leah has spent the majority of her career evaluating ESOP transactions and assisting companies in the management of their ESOPs. She has over 10 years of experience in all aspects of an ESOP, including formation and structuring, financing, valuation, repurchase liability assessment and benefit-level analysis. Leah is licensed by FINRA with a Series 79 and Series 63 and is also an active member of the ESOP Association and the National Center for Employee Ownership.