Investment Banking/Capital Markets

Since 2007, JonesTrading has placed an emphasis on bridging the gap between issuers and our broad institutional investor base. We feel every corporation has its own set of unique financing demands that cannot be boxed up and placed within the confines of the traditional banking model. This distinction is the reason why JonesTrading has been successful at pursuing alternative financing strategies that can be customized to fit any corporate strategy. By offering a flexible and full suite of banking products, our capital raising solutions give our corporate customers the ability to raise capital in a more efficient and economical way.

Moe Cohen

Moe Cohen
Managing Director, Investment Banking

Brian Turley

Bryan Turley
Managing Director, Investment Banking

By utilizing our vast networking of deep-seated institutional relationships, the
Investment Banking group offers a plethora of expertise and experience. Our team has a proven track
record of advising corporate clients from an unbiased point of view. Our neutral position underscores
our drive and commitment to achieving best execution for our customers.

  • Confidentially Marketed Public Offerings
  • Capital On Demand®, our At-the-Market Offering Program
  • Traditional Overnight Secondary Transactions
  • PE/VC Exits
  • Spot Block Transactions
  • Non-Deal/Deal Roadshows in US and Canada
  • Preferred Offerings and New Issuances
  • Recapitalizations
  • Syndicate
  • IPOs
  • PIPE Transactions
  • Registered Direct Offerings
  • Debt Offerings
  • SPACs
  • Committed Capital on Demand™
  • Shares Repurchases
  • Advisory Services

Brian Turley

Bryan Turley, Managing Director, Investment Banking

Mr. Turley is based out of the New York office. Prior to joining Jones, Bryan was Head of FIG
Banking at MLV & Co. In 2014, his team originated 49 transactions in Common Equity, Preferred
Equity, Exchange Traded Debt, and ATM’s. Bryan has extensive experience in both Real Estate and
Specialty Finance. Bryan has been CEO of a Private Equity Real Estate fund and previously a Fixed
Income Trader for Royal Bank of Scotland. Since joining JonesTrading, Bryan has been key in the
growth and development of our Investment Bank, adding his considerable originating capabilities.
Bryan currently holds his Series 7, 63, 79, and 24 securities licenses.

Moe Cohen

Moe Cohen, Managing Director, Investment Banking

Mr. Cohen is based out of the New York office. Prior to joining JonesTrading, Moe served as VP, Head
of Capital Markets Trading at Cantor Fitzgerald. During Moe’s tenure at Cantor he managed the
syndicate process for Cantor’s lead traditional IPO’s and secondary offerings. Over the last 10
years, Moe has established a successful Investment Banking and Capital Markets platform which offers
Corporate, Private Equity and Venture Capital clients a full suite of banking services. Moe has
established a proven track record in assisting PE/VC firms with exiting public portfolio positions.
He has executed transactions as large as $400 million in notional value. During his tenure at
JonesTrading, Moe has been instrumental in building a banking platform that allows our clients to
benefit from elite level execution while simultaneously having the ability to access one of the
largest institutional platforms on Wall Street. Moe currently holds his Series 7, 55, 63, and 24
securities licenses.

John_Dagostino

John D’Agostini, Managing Director, Investment Banking

Mr. D’Agostini joined the Investment Banking and Capital Markets group in 2010 and is based out of
the New York Office. While at JonesTrading, John served as Head Trader for Capital Markets focusing
on the At-the-Market Offerings and PE/VC exits before moving into Investment Banking in 2014.
Currently, John works with corporate clients advising them on structuring and strategies for capital
raising. Prior to joining JonesTrading, John worked in Capital Markets at Cantor Fitzgerald. John
currently holds his Series 7, 63, 55, and 79 securities licenses.

Ryan_J_Gerety

Ryan J. Gerety, Director, Equity Capital Markets

Mr. Gerety joined JonesTrading in 2012 where he worked in Institutional Equity Sales and Trading
based out of the Aspen Office. Ryan joined the Investment Banking and Capital Markets group in the
summer of 2014 and is based out of the New York Office. During his tenure in the banking group, Ryan
has served as Equity Trader and Desk Analyst. Currently, Ryan is pursuing an initiative to enhance
our Equity Capital Markets and Syndicate capabilities. Ryan currently holds his Series 7, 63, 55,
and 79 securities licenses.

The Investment Banking and Capital Markets team has extensive expertise in
executing various private and public transactions. JonesTrading has served in a number of different
capacities throughout a traditional syndicate structure including Sole Book Runner, Joint-Book Runner,
and Lead Manager. Their experience established a proven track record of successful execution across
global capital markets.

Contact: 212.907.5332 syndicate@jonestrading.com

Bryan Turley
211 East 43rd St
15th Floor, Suite 1500
NY, NY 10017
212.907.5398 – phone
800.377.7980 – toll free

Moe Cohen
240 South Pineapple Avenue, Suite 701
Sarasota, FL 34236
212.907.5398 – phone
800.377.7980 – toll free

Gary Hopkinson
15760 Ventura Boulevard, Suite 2040
Encino, California 91436
818.865.8629 – phone
866.437.7400 – toll free

Recent Transactions

Recent ATMs