Senior Consultant, CFA
Taylor services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Prior to joining the firm in 2019, Taylor worked as a Senior Research Analyst at Ellwood Associates as well as a Consultant at Northern Trust. Taylor earned a Bachelor’s of Business Administration from The College of William & Mary and is a CFA® charterholder. In his free time, Taylor enjoys testing out new recipes in the kitchen and golfing.