Taylor has been deeply entrenched in the wealth management industry for over 14 years. He previously served as an investments and technology solutions analyst at a large RIA in Dallas where he was responsible for investment policy, manager due diligence and portfolio management. Additionally, he built the firm’s integrated software solution of performance reporting, portfolio rebalancing and trading, and customer relationship management systems. Taylor also has experience in risk management at a large regional bank and managed a successful hedge fund for individual investors. Taylor has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) design