As a Senior Wealth Management Analyst, Taylor supports the team with portfolio management, financial planning, and identifying opportunities to enhance client outcomes. He specializes in portfolio optimization and rebalancing, applying expertise across traditional investments and private alternatives to help advisors design portfolios that align client planning with sound investment implementation.
Before joining Soltis, he served as a Credit Analyst and then Portfolio Manager, where he focused on fixed income credit research, bond portfolio construction, and structured income strategies for both private wealth and institutional clients. He has extensive experience conducting in-depth fundamental research on individual securities, managing complex portfolio construction and risk, and providing clear market updates and investment education to advisors and clients. Additionally, he contributes to asset allocation, manager research, and due diligence for private alternatives.
Taylor holds a bachelor’s degree in Finance and a master’s degree in Financial Economics from Utah State University and is a CFA Level II candidate. Away from the office, he enjoys time with his family and watching baseball.