Taylor supports the firm’s Chief Financial Strategist, Jeremy Schinder, assisting the wealth management division.
Before joining the FDR team, Taylor was an associate at J.P. Morgan where he oversaw strategic design and execution of firmwide tax compliance programs.
Taylor holds his Bachelor of Science in Quantitative Finance from The Stevens Institute of Technology and is a CFA Charterholder.
When not at the office, Taylor enjoys spending time with family and friends as well as watching soccer.
Additional Credentials
- Securities Industry Essentials® (SIE®)