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Carolyn Person Taylor
Algemeen Directeur bij
Weatherly Asset Management LP
Profiel
Ms. Carolyn P.
Taylor, CFA, is a President & Founding Partner at Weatherly Asset Management LP and a President at Weatherly Asset Management, Inc. With over 35 years of portfolio management experience to high-net-worth individuals and institutional clients, she offers a wealth of investment expertise to WAM’s clients.
She leads the Weatherly team by design in our industry for focusing on perpetual innovation, technology, mentoring and human capital development.
She is a founding member of National Advisors Trust Company (NATC), an advisor owned Trust Company.
Ms. Taylor managed assets during her previous experience as a Portfolio Manager at Neuberger & Berman in New York and, prior to that, at Payden & Rygel Investment Counsel in Los Angeles.
In June 1994, she relinquished responsibilities at Neuberger & Berman to devote her full attention as President and Chief Investment Officer at Weatherly Asset Management, which began managing client funds in December 1994.
She received her B.S.
and B.A. from Stanford University.
Actieve functies van Carolyn Person Taylor
| Bedrijven | Functie | Begin |
|---|---|---|
Weatherly Asset Management LP
 Weatherly Asset Management LP Investment ManagersFinance WAM looks for stocks selling at prices at which intelligent business persons with long-term horizons would be interested in buying the entire business. They also look for stocks with the potential to generate strong returns without a lot of assistance from the broad market. Portfolios tend to concentrate on mid-cap stocks, with a portion of the portfolio invested in large-cap stocks to help insulate the portfolio in down markets. Initially they take a top-down macro-economic view in order to identify areas of opportunity and areas of risk. With this macro view, WAM then takes a bottom-up approach, utilizing fundamental research and relative valuations amongst peers, in order to identify attractive companies for investment. | Algemeen Directeur | 01-11-1994 |
Weatherly Asset Management, Inc.
 Weatherly Asset Management, Inc. Investment ManagersFinance Provides investment advisory services | President | - |
Eerdere bekende functies van Carolyn Person Taylor
| Bedrijven | Functie | Einde |
|---|---|---|
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds. | Corporate Officer/Principal | - |
Opleiding van Carolyn Person Taylor
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
7
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Weatherly Asset Management LP
Weatherly Asset Management LP Investment ManagersFinance WAM looks for stocks selling at prices at which intelligent business persons with long-term horizons would be interested in buying the entire business. They also look for stocks with the potential to generate strong returns without a lot of assistance from the broad market. Portfolios tend to concentrate on mid-cap stocks, with a portion of the portfolio invested in large-cap stocks to help insulate the portfolio in down markets. Initially they take a top-down macro-economic view in order to identify areas of opportunity and areas of risk. With this macro view, WAM then takes a bottom-up approach, utilizing fundamental research and relative valuations amongst peers, in order to identify attractive companies for investment. | Finance |
Weatherly Asset Management, Inc.
Weatherly Asset Management, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
