Wealth Portfolio Analyst
After beginning his career at a Big 4 accounting firm, followed by a financial technology startup, Taylor pivoted to where his true passion lies: Investment Management. Taylor supports the Portfolio Management team at Seacoast Wealth Management as a Portfolio Analyst, providing value by monitoring several industries to determine asset allocation decisions. On behalf of Seacoast Wealth Management, Taylor assists with the creation of a monthly commentary to keep clients up-to-date on industry happenings that may affect their investments.
Taylor graduated from the University of San Diego with a B.A.S. in Accounting. Originally from Southern California, Taylor and his wife, Sydney, relocated to St. Petersburg in 2022. Taylor is a CFA1 Level II Candidate. When he’s not studying for the CFA exam and checking the markets, he’s cooking recipes out of The Joy of Cooking, living the classic Florida lifestyle (playing tennis, golfing, boating) or showing up to the airport for a trip planned fully by his wife.
1. The Chartered Financial Analyst® (CFA) credential is the most respected and widely recognized investment management designation in the world.
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