2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
Financial Advisor,
Relationship Manager
Taylor joined CAPTRUST in 2023 from Southern Wealth Management, and he serves as a financial advisor and relationship manager. In his role, he creates portfolios with a focus on careful asset allocation, manager selection, and tax planning in order to help clients achieve their financial goals.
He holds a Bachelor of Business Administration degree in finance from the University of Notre Dame and is a member of the CFA Institute and the CFA Society of Louisiana. Outside of the office, Taylor enjoys playing golf, reading, traveling, and doing outdoor activities such as fishing or hiking.
2 weeks ago
CAPTRUST announced a minority growth investment from funds managed by...
1 month ago
Fourth Annual Giving...
3 months ago
Bolsters Firm’s Presence in Texas and...
4 months ago
Net unrealized appreciation, or NUA, is a tax strategy that...