Email Me
#1
Philanthropic Advice
Euromoney Private Banking and Wealth Management Survey, 2011-2022
It's more important than ever to choose the right advisors to help guide your foundation or endowment. We are experienced wealth managers who have a deep understanding of the nonprofit world and the challenges it faces today. With our access to the diverse philanthropic and institutional resources of UBS, we can help identify investment strategies designed to minimize risk while maintaining a keen awareness of your organization's vision and mission.
Financial Advisor
Institutional Consultant | Portfolio Manager
Taylor’s range of experiences and passion for learning serve as the basis for his qualitative and quantitative approach to investment management and philanthropic engagement.
Early in his career, Taylor had a role in systems implementation at JPMorgan, pioneering the use of PCs for backend information analysis. A move to BankBoston provided opportunities to be a business unit CFO and refine the bank’s global cost allocation program which was critical to business unit Economic Value-Added (EVA) measurement. Taylor returned to New York to co-found Analytic Asset Management with his father where they managed investment portfolios for HNW and Institutional clients while Taylor additionally managed all operational, compliance and administrative aspects of the business. Taylor and his partners sold their firm to Fieldpoint Private where he remained for a decade before joining UBS in 2022.
As an Institutional Consultant, Taylor brings to bear his extensive experience - both as an institutional RIA and as Trustee and Treasurer of a private foundation - and is versed in the fiduciary requirements of UPMIFA, grantmaking, and annual audit readiness and regulatory disclosure. Taylor is a thought leader regarding optimizing and utilizing third-party charity measurement platforms such as Candid’s GuideStar.
As a Portfolio Manager, Taylor brings 20+ years of discretionary investment experience to bear via UBS’ Portfolio Management Program which places a select group of qualified FAs in the role of a client’s personal portfolio manager. As a PM, he provides nimble, efficient decision making on his client's behalf by designing and delivering customizable investment strategies that can be tailored to individual preferences and needs.
Education
Credentials
Our mission is to help you optimize your goals and attain an enhanced outcome in matters related to:
Financial Advisor
Institutional Consultant | Portfolio Manager
Taylor’s range of experiences and passion for learning serve as the basis for his qualitative and quantitative approach to investment management and philanthropic engagement.
Early in his career, Taylor had a role in systems implementation at JPMorgan, pioneering the use of PCs for backend information analysis. A move to BankBoston provided opportunities to be a business unit CFO and refine the bank’s global cost allocation program which was critical to business unit Economic Value-Added (EVA) measurement. Taylor returned to New York to co-found Analytic Asset Management with his father where they managed investment portfolios for HNW and Institutional clients while Taylor additionally managed all operational, compliance and administrative aspects of the business. Taylor and his partners sold their firm to Fieldpoint Private where he remained for a decade before joining UBS in 2022.
As an Institutional Consultant, Taylor brings to bear his extensive experience - both as an institutional RIA and as Trustee and Treasurer of a private foundation - and is versed in the fiduciary requirements of UPMIFA, grantmaking, and annual audit readiness and regulatory disclosure. Taylor is a thought leader regarding optimizing and utilizing third-party charity measurement platforms such as Candid’s GuideStar.
As a Portfolio Manager, Taylor brings 20+ years of discretionary investment experience to bear via UBS’ Portfolio Management Program which places a select group of qualified FAs in the role of a client’s personal portfolio manager. As a PM, he provides nimble, efficient decision making on his client's behalf by designing and delivering customizable investment strategies that can be tailored to individual preferences and needs.
Education
Credentials
Our mission is to help you optimize your goals and attain an enhanced outcome in matters related to:
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
#1
Philanthropic Advice
Euromoney Private Banking and Wealth Management Survey, 2011-2022
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
#1
Serving the next generation
Euromoney Private Banking and Wealth Management Survey, 2020-2022
