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Colin Taylor, CFA

Colin Taylor, CFA

Portfolio Administrator

Followers of Colin Taylor, CFA636 followers
location of Colin Taylor, CFALafayette, California, United States

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  • Timeline

  • About me

    Registered Investment Advisor / Portfolio Manager / Financial Asset Valuation Analyst / Investment Newsletter Writer

  • Education

    • Colorado College

      1998 - 2001
      Bachelor of Arts (B.A.) Economics & Business

      Activities and Societies: NCAA Lacrosse, 4 years

  • Experience

    • Advent Software Pvt. Ltd.

      Jun 2002 - Aug 2006
      Portfolio Administrator

      Worked in Advent Back Office Support and Techfi AdvisorMart Support, outsourced back-office solutions for wealth management firms. Maintained databases and provided software user support for Techfi AdvisorMart and Advent Axys. Performed daily account reconciliation, new account setup, billing of accounts, phone support to wealth management professionals.

    • Catalyst Financial Planning & Investment Management Corp.

      Aug 2006 - May 2011
      Director of Operations

      Investment research, trading, portfolio administration, reconciliation, billing, performance report generation.

    • Capital Advantage, Inc.

      May 2011 - now
      Director of Investment Management, Principal

      Portfolio management, asset allocation, equity valuation, mutual fund & ETF valuation, bond valuation, iRebal trading, macroeconomic research, tactical asset management.

  • Licenses & Certifications

    • Series 65 (Investment Advisor Representative)

      FINRA

    • 10-Year Professional Learning Milestone

      CFA Institute
      Dec 2023
      View certificate certificate

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Aug 2014
      View certificate certificate