![Colin Francis Taylor](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Colin Francis Taylor
Director of Investments chez
Capital Advantage, Inc.
Profil
Mr. Colin F.
Taylor, CFA, is a Principal & Director of Investment Management at Capital Advantage, Inc. As a leader of the investment team, he provides investment and market commentary, security selection and analysis, portfolio management strategies, and asset allocation recommendations.
He is also responsible for the operation and maintenance of the organization’s portfolio management, asset allocation, and trading systems.
He joined the firm in 2011.
Mr. Taylor began his financial services career in 2001 as a Mutual Fund Analyst for Prima Capital in Denver, Colorado.
From 2002 through 2006, he worked for TechFi Corp.
and Advent Software, Inc. (acquired by TechFi), providing out-sourced back office operations support to investment advisors.
In 2006, he joined a private wealth management firm in Oakland, serving as the Director of Operations.
He received a Bachelor’s Degree in Economics and Business from The Colorado College (Colorado Springs, Colorado) in 2001.
He holds the Chartered Financial Analyst designation and is an Investment Advisor Representative.
Postes actifs de Colin Francis Taylor
| Sociétés | Poste | Début |
|---|---|---|
Capital Advantage, Inc.
 Capital Advantage, Inc. Investment ManagersFinance Capital Advantage creates a personalized investment strategy designed to help clients achieve their financial goals. The firm seeks to utilize publicly traded investments that have a low fee and a low tax impact. | Director of Investments | 01/01/2011 |
Anciens postes connus de Colin Francis Taylor
| Sociétés | Poste | Fin |
|---|---|---|
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Provides research and advisory services | Corporate Officer/Principal | 31/12/2001 |
Techfi Corp
 Techfi Corp Packaged SoftwareTechnology Services Develops portfolio management and accounting software for investment advisors | Corporate Officer/Principal | - |
Formation de Colin Francis Taylor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Techfi Corp
Techfi Corp Packaged SoftwareTechnology Services Develops portfolio management and accounting software for investment advisors | Technology Services |
Prima Capital Holding, Inc.
Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Provides research and advisory services | Commercial Services |
Capital Advantage, Inc.
Capital Advantage, Inc. Investment ManagersFinance Capital Advantage creates a personalized investment strategy designed to help clients achieve their financial goals. The firm seeks to utilize publicly traded investments that have a low fee and a low tax impact. | Finance |
University of Colorado Colorado Springs
 University of Colorado Colorado Springs Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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