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Jason Taylor Cfa

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Jason Taylor Cfa

Vice President, Relationship Director & Investment Specialist | Avantis Investors

Severna Park, Maryland, United States

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Jason Taylor Cfa

Summary

Jason Taylor is a seasoned financial professional with extensive experience in alternative investments and asset management. Currently serving as Vice President at Avantis Investors, he specializes in supporting financial advisors and institutions with innovative investment solutions. His academic background in Economics from Gettysburg College complements his practical expertise, allowing him to implement rigorous research methodologies in investment strategies. Over nearly a decade at WisdomTree Asset Management, Jason honed his skills in portfolio management and client relationship development. His career has been marked by a commitment to delivering low-cost, evidence-based investment solutions. Outside of work, Jason is passionate about fitness, golf, and cherishing moments with his family, which reflects his balanced approach to life. He is dedicated to continuous learning and adapting to the evolving landscape of finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jason Taylor Cfa

Work Experience

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Vice President, Relationship Director & Investment Specialist at

Avantis Investors

September 2019 - Present

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Director at

WisdomTree Asset Management

July 2012 - September 2019

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Associate Director at

WisdomTree Asset Management

September 2011 - July 2012

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Associate at

WisdomTree Asset Management

April 2010 - September 2011

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Financial Advisor at

Metlife, Inc.

August 2008 - April 2010

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Jason Taylor Cfa

Education

Gettysburg College, Bachelor's Degree

January 2004 - January 2008

Frequently Asked Questions about Jason Taylor Cfa

What is Jason Taylor Cfa email address?

Jason Taylor Cfa's primary email address is *******@wisdomtree.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jason Taylor Cfa work for?

Jason Taylor Cfa is a Vice President, Relationship Director & Investment Specialist at Avantis Investors.

Where Jason Taylor Cfa graduated from?

Jason Taylor Cfa holds a degree in Economics from Gettysburg College.

How can I directly contact Jason Taylor Cfa?

To contact Jason Taylor Cfa directly, you can use the email address *******@wisdomtree.com. Complete contact information is available upon registration with Muraena.

Who is Jason Taylor Cfa?

Jason Taylor is a seasoned financial professional with extensive experience in alternative investments and asset management. Currently serving as Vice President at Avantis Investors, he specializes in supporting financial advisors and institutions with innovative investment solutions. His academic background in Economics from Gettysburg College complements his practical expertise, allowing him to implement rigorous research methodologies in investment strategies. Over nearly a decade at WisdomTree Asset Management, Jason honed his skills in portfolio management and client relationship development. His career has been marked by a commitment to delivering low-cost, evidence-based investment solutions. Outside of work, Jason is passionate about fitness, golf, and cherishing moments with his family, which reflects his balanced approach to life. He is dedicated to continuous learning and adapting to the evolving landscape of finance.

Jason`s contact details

mail

*******@wisdomtree.com

************@avantisinvestors.com

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