Specialty
With a dedicated focus on fostering enduring client relationships and delivering unique financial solutions, Taylor serves as a Family Office Specialist at AC Family Office. Drawing on years of experience in banking and investment services, she is able to adeptly navigate the complexities of wealth preservation and enhancement for high-net-worth individuals and families. At AC Family Office, Taylor is dedicated to understanding the unique aspirations and challenges of each client, ensuring that she provides personalized guidance and strategic advice that aligns with their long-term goals. Known for creatively implementing client strategies and her results-oriented approach to complex problems, Taylor exemplifies AC Family Office’s mission of integrity, innovation, and client-centric service.
Years of Experience
3+ Years
Educational Background
University of Wisconsin-Madison, School of Business, BBA in Finance, Investments and Banking
Notable Information
- Previous professional experience includes 3+ years at Janus Henderson Investors as a Junior Credit and ESG Analyst, conducting in-depth analysis on high-yield and investment-grade corporate credit, and engaging with ESG teams to address governance and sustainability issues.
- Previous internship experience includes BMO Harris Bank and William Blair & Co., where she led credit reviews, produced DCF valuations, and presented growth stock research to firm leadership.
- Co-founded Generation Integration, a nonprofit that connects senior living communities with student volunteers, demonstrating a long-standing commitment to community and intergenerational engagement.
- Beyond her professional endeavors, Taylor is originally from the suburbs of Chicago and loves to ski, hike, and enjoy everything Colorado has to offer.
Contact
Family Office Specialist
Direct & Text: 720.659.3134
