Matt Taylor
Portfolio Manager-Equities at Veritable LP
Profile
Mr. Matthew E.
Taylor, CFA, is a Partner at Veritable LP.
He is a portfolio manager at Veritable with a national clientele who value his investment prowess, attention to detail and his gentle bearing.
He serves on the board of the Willistown Conservation Trust, where he is a member of the Finance and Audit Committees.
He spent five years in New York with Sotheby’s before joining Veritable in 1997.
He graduated with a BA in History and Art History from Washington Lee University.
He is a CFA charter holder.
Matt Taylor active positions
| Companies | Position | Start |
|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Portfolio Manager-Equities | 31/12/1996 |
Former positions of Matt Taylor
| Companies | Position | End |
|---|---|---|
| SOTHEBY'S | Corporate Officer/Principal | - |
Training of Matt Taylor
| Washington & Lee University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
Sotheby's
 Sotheby's Miscellaneous Commercial ServicesCommercial Services Sotheby's operates as an art auction house. It operates through the following segments: Agency, SFS, and All Other. The Agency segment accepts property on consignment, and match sellers to buyers through the auction of private sale process. The SFS segment offers financing packages to clients who wish to obtain immediate access to liquidity from their art assets. The All Other segment comprises of advisory services, retail wine business, and brand licensing activities. The company was founded by Samuel Baker on March 11, 1744 and is headquartered in New York, NY. | Commercial Services |
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