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Wally Taggart
Portfolio Manager-Equities at
Sheaff Brock Investment Advisors LLC
Finance
Profile
Mr. Wally Taggart is a Portfolio Manager at Innovative Portfolios LLC and Sheaff Brock Investment Advisors LLC.
Mr. Taggart began his investment career with Paine Webber in 1963, becoming one of the first brokers in Indianapolis to use options and to become a Registered Options Principal with the CBOE.
He spent over 30 years as broker and in branch management with Paine Webber, Dean Witter, and Morgan Stanley.
Wally Taggart active positions
| Companies | Position | Start |
|---|---|---|
Sheaff Brock Investment Advisors LLC
 Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock is a conservative, value-oriented money manager that focuses on innovative investment strategies that aims preserve capital and meet investors’ needs for income and/or growth, while also considering volatility and risk. The firm uses sophisticated research, technology, and data to quantify their decision-making. | Portfolio Manager-Equities | - |
Innovative Portfolios LLC
 Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios’ strategies are designed for growth and/or income, and include options, preferred stock, and REIT portfolios. Each of their investment strategies strives to enhance the portfolios of investors seeking higher yield and/or growth. The firm is value-oriented and their stock selection process screens equities in an attempt to avoid undue risk. | Portfolio Manager-Equities | - |
Former positions of Wally Taggart
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Sheaff Brock Investment Advisors LLC
Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock is a conservative, value-oriented money manager that focuses on innovative investment strategies that aims preserve capital and meet investors’ needs for income and/or growth, while also considering volatility and risk. The firm uses sophisticated research, technology, and data to quantify their decision-making. | Finance |
Innovative Portfolios LLC
Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios’ strategies are designed for growth and/or income, and include options, preferred stock, and REIT portfolios. Each of their investment strategies strives to enhance the portfolios of investors seeking higher yield and/or growth. The firm is value-oriented and their stock selection process screens equities in an attempt to avoid undue risk. | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
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