Annie Taylor


Ms. Annie Taylor, CFA

Ms. Annie Taylor, CFA

Managing Director | Senior Consultant

Ms. Taylor began her career at Verus in 2003 as a performance analyst in the Seattle office. She moved to the Los Angeles office in 2005, where she now provides a broad range of consulting services to Verus’ clientele. Her areas of specialization include asset allocation, investment policy development, and transition management. A shareholder of the firm since 2009, Ms. Taylor is a member of the 401k committee and the marketing and press relations committee, and also assists with business development.

Ms. Taylor is a frequent speaker at industry conferences, including the International Foundation, Made in America, and the National Benefits Forum, where she has presented on a broad range of investment topics.

Ms. Taylor graduated cum laude from Central Washington University with a bachelor of science degree (BS) in finance and a minor in economics. She is a CFA charter holder (Chartered Financial Analyst) since 2007 and is a member of the CFA Institute and the CFA Society of Los Angeles.