As an investment professional and lead client advisor for over 25 years, Mr. Taylor has experience working with many foreign, educational and philanthropic organizations, as well as private clients. He currently provides institutional clients with well‐developed investment solutions and strategic advice built on his particular expertise in the areas of asset allocation and alternative investments. He is also a member of the OCIO Investment Committee (OIC) and a shareholder of the firm. In his 13 years at the firm, Mr. Taylor has led the not-for profit sector team that services approximately one third of the firm’s clients, and today the majority of his clients are OCIO clients and university endowments.
Prior to joining Verus in 2010, Mr. Taylor held the positions of chief investment officer and managing director of the Threshold Group in Gig Harbor, WA and New York, NY, and managing director and client advisor at Ashbridge Investment Management in Philadelphia, PA.
Mr. Taylor has significant experience in helping foundations and endowments to integrate their mission into their investment portfolios. Mr. Taylor is the firm’s expert on socially responsible/ESG investing including mission-related investments (MRIs) and Impact Investing, generally. Building on his network of key contacts in this space, he has authored white papers and conducted educational sessions for the benefit of clients. In his previous engagement with Threshold Group, Mr. Taylor advised the Russell Family Foundation and a number of like‐minded foundations in the region to collaborate on a new initiative to align a meaningful portion of their assets to their missions.
Within the local community, Mr. Taylor is a board member of the British American Business Council (BABC) in Seattle, serves on the board of the Bainbridge Community Foundation, as well as chairing the finance and investment committee, and as a trustee to the Horse Harbor Foundation, a sanctuary for neglected, abandoned and abused horses, near his home on Bainbridge Island.
Mr. Taylor attended Kingston University in London, England, graduating with honors in 1993. He earned a Bachelor of Arts (BA) in economics and German and also studied a year in Konstanz, Germany while completing his degree.