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Perfil
Mr. Taylor Thomas is a Financial Advisor at RegentAtlantic Capital LLC.
He is responsible for managing client relationships, coordinating all aspects of client service for the team and conducting financial-based analyses that help clients achieve their financial goals.
Mr. Thomas was previously employed as a Principal by HIGHLAND Financial Advisors LLC.
Mr. Thomas graduated from Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance, and has been providing Financial Planning services to clients since graduation.
Antiguos cargos conocidos de Taylor J. Thomas.
| Empresas | Cargo | Fin |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic manages separate client focused equity, fixed-income and balanced portfolios. The firm employs a bottom-up view on asset classes and strategies formulated from meetings with current and prospective managers are combined with top-down views on macro factors to develop asset allocation views. They invest client assets primarily in individual fixed-income securities, equity securities, ETFs, and no-load and load-waived mutual funds and private funds. | Gestor de Cartera-Acciones | 01/01/2013 |
HIGHLAND Financial Advisors LLC
 HIGHLAND Financial Advisors LLC Investment ManagersFinance HIGHLAND offers the investment strategy and its implementation for all clients, utilizing a variety of securities. Their security analysis method is fundamental. | Corporate Officer/Principal | 30/03/2012 |
Formación de Taylor J. Thomas.
Experiencias
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Empresas cotizadas
Empresas privadas
Relaciones
11
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic manages separate client focused equity, fixed-income and balanced portfolios. The firm employs a bottom-up view on asset classes and strategies formulated from meetings with current and prospective managers are combined with top-down views on macro factors to develop asset allocation views. They invest client assets primarily in individual fixed-income securities, equity securities, ETFs, and no-load and load-waived mutual funds and private funds. | Finance |
Ramapo College of New Jersey
 Ramapo College of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HIGHLAND Financial Advisors LLC
HIGHLAND Financial Advisors LLC Investment ManagersFinance HIGHLAND offers the investment strategy and its implementation for all clients, utilizing a variety of securities. Their security analysis method is fundamental. | Finance |
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