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David Cordell Taylor
Directeur Général chez
MTM Investment Management LLC
Profil
Mr. David C.
Taylor is a Chief Executive Officer & Chief Investment Officer at MTM Investment Management LLC.
Mr. Taylor is responsibilities include service as Chairman of the firm's Investment Committee, supervision of portfolio management and financial planning for all the firms clients, investment research, and strategic planning.
Prior to MTM, he was an advisor and partner with the investment advisory firm McHam Taylor & Co. for 17 years.
He also spent two years in the Private Client Group of Merrill Lynch.
Mr. Taylor has significant experience serving as a fiduciary, offering financial planning services and selecting investments for the firm’s clients.
Mr. Taylor obtained a B.A. in Economics from Wake Forest University in 1998.
Postes actifs de David Cordell Taylor
| Sociétés | Poste | Début |
|---|---|---|
MTM Investment Management LLC
 MTM Investment Management LLC Investment ManagersFinance MTM generally develops a customized investment strategy for each client based on the client’s Investment Plan. For individual stock recommendations, the firm attempts to identify companies whose stocks are undervalued and recommends that clients buy and hold these securities on a long-term basis. Before making recommendations to purchase or sell mutual funds or ETFs, MTM uses both quantitative and qualitative analysis. Their fixed income approach is to assume the credit worthiness of the issuer is not brought into serious question, recommend that high-quality individual bonds in a structured portfolio suitable to the client’s specific needs and hold them until they mature or are called or pre-refunded. | Directeur Général | 01/09/2018 |
Formation de David Cordell Taylor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MTM Investment Management LLC
MTM Investment Management LLC Investment ManagersFinance MTM generally develops a customized investment strategy for each client based on the client’s Investment Plan. For individual stock recommendations, the firm attempts to identify companies whose stocks are undervalued and recommends that clients buy and hold these securities on a long-term basis. Before making recommendations to purchase or sell mutual funds or ETFs, MTM uses both quantitative and qualitative analysis. Their fixed income approach is to assume the credit worthiness of the issuer is not brought into serious question, recommend that high-quality individual bonds in a structured portfolio suitable to the client’s specific needs and hold them until they mature or are called or pre-refunded. | Finance |
