Jonathan Andrew Taylor
Analyst-Fixed Income chez Barrow, Hanley, Mewhinney & Strauss LLC
Profil
Mr. Jonathan A.
Taylor, CFA, is a Director & Analyst at Barrow, Hanley, Mewhinney & Strauss LLC.
He joined the firm in 2016.
He is an analyst in credit research, focusing on investment grade credits.
He previously served as a senior analyst at Argentus Capital Management, where he focused on equity and fixed income.
He began his investment career as a trader at Summit Alliance Investment Group.
Mr. Taylor earned a BBA in Finance from Texas Christian University.
He also earned the Chartered Market Technician designation.
He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Postes actifs de Jonathan Andrew Taylor
| Sociétés | Poste | Début |
|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Analyst-Fixed Income | 01/08/2016 |
Anciens postes connus de Jonathan Andrew Taylor
| Sociétés | Poste | Fin |
|---|---|---|
SAS Capital Management LLC
 SAS Capital Management LLC Investment ManagersFinance Founded in 2001, SAS Capital Management LLC is an SEC- registered investment advisor located in Dallas, Texas. The firm does business as Summit Advisor Solutions. SAS is a wholly-owned subsidiary of SAS Capital Partners LLC. They have an affiliated sister company, Argentus Advisors LLC, which is also an SEC registered investment advisor. Argentus provides investment management services to the public through registered investment adviser representatives (IARs). SCA Holdings LLC owns a majority interest in SAS Capital Partners LLC, hence a majority interest in SAS. SCA Holdings also owns Strategic Capital Alternatives LLC, an SEC registered investment advisor. SAS generally provides investment advisory services to RIA firms and individuals, including high net-worth individuals. To a lesser extent, they may provide services to pension and profit sharing plans (other than plan participants), charitable organizations, and corporations or business entities. SAS provides an advisory services platform which is utilized by RIA firms. SAS has also entered into solicitation arrangements with other RIA firms, where the RIA firm introduces prospective clients to SAS and provides for suitability analysis. | Corporate Officer/Principal | - |
Formation de Jonathan Andrew Taylor
| Texas Christian University | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Finance |
SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance Founded in 2001, SAS Capital Management LLC is an SEC- registered investment advisor located in Dallas, Texas. The firm does business as Summit Advisor Solutions. SAS is a wholly-owned subsidiary of SAS Capital Partners LLC. They have an affiliated sister company, Argentus Advisors LLC, which is also an SEC registered investment advisor. Argentus provides investment management services to the public through registered investment adviser representatives (IARs). SCA Holdings LLC owns a majority interest in SAS Capital Partners LLC, hence a majority interest in SAS. SCA Holdings also owns Strategic Capital Alternatives LLC, an SEC registered investment advisor. SAS generally provides investment advisory services to RIA firms and individuals, including high net-worth individuals. To a lesser extent, they may provide services to pension and profit sharing plans (other than plan participants), charitable organizations, and corporations or business entities. SAS provides an advisory services platform which is utilized by RIA firms. SAS has also entered into solicitation arrangements with other RIA firms, where the RIA firm introduces prospective clients to SAS and provides for suitability analysis. | Finance |
