Taylor (Henry) Meyer, CFA

Taylor (Henry) Meyer, CFA, has a diverse background in finance and investment management with a focus on endowments/foundations, public company executives, entrepreneurs, women, life transitions (loss, divorce), and multi-generational wealth.

Taylor holds an MBA in Finance and Investment Management from the University of Virginia Darden School of Business and a BSBA in Business Administration from UNC Kenan-Flagler Business School.

Throughout his career, Taylor has been actively involved in various organizations, serving as a Board Trustee at Atlanta Ballet, a Board Member at University of Virginia Darden School of Business, and holding Vice President roles at Goldman Sachs and PIMCO in corporate institutional servicing and business development.

Taylor's professional experience also includes positions such as VP of Business Development at NFi Studios, Director of Sales, Senior Account Executive, and Account Executive at ThePort Network, Inc., as well as an Associate in Economic and Valuation Services at KPMG.

With a strong educational background and a wealth of experience in finance, Taylor Meyer, CFA, brings a unique perspective and expertise to his engagements in the areas of investment management, wealth preservation, and strategic financial planning.