Carolyn Person Taylor

Chief Executive Officer at

Weatherly Asset Management LP

66 year

Finance

Consumer Services

Profile

Ms. Carolyn P.
Taylor, CFA, is a President & Founding Partner at Weatherly Asset Management LP and a President at Weatherly Asset Management, Inc. With over 35 years of portfolio management experience to high-net-worth individuals and institutional clients, she offers a wealth of investment expertise to WAM’s clients.
She leads the Weatherly team by design in our industry for focusing on perpetual innovation, technology, mentoring and human capital development.
She is a founding member of National Advisors Trust Company (NATC), an advisor owned Trust Company.
Ms. Taylor managed assets during her previous experience as a Portfolio Manager at Neuberger & Berman in New York and, prior to that, at Payden & Rygel Investment Counsel in Los Angeles.
In June 1994, she relinquished responsibilities at Neuberger & Berman to devote her full attention as President and Chief Investment Officer at Weatherly Asset Management, which began managing client funds in December 1994.
She received her B.S.
and B.A. from Stanford University.

Carolyn Person Taylor active positions

Companies	Position	Start
Weatherly Asset Management LP Weatherly Asset Management LP Investment ManagersFinance WAM looks for stocks selling at prices at which intelligent business persons with long-term horizons would be interested in buying the entire business. They also look for stocks with the potential to generate strong returns without a lot of assistance from the broad market. Portfolios tend to concentrate on mid-cap stocks, with a portion of the portfolio invested in large-cap stocks to help insulate the portfolio in down markets. Initially they take a top-down macro-economic view in order to identify areas of opportunity and areas of risk. With this macro view, WAM then takes a bottom-up approach, utilizing fundamental research and relative valuations amongst peers, in order to identify attractive companies for investment.	Chief Executive Officer	01/11/1994
Weatherly Asset Management, Inc. Weatherly Asset Management, Inc. Investment ManagersFinance Provides investment advisory services	President	-

All active positions of Carolyn Person Taylor

Former positions of Carolyn Person Taylor

Companies	Position	End
Payden & Rygel Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds.	Corporate Officer/Principal	-

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Private companies	4
Payden & Rygel Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds.	Finance
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Weatherly Asset Management LP Weatherly Asset Management LP Investment ManagersFinance WAM looks for stocks selling at prices at which intelligent business persons with long-term horizons would be interested in buying the entire business. They also look for stocks with the potential to generate strong returns without a lot of assistance from the broad market. Portfolios tend to concentrate on mid-cap stocks, with a portion of the portfolio invested in large-cap stocks to help insulate the portfolio in down markets. Initially they take a top-down macro-economic view in order to identify areas of opportunity and areas of risk. With this macro view, WAM then takes a bottom-up approach, utilizing fundamental research and relative valuations amongst peers, in order to identify attractive companies for investment.	Finance
Weatherly Asset Management, Inc. Weatherly Asset Management, Inc. Investment ManagersFinance Provides investment advisory services	Finance