![Taylor J. Thomas](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Ehemalige bekannte Positionen von Taylor J. Thomas
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 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 |
Ausbildung von Taylor J. Thomas
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
11
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
