C. Braedy Taugher
Steward Partners Global Advisory
- Role
- Vice President of Financial Planning & Analysis at Steward Partners
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Vice President of Financial Planning & Analysis
Jul 2019 — Present · Boston, MA, US
Responsible for all financial reporting in the Financial Planning & Analysis function to support the executive management team. Reporting includes financial modeling, forecasting, budgeting, profitability analyses and M&A Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see \"Disclosures\" page on our website
Education
Isenberg School of Management, UMass Amherst
Finance, Financial Analyst
2011 — 2015
Isenberg School of Management, UMass Amherst
Master of Business Administration - MBA, Finance
2017 — 2019
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