Colin Taylor
Registered Investment Advisor / Portfolio Manager / Financial Asset Valuation Analyst / Investment Newsletter Writer
- Role
- Director of Investment Management, Principal at Capital Advantage, Inc.
- Location
- Lafayette, CA, US
- LinkedIn followers
- 500 followers
About Colin Taylor
Registered Investment Advisor since 2006, CFA Charterholder since 2014. Experienced…
Experience
Director of Investment Management, Principal
May 2011 — Present · CA
Portfolio management, asset allocation, equity valuation, mutual fund & ETF valuation, bond valuation, iRebal trading, macroeconomic research, tactical asset management.
Education
Colorado College
Bachelor of Arts (B.A.)
1998 — 2001
Skills
- Hedge Funds
- Financial Modeling
- Alternative Investments
- Capital Markets
- Strategy
- Asset Management
- Sql
- Mutual Funds
- Equity Trading
- Investment Strategies
- Due Diligence
- Equities
- Portfolio Management
- Microsoft Word
- Stock Trading
- Business Strategy
- Finance
- Business Management
- Financial Risk
- Bond Valuation
- Investment Advisory
- Mutual Fund Analysis
- Leadership
- Spt Portfoliocenter
- Stock Valuation
- Asset Allocation
- Fixed Income
- Data Analysis
- Project Management
- Electronic Trading
- Financial Reporting
- Microsoft Excel
- Investments
- Trading
- Research
- Valuation
- Bond Pricing
- Microsoft Office
- Electronic Trading Systems
- Corporate Finance
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