Profilo
Mr. Jonathan A. Taylor, CFA, is a Director & Analyst at Barrow, Hanley, Mewhinney & Strauss LLC.
He joined the firm in 2016.
He is an analyst in credit research, focusing on investment grade credits.
He has over 17 years of experience.
He previously served as a senior analyst at Argentus Capital Management, where he focused on equity and fixed income.
He began his investment career as a trader at Summit Alliance Investment Group.
Mr. Taylor earned a BBA in Finance from Texas Christian University.
He also earned the Chartered Market Technician designation.
He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Posizioni attive di Jonathan Taylor
| Società | Posizione | Inizio |
|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow Hanley offers value-focused investment strategies that seek to deliver competitive investment results by maintaining a long-term focus on mispriced opportunities. | Analista-Rendimento Fisso | 01/08/2016 |
Precedenti posizioni note di Jonathan Taylor
| Società | Posizione | Fine |
|---|---|---|
SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance SAS Capital Management, dba Summit Advisor Solutions, provides access traditional separate account managers, with asset class mandates including: Large-Cap Blend, Large-Cap Growth, Dividend Growth. Mid Cap, Small Cap, and Global Equity Rotation. The firm also provides access to various strategic and tactical strategies. SAS also provides access to managers in niche and major alternative asset classes/strategies including Long-Short Equity, Liquid Alternatives Overlay, Absolute Return, and Private Credit Strategy, as well as Event-Driven, Arbitrage, Emerging Markets, and Managed Futures. SAS offers traditional fixed income using securities in a separate account (corporate or municipals) for the client. They also provide access to tactical allocations, opportunistic asset classes, and many ETFs and mutual funds. Fixed Income strategies include: Core Bonds, Yield Generating Structured Notes and Opportunistic Fixed Income. | Corporate Officer/Principal | - |
Formazione di Jonathan Taylor
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow Hanley offers value-focused investment strategies that seek to deliver competitive investment results by maintaining a long-term focus on mispriced opportunities. | Finance |
SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance SAS Capital Management, dba Summit Advisor Solutions, provides access traditional separate account managers, with asset class mandates including: Large-Cap Blend, Large-Cap Growth, Dividend Growth. Mid Cap, Small Cap, and Global Equity Rotation. The firm also provides access to various strategic and tactical strategies. SAS also provides access to managers in niche and major alternative asset classes/strategies including Long-Short Equity, Liquid Alternatives Overlay, Absolute Return, and Private Credit Strategy, as well as Event-Driven, Arbitrage, Emerging Markets, and Managed Futures. SAS offers traditional fixed income using securities in a separate account (corporate or municipals) for the client. They also provide access to tactical allocations, opportunistic asset classes, and many ETFs and mutual funds. Fixed Income strategies include: Core Bonds, Yield Generating Structured Notes and Opportunistic Fixed Income. | Finance |
Texas Christian University
Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















