Matthew Taylor

Matthew Taylor, CFA®

Fixed Income Portfolio Manager
    

Matthew Taylor: As Fixed Income Portfolio Manager, Matt is responsible for managing The Lerner Group’s fixed income portfolio consisting of corporate municipal and government bonds. Matt leads fixed income research and trade execution to build income streams to meet clients’ needs.

Matt has over 19 years of fixed income experience. Prior to joining Hightower, he was a fixed income senior trader at The Vanguard Group. He also served as the director of GIS trading & sales at Hightower Advisors, where he actively developed executable trade strategies for portfolios. He also advised on security selection for fixed income portfolios and worked closely with outside trading desks to execute trades on behalf of clients and advisors. In 2013 Matt joined The Lerner Group as the fixed income portfolio manager.

Matt obtained his master's degree with a concentration in financial analysis from DePaul University in 2006. He received his bachelor's degree from Western Michigan University with majors in finance & marketing and minors in economics & business administration. He is a CFA charter holder and holds the FINRA Series 7, 24, 53 and 63 licenses.

Matt lives in Chicago with his wife, Ashley, and son, William. He is an avid cyclist and enjoys touring the city with his family.

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The Lerner Group