Matthew Taylor, CFA®

As Partner and Fixed Income Portfolio Manager, Matt Taylor oversees the management of The Lerner Group’s fixed income portfolios, spanning corporate, municipal, and government bonds. He leads all fixed income research, security selection, and trade execution, building customized income strategies designed to meet client objectives across varying market environments. Matt’s disciplined approach and deep market insight help ensure portfolios are structured to balance income generation, risk management, and long‑term stability.

Matt brings over 20 years of fixed income experience to his role. Prior to joining Hightower, he served as a Senior Fixed Income Trader at The Vanguard Group. He later became the Director of GIS Trading & Sales at Hightower, where he developed actionable trading strategies, advised on fixed income portfolio construction, and collaborated closely with external trading desks to execute trades on behalf of clients and advisors. In 2013, Matt joined The Lerner Group as Fixed Income Portfolio Manager, where his leadership has played a central role in shaping the team’s fixed income philosophy and process.

Matt earned his MBA with a concentration in Financial Analysis from DePaul University in 2006. He holds a BBA from Western Michigan University with majors in Finance and Marketing and minors in Economics and Business Administration. He is a CFA^® Charterholder and holds FINRA Series 7, 24, 53, and 63 licenses.

Matt lives in Arlington Heights with his wife, Ashley, and their sons, William and Nolan. He is an avid cyclist and enjoys spending time outdoors.

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