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 began his career over 16 years ago as a Fixed Income Senior Trader with The Vanguard Group. Prior to joining The Lerner Group, Matt served as the Director of GIS Trading & Sales at Hightower 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.
Matt obtained his MBA with a concentration in Financial Analysis from DePaul University in 2006. He received his BBA 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.