Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Curio
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Curio
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
Taylor
McNamara
Taylor R. McNamara
Vice President, Client Development
Education:
BA in Communications and Marketing, Saint Louis University
CFA Institute Investment Foundations Certificate Holder
Series 7 and 63 Licensed (inactive)
Experience:
Fidelity Investments – Private Client Group
Protective Life – Internal Annuity Wholesaler
Financial Foundation Group – Financial Professional
Memberships:
FEG Enterprise Risk Committee
Past Memberships:
Boys and Girls Club of Greater Saint Louis
Habitat for Humanity Saint Louis
Pathways to Independence
Redwood Rehabilitation Center
Latest Publications
Fixed Income Today: Why Bother?
Read More
Fourth Quarter 2024 Private Capital Quarterly Review
Read More
Research Review: Fourth Quarter 2024
Read More
Fourth Quarter 2024 Market Commentary: Same As It Ever Was
Read More
Research Review: November 2024
Read More
Research Review: October 2024
Read More
View All