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Colin Taylor

Director of Investment Management, Principal at Capital Advantage

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Registered Investment Advisor since 2006, CFA Charterholder since 2014. Experienced Portfolio Manager with proficiency in top-down asset allocation and bottom-up valuation of financial as...

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CAPITAL ADVANTAGE

CAPITAL ADVANTAGE

  • description Description
    Capital Advantage, Inc. offers a range of solutions to help you more effectively invest, save, spend, and protect the things most important to you. To determine the right solutions that will ...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Capital Advantage Org Chart and Mapping

Employees

John Hayman

President and Founder

Liz Munson

Client Service Advisor

Dylan Dantzig

Client Service Associate

Donna Zinman

Executive Vice President and Sr Financial Advisor

Amy Montano

Office Manager/Sr Administrative Assistant

Anthony Oliveri

Vice President - Product Solutions Development

Selma Hackett

Client Service Representative

Colin Taylor

Director of Investment Management, Principal

Frequently Asked Questions Regarding Colin Taylor

Answer: Colin Taylor works for Capital Advantage as Director of Investment Management, Principal

Answer: Colin Taylor’s role in Capital Advantage is Director of Investment Management, Principal

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Answer: Colin Taylor works in the industry of: Investment Management

Answer: Colin Taylor is the current Director of Investment Management, Principal at Capital Advantage.... Read More

Answer: Colin Taylor works Capital Advantage located at 3470 Mt Diablo BLVD, Lafayette, California, 94549, United States

Answer: Capital Advantage's Director of Investment Management, Principal is Colin Taylor

Answer: Colin Taylor contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@capitaladvantage.com

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