General Investing >> Money Manager Interviews >> April 12, 2013
Selective Investments in the Wealth Management Space
Carolyn P. Taylor, President, CIO and majority owner of Weatherly Asset Management, L.P., has more than 30 years of portfolio management experience with high net worth individuals and institutional clients. An Engineer by training, Ms. Taylor started her analytical training as an Investment Banker in public finance for Dean Witter Reynolds in New York. She went on to manage more than $1 billion in assets as a Portfolio Manager at Payden & Rygel Investment Counsel and then Neuberger & Berman. In 1994 she left Neuberger & Berman to run Weatherly, which began managing client funds in December 1994. Ms.Weatherly has been honored by regional and national publications many times over, including a long run as one of Bloombergís ìTop Wealth Managers.î Bloomberg also named Ms. Taylor one of the ì50 Distinguished Women in Wealth Management.î She received her B.S. and B.A. degrees from Stanford University. Profile
TWST: Would you begin by introducing us to Weatherly Asset Management and the services you offer?
Ms. Taylor: Weatherly Asset Management is an SEC-registered wealth management firm that