Colin Francis Taylor

Mr. Colin F.
Taylor, CFA, is a Principal & Director of Investment Management at Capital Advantage, Inc. As a leader of the investment team, he provides investment and market commentary, security selection and analysis, portfolio management strategies, and asset allocation recommendations.
He is also responsible for the operation and maintenance of the organization’s portfolio management, asset allocation, and trading systems.
He joined the firm in 2011.
Mr. Taylor began his financial services career in 2001 as a Mutual Fund Analyst for Prima Capital in Denver, Colorado.
From 2002 through 2006, he worked for TechFi Corp.
and Advent Software, Inc. (acquired by TechFi), providing out-sourced back office operations support to investment advisors.
In 2006, he joined a private wealth management firm in Oakland, serving as the Director of Operations.
He received a Bachelor’s Degree in Economics and Business from The Colorado College (Colorado Springs, Colorado) in 2001.
He holds the Chartered Financial Analyst designation and is an Investment Advisor Representative.