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Moses Taylor

Moses Taylor

Regional Vice President at Advisors Capital Management, LLC

Denver, CO , United States

About

Moses Taylor is a Regional Vice President at Advisors Capital Management, LLC, based in Denver, Colorado. He brings over a decade of experience in finance and investment management, with a focus on delivering tailored portfolio solutions for high-net-worth individuals and institutional clients. In his current role, Moses oversees regional business development, advisor relations, and client portfolio strategy, leveraging his expertise in equity and fixed income markets to drive growth and client satisfaction.

Career History

OrganizationRoleDate RangeDetails
Advisors Capital ManagementRegional Vice PresidentNov 2022 to Present
CO, NM, OK & TX
Alpha Solutions ManagementRegional Vice PresidentApr 2018 to Nov 2022
JacksonRegional Vice President at Jackson National Life Distributors, LLCApr 2016 to Apr 2018
JacksonBusiness Development ConsultantJan 2016 to Mar 2016
Jackson National LifeInternal WholesalerJun 2014 to Dec 2015
Jackson National LifeInternal SpecialistApr 2014 to Jun 2014
Syntrinsic Investment CounselResearch AssociateJul 2012 to Mar 2014
Syntrinsic Investment Counsel LLC provides independent investment advice and strategic guidance to select foundations and endowments, faith-based institutions and philanthropic families.
IMPACT AFRICAVolunteerJun 2011 to Aug 2011
Volunteer Worked as a teacher's assistant to children at Red Hill Preschool in a township outside of Cape Town. Mentored, monitored, and acted as a responsible leader for Xhosa speaking children. Volu...
George K. Baum & CompanyInvestment Banking Summer AnalystJun 2010 to Aug 2010
Researched and formed databases designed to help George K. Baum source new business nationwide. Created various marketing materials for the company incorporating both Microsoft Excel analysis and Powe...

Education

Colorado College

B.A, Economics

2008 2012

Skills & Expertise

Stata
Economics
Excel
Microsoft Office
Word
Microsoft Excel
Financial Analysis
Finance
Sales
Variable Annuities
Cold Calling
Fixed Annuities
Analysis
Event Planning
Public Speaking
Nonprofits
Series 6

Others at Advisors Capital Management, LLC (15)

NameRoleLocation
C
Claire Comerford
Senior Vice President - Advisor SolutionsNew York, NY , United States
David Lieberman
David Lieberman
Managing Director & Partner; Director of Investment Research & Corporate DevelopmentRidgewood, NJ , United States
David Ruff
David Ruff
Senior Portfolio ManagerOakland, CA , United States
Jeremy Lieberman
Jeremy Lieberman
PartnerRidgewood, NJ , United States
J
JoAnne Feeney
Portfolio ManagerNew York, NY , United States
Judd Lasater
Judd Lasater
Regional Vice PresidentBirmingham, AL , United States
Kevin Kelly
Kevin Kelly
Partner and Fixed Income Portfolio ManagerUnited States
Kevin Strauss
Kevin Strauss
Managing Director and Portfolio ManagerUnited States
Michael Lieberman
Michael Lieberman
Partner and Host of the ACM 10 Second Interview ShowRidgewood, NJ , United States
Mike Brodie
Mike Brodie
Regional Vice PresidentSanta Ana, CA , United States
Showing 1-10 of 15 team members