About
Taylor Rowntree currently serves as an Associate at Intellectus Partners, LLC, based in California. In this role, Rowntree is involved in investment analysis and operational support for client portfolios, contributing to the firm’s advisory services in wealth management. Although specific sector specializations are not publicly detailed, Intellectus Partners focuses broadly on customized investment strategies for high-net-worth individuals in areas including public equities, alternative investments, and portfolio management.
Prior to joining Intellectus Partners in 2018, Rowntree held roles at AssetMark, first as a Trade Operations Specialist II and then as a Trade Operations Trader. These positions provided extensive experience in trade operations, reconciliation, and workflow optimization, strengthening his expertise in operational efficiency within financial services.
Rowntree holds a Bachelor of Science degree in Business Administration with emphases in Financial Management and Financial Services from California State University, Chico. His professional background centers on investment operations, asset management, and client service, supporting the delivery of high-quality investment solutions and operational excellence.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Intellectus Partners, LLC | Associate | Apr 2018 to Present | — |
| AssetMark | Trade Operations Trader | Jan 2016 to Apr 2018 | Directed trade operations within an independent provider of investment and consulting solutions serving financial advisors with $30B in assets. Executed all aspects of trading for all accounts in a ti... |
| AssetMark | Trade Operations Specialist II | Jan 2015 to Jan 2016 | Maintained accountability for testing and feedback across 2 database developments. Managed basic reconciliation process between APL trading software and separate custodial sites.
Key Achievements:... |
| AssetMark | Trade Operations Specialist | Jan 2013 to Jan 2015 | Researched and resolved error and inconstancies in quarterly accounts. Played a key role in ensuring financial data integrity for all transactions.
Key Achievements:
* Ensured achievements of objecti... |
| Safeway | Starbucks | May 2006 to Jan 2013 | Triple Customer Service Award recipient, and team player, with strong people skills, a passion for great service, and the ability to deliver in a busy, high-volume environment.
Performance: 3 times w... |
| AG Edwards | Finance Intern | Jan 2005 to May 2005 | Worked alongside brokers at an NYSE-listed company to build on knowledge and skills in securities and commodities brokerage, investment banking, trust services, asset management, financial and retirem... |
| Target | Electronics specialist | May 2002 to Apr 2005 | Acted as 2IC in Manager's absence whilst providing specialist support on various name brands of consumer electronic devices. Referred to as the 'go to' person for the gathering of all product informat... |
Education
California State University, Chico
Bachelor of Science, Business Administration; Financial Management and Financial Services
2005 — 2010
Skills & Expertise
Others at Intellectus Partners, LLC (3)
| Name | Role | Location |
|---|---|---|
A Anton Perminov | Research Analyst | San Francisco, CA , United States |
 | Analyst | San Francisco, CA , United States |
 | Partner | San Francisco, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
J Joel Newman | Trader | Fort Point Capital Partners LLC | New York, NY , United States |
 | Managing Partner | Fort Point Capital Partners LLC | San Francisco, CA , United States |
 | Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |
 | Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |
