Lily Taft

Lily Taft, CFA, is a Partner and Portfolio Manager at Main Street Research LLC, based in the San Francisco Bay Area. She serves on the firm's Investment Policy Committee, with key responsibilities including analyzing client-specific asset allocations, sector exposures, and security selections. Her role encompasses managing and executing trading strategies, overseeing research operations, and leading the firm’s efforts in ESG (Environmental, Social, and Governance) and cryptocurrency research.

Lily's investment coverage extends across equities, fixed income, and alternative assets with special research leadership in ESG and digital assets. She actively integrates daily market insights and external research into portfolio management, helping tailor investment strategies for individual and institutional clients. Lily also plays a prominent role in monitoring trends in wealth management and client relationship dynamics.

Lily holds a Bachelor of Science in Management (Finance and Management) from Tulane University’s A.B. Freeman School of Business, where she co-authored Burkenroad Reports and managed part of Tulane’s $1.3 billion endowment as a Darwin Fenner Student Fund member. She further holds a CFA charter and Series 65 license, serving as Chair of the CFA Society San Francisco YLC. Her early career included research roles at Shelton Capital Management and internships across equity, fixed income, and trading disciplines at Main Street Research.