Jonathan Taylor, CFA

Partner

Norfolk

Client Advisory

Biography

Jonathan is a Partner in the Virginia office.

Prior to joining Cerity Partners, Jonathan served as a Principal and Equity Portfolio Manager at Palladium Partners LLC. His functions included investment selection, asset allocation and trading. Prior to Palladium Partners LLC he worked nine years in financial analysis capacities at Fortune 500 companies. Additionally, he spent six years at the corporate headquarters of Dollar Tree Stores.

Education

  • BBA in Finance, James Madison University

Highlights

  • Chartered Financial Analyst®

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.