Colin Francis Taylor
Director of Investments at Capital Advantage, Inc.
Profile
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.
Colin Francis Taylor active positions
| Companies | Position | Start |
|---|---|---|
Capital Advantage, Inc.
 Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Director of Investments | 2010-12-31 |
Former positions of Colin Francis Taylor
| Companies | Position | End |
|---|---|---|
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Corporate Officer/Principal | 2001-12-30 |
Techfi Corp
 Techfi Corp Packaged SoftwareTechnology Services Part of SS & C Technologies Holdings, Inc., Techfi Corp is a company that develops portfolio management and accounting software for investment advisors. The company is based in Denver, CO. Techfi was acquired by Advent Software, Inc., part of SS&C Technologies Holdings, Inc. from July 09, 2015 on July 24, 2002 for $23 million. | Corporate Officer/Principal | - |
Training of Colin Francis Taylor
| University of Colorado Colorado Springs | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Capital Advantage, Inc.
Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Finance |
Prima Capital Holding, Inc.
Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Commercial Services |
Techfi Corp
Techfi Corp Packaged SoftwareTechnology Services Part of SS & C Technologies Holdings, Inc., Techfi Corp is a company that develops portfolio management and accounting software for investment advisors. The company is based in Denver, CO. Techfi was acquired by Advent Software, Inc., part of SS&C Technologies Holdings, Inc. from July 09, 2015 on July 24, 2002 for $23 million. | Technology Services |
- Stock Market
- Insiders
- Colin Francis Taylor
