Profile
Mr. Jonathan A. Taylor, CFA, is a Director & Analyst at Barrow, Hanley, Mewhinney & Strauss LLC.
He joined the firm in 2016.
He is an analyst in credit research, focusing on investment grade credits.
He has over 17 years of experience.
He previously served as a senior analyst at Argentus Capital Management, where he focused on equity and fixed income.
He began his investment career as a trader at Summit Alliance Investment Group.
Mr. Taylor earned a BBA in Finance from Texas Christian University.
He also earned the Chartered Market Technician designation.
He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Jonathan Taylor active positions
| Companies | Position | Start |
|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow Hanley offers value-focused investment strategies that seek to deliver competitive investment results by maintaining a long-term focus on mispriced opportunities. | Analyst-Fixed Income | 2016-07-31 |
Former positions of Jonathan Taylor
| Companies | Position | End |
|---|---|---|
SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance SAS Capital Management, dba Summit Advisor Solutions, provides access traditional separate account managers, with asset class mandates including: Large-Cap Blend, Large-Cap Growth, Dividend Growth. Mid Cap, Small Cap, and Global Equity Rotation. The firm also provides access to various strategic and tactical strategies. SAS also provides access to managers in niche and major alternative asset classes/strategies including Long-Short Equity, Liquid Alternatives Overlay, Absolute Return, and Private Credit Strategy, as well as Event-Driven, Arbitrage, Emerging Markets, and Managed Futures. SAS offers traditional fixed income using securities in a separate account (corporate or municipals) for the client. They also provide access to tactical allocations, opportunistic asset classes, and many ETFs and mutual funds. Fixed Income strategies include: Core Bonds, Yield Generating Structured Notes and Opportunistic Fixed Income. | Corporate Officer/Principal | - |
Training of Jonathan Taylor
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow Hanley offers value-focused investment strategies that seek to deliver competitive investment results by maintaining a long-term focus on mispriced opportunities. | Finance |
SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance SAS Capital Management, dba Summit Advisor Solutions, provides access traditional separate account managers, with asset class mandates including: Large-Cap Blend, Large-Cap Growth, Dividend Growth. Mid Cap, Small Cap, and Global Equity Rotation. The firm also provides access to various strategic and tactical strategies. SAS also provides access to managers in niche and major alternative asset classes/strategies including Long-Short Equity, Liquid Alternatives Overlay, Absolute Return, and Private Credit Strategy, as well as Event-Driven, Arbitrage, Emerging Markets, and Managed Futures. SAS offers traditional fixed income using securities in a separate account (corporate or municipals) for the client. They also provide access to tactical allocations, opportunistic asset classes, and many ETFs and mutual funds. Fixed Income strategies include: Core Bonds, Yield Generating Structured Notes and Opportunistic Fixed Income. | Finance |
Texas Christian University
Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Jonathan Taylor
















