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PARTNER PROFILES

Veritable’s Partners represent widely diverse backgrounds—from financial analysis, to the law, to engineering—but share a fundamental commitment to service, innovation and entrepreneurship.

MATTHEW TAYLOR, CFA

Matt is a portfolio manager. He joined Veritable in 1997 after spending five years with Sotheby’s in New York. He is a graduate of Washington & Lee University. Matt is a member of the Financial Analysts of Philadelphia and the CFA Institute. He is currently serving on the Corporate Leadership Council of the Philadelphia Zoo.

Timothy Alles Jeffrey Beachell David Belej Darren Bramen Regina DiFelice Patrick Dougherty Charles Keates Courtney Mills Sonia Florio Peterson Ari Pontz Kenneth Rowles Brett Rubinson Jonathan Scott John Scuteri Robert Stetson Michael Stolper Matthew Taylor Richard Tregerman Jared Weiner

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