Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
Matthew Taylor
Partner
If you are looking for an investment advisor with a flare in the kitchen and an uncanny knack for investing in appreciating collectibles, call Matt. After graduating with a BA in History and Art History from Washington Lee University, he spent five years in New York with Sotheby’s before joining Veritable in 1997. He is a CFA® charterholder and portfolio manager at Veritable with a national clientele who value his investment prowess, attention to detail and his gentle bearing. He serves on the board of the Willistown Conservation Trust [WCT], where he is a member of the Finance and Audit Committees. The WCT is a very successful land trust that has preserved over 28,000 acres of local farmland and woodlands in perpetuity. Matt and his wife Francie spend a lot of their weekends at one river or another rooting for their son who is an accomplished oarsman.
Matthew Taylor
Partner
If you are looking for an investment advisor with a flare in the kitchen and an uncanny knack for investing in appreciating collectibles, call Matt. After graduating with a BA in History and Art History from Washington Lee University, he spent five years in New York with Sotheby’s before joining Veritable in 1997. He is a CFA® charterholder and portfolio manager at Veritable with a national clientele who value his investment prowess, attention to detail and his gentle bearing. He serves on the board of the Willistown Conservation Trust [WCT], where he is a member of the Finance and Audit Committees. The WCT is a very successful land trust that has preserved over 28,000 acres of local farmland and woodlands in perpetuity. Matt and his wife Francie spend a lot of their weekends at one river or another rooting for their son who is an accomplished oarsman.
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