Please complete the CAPTCHA to continue
@finmason.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Philip Taylor, Cfa is listed as President & Chief Analytics Officer - FinMason, Past Chair of the Board at CFA Society New York at FinMason, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at finmason.com and a matched LinkedIn profile for Philip Taylor, Cfa.
Philip Taylor, Cfa previously worked as President & Chief Analytics Officer at Finmason and Chair of the Board and Director at Cfa Society New York. Philip Taylor, Cfa holds Master'S Degree, Mathematics And Business Management from University Of Cambridge.
This section adds company-level context without repeating Philip Taylor, Cfa's masked contact details.
AeroLeads found 1 current-domain work email signal for Philip Taylor, Cfa. Compare company email patterns before reaching out.
Senior Financial Markets Executive Officer who has used technology as a foundation for a successful career in finance and finance as a foundation for a successful career in technology. Strategic leader and manager of high-performing teams with consistent, long-term measurable results in portfolio management, debt refinancing and technology, spanning diverse roles, multi-asset classes, and global markets.Career highlights:- Current C-Suite role in a fast-growing emerging technology company, setting strategic direction, raising investment funds, hiring staff, negotiating partnerships, and pitching and executing on major contracts.- Six years in technology - delivering cutting-edge technology to bring scalable institutional-grade portfolio analytics to individual investors and asset owners. Throughout career, designing and delivering strategic, firm-wide technology initiatives.- Nineteen years on the buy-side - managing equity, fixed income, and derivative factors in global convertible bond portfolios - Achieved eighteen profitable years and averaged net returns of 9.8%. Created multiple portfolios from scratch and grew these up to $3.0bn, consistently delivered significant returns on investment and outperformed peers by 211 bps/yr.- Three years in investment banking - leading $4.0bn in major debt refinancing transactions with the world’s largest investment management firms and corporate issuers across multiple industries.- Leading 12,000 professionals as Chair of the Board of CFA Society New York and raising industry standards in excellence and ethics – providing a platform for world-class advocacy, education, discussion, and networking.
Listed skills include Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, and 43 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Boston, MA, US
Member of Executive Team and Head of FinMason’s Global Analytics team – leading strategic decisions and working closely with our clients across the financial industry to design, build and deliver investment and risk analytics.- Leading strategy, partnership, staffing, financing, and sales decision-making.- Growing our team and process with 80% annual.
New York, New York, US
Led the 12,000 member society through a major turnaround in program quality, brand value, external relationships and financial performance, growing membership from under 7,000 in three years, and building an isolated local society into a global leadership position across the 149 CFA Societies worldwide through the delivery of world-standard.
New York, New York, US
Leading Lazard’s Capital Markets team - focused on pricing and distributing high-yield and convertible bond issues and exchange transactions into the market.- Led distribution of twenty major transactions totaling $4.0bn in bonds, delivering on $60mm in revenue across the energy, technology, healthcare, and real estate sectors.- Developed and supervised.
Toronto, Ontario, CA
Built and managed a global convertible arbitrage strategy from scratch up to $3.0bn. Led all sub-strategy allocation, trade generation, fundamental/credit analysis, quantitative modeling, execution and risk management.Generated $316mm in revenue over nine years, with a 7.7% average return, even including 2008.Limited losses to 15% during the 2008 market.
US
Built, maintained, and oversaw a global convertible arbitrage strategy.
Managed an international convertible arbitrage portfolio of up to $450mm and was a senior member of the executive team that was responsible for portfolio management, marketing, and risk management. Worked with global partners and developed a deep knowledge of international markets including Europe, Asia, and emerging markets, and led the design and.
Quick answers generated from the profile data available on this page.
Philip Taylor, Cfa works for FinMason.
Philip Taylor, Cfa is listed as President & Chief Analytics Officer - FinMason, Past Chair of the Board at CFA Society New York at FinMason.
AeroLeads has found 1 work email signal at @finmason.com for Philip Taylor, Cfa at FinMason.
Philip Taylor, Cfa is based in New York City Metropolitan Area, United States, United States while working with FinMason.
Philip Taylor, Cfa has worked for Finmason, Cfa Society New York, Lazard, Rbc Capital Markets Corp, and Exis Capital.
You can use AeroLeads to view verified contact signals for Philip Taylor, Cfa at FinMason, including work email, phone, and LinkedIn data when available.
Philip Taylor, Cfa holds Master'S Degree, Mathematics And Business Management from University Of Cambridge.
Philip Taylor, Cfa is listed with skills including Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Investments, Derivatives, and Capital Markets.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts