Rob is the Managing Partner of Taylor Capital, LLC, a real estate investment fund headquartered in Charlotte, NC; the President of Taylor & Morgan Asset Management, a firm specializing in private equity and alternative investments; and a partner at Taylor & Morgan CPAs, where he leads the firm’s mergers and acquisitions group. With nearly two decades of experience as a CPA, attorney, and investment advisor, Rob has established himself as a leader in real estate investment, private equity, and financial services.Rob’s unique combination of legal, financial, and valuation expertise allows him to navigate complex business challenges and guide his firms in executing thoughtful, value-driven strategies. His leadership at Taylor Capital emphasizes comprehensive financial analysis and prudent investment decisions in the real estate sector. At Taylor & Morgan Asset Management, Rob directs the firm's investment strategies, with a heavy focus on private equity and alternative investments, while at Taylor & Morgan CPAs, he focuses on facilitating successful mergers and acquisitions through careful transaction management and strategic planning.He earned his Juris Doctor degree from Michigan State University College of Law and holds a Bachelor of Arts in Accounting and Economics from Alma College, where he played college basketball and earned All-Conference honors.
Listed skills include Asset Management, Business Valuation, Corporate Finance, Federal Taxation, and 15 others.