Robert Taylor
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Robert Taylor Email & Phone Number

Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs at Taylor Capital, LLC
Location: Charlotte, North Carolina, United States 5 work roles 2 schools
2 work emails found @tmcpa.com 9 phones found area 810, 704, 231, and 819 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 9 phones

Work email j****@tmcpa.com
Direct phone (810) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs
Location
Charlotte, North Carolina, United States

Who is Robert Taylor? Overview

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Quick answer

Robert Taylor is listed as Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs at Taylor Capital, LLC, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at tmcpa.com, phone signal with area code 810, 704, 231, 819, and a matched LinkedIn profile for Robert Taylor.

Robert Taylor previously worked as Managing Partner at Taylor Capital, Llc and President at Taylor & Morgan Asset Management, Llc. Robert Taylor holds Jd/Cpa, Accounting And Law from Michigan State University College Of Law.

Company email context

Email format at Taylor Capital, LLC

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*@tmcpa.com
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AeroLeads found 2 current-domain work email signals for Robert Taylor. Compare company email patterns before reaching out.

Profile bio

About Robert Taylor

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.

Current workplace

Robert Taylor's current company

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Taylor Capital, LLC
Taylor Capital, Llc
Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs
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5 roles

Robert Taylor work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current

Taylor Capital, LLC is the general partner for Dormie Equity Partners, LP. Founded in 2019, and organized as a private fund in 2022, Dormie Equity Partners is a private commercial real estate investment fund that specializes in Class A office, medical and industrial real estate within the southeastern United States.

Jun 2019 - Present

President

Current

Taylor & Morgan Asset Management is a leading investment firm specializing in private equity and tailored financial solutions. With expertise in alternative investments and tax planning, the firm serves high-net-worth individuals, businesses, and institutions. Committed to transparency and integrity, Taylor & Morgan fosters long-term partnerships that.

Jul 2010 - Present

Partner

Current

Flint, MI, US

Taylor & Morgan CPAs is a leading accounting and advisory firm offering a comprehensive suite of financial services to individuals, businesses, and organizations. With a deep commitment to providing tailored solutions, the firm specializes in accounting, tax planning, audit services, and mergers & acquisitions advisory. Taylor & Morgan CPAs is known for.

Mar 2010 - Present

Turnaround Consulting And Litigation Support

O'Keefe And Associates

Performed business valuations, corporate financing, and corporate turnaround services to middle market companies.

Oct 2008 - Mar 2010

Senior Associate

New York, NY, US

Specialized in the taxation of Mergers and Acquisitions.

Jan 2007 - Oct 2008
2 education records

Robert Taylor education

Jd/Cpa, Accounting And Law

Michigan State University College Of Law

B.A., Economics And Accounting

Alma College
FAQ

Frequently asked questions about Robert Taylor

Quick answers generated from the profile data available on this page.

What company does Robert Taylor work for?

Robert Taylor works for Taylor Capital, LLC.

What is Robert Taylor's role at Taylor Capital, LLC?

Robert Taylor is listed as Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs at Taylor Capital, LLC.

What is Robert Taylor's email address?

AeroLeads has found 2 work email signals at @tmcpa.com for Robert Taylor at Taylor Capital, LLC.

What is Robert Taylor's phone number?

AeroLeads has found 9 phone signal(s) with area code 810, 704, 231, 819 for Robert Taylor at Taylor Capital, LLC.

Where is Robert Taylor based?

Robert Taylor is based in Charlotte, North Carolina, United States while working with Taylor Capital, LLC.

What companies has Robert Taylor worked for?

Robert Taylor has worked for Taylor Capital, Llc, Taylor & Morgan Asset Management, Llc, Taylor & Morgan, P.C., O'Keefe And Associates, and Kpmg.

How can I contact Robert Taylor?

You can use AeroLeads to view verified contact signals for Robert Taylor at Taylor Capital, LLC, including work email, phone, and LinkedIn data when available.

What schools did Robert Taylor attend?

Robert Taylor holds Jd/Cpa, Accounting And Law from Michigan State University College Of Law.

What skills is Robert Taylor known for?

Robert Taylor is listed with skills including Asset Management, Business Valuation, Corporate Finance, Federal Taxation, Mergers, Litigation Support, Tax, and Investments.

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