PID 2275


Robert F. Taylor, CFA®

Portfolio Manager

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Highlights

Education
  • Saint Bonaventure University, B.A. History
  • Boston University, M.S. Investment Management
Community Involvement
  • Treasurer, River Walk HOA
  • Fossil Patrol, Boy Scout Troop 159
  • Member, CFA Society of South Carolina
Robert F. Taylor, CFA®

As Portfolio Manager for Foster Victor Wealth Advisors, Bob works with the Investment Team to build & monitor portfolios and create presentations for clients.  He enjoys helping develop effective investment strategies and improving client outcomes.

Bob’s experience in investments spans several decades.  He began his career on Wall Street with roles in equities and fixed income trading.  Prior to joining Foster Victor Wealth Advisors, he was a buy-side research analyst with F.L.Putnam Investment Management in Boston, MA and more recently a SVP and Portfolio Manager with BB&T Wealth here in Greenville.

Bob earned his Bachelor of Arts in History from Saint Bonaventure University, and his Master of Science in Investment Management from Boston University.  His is a CFA charterholder and member of the CFA Institute, and the CFA Society of South Carolina.

 

Learn more about Robert