Benjamin B. Taylor
Benjamin B. Taylor serves as the Brick
Financial Management’s President/CEO and Chief Investment
Officer and manages Brick’s Choice, Relative Value and Balanced portfolios.
Ben provides leadership, strategic
direction and oversight of the day-to-day operations of the firm. Ben has over
13 years of experience in the financial services business including research,
security analysis and portfolio management. He began his career in financial
services a consultant with KPMG Consulting. After KPMG and prior to founding
Brick Financial, Ben worked for several years at the investment banking firm of
Lehman Brothers. While at Lehman, he refined the value-oriented investment
philosophy that he uses in guiding the portfolios of Brick Financial’s clients.
Ben earned his B.A. from Lehigh University in Pennsylvania.
He is an active member in the New Jersey
chapter of the National Association of Black Accountants
(NABA), the CFA Institute
(CFA) and is a
CFA® candidate. Ben is active in his community and is a fitness
enthusiast.
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expressed herein, should be construed as an offer to sell or a solicitation
of an offer to acquire any securities or other investments mentioned herein.
This information should
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Persons associated with this site and Brick Financial Management, LLC may own or have an interest in securities
or investments mentioned in this presentation. Their positions may change
from time to time and they may buy or sell such securities or investments.
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a guarantee of future performance.
