Taylor Sohns, MBA, CIMA®, CFP®
CEO
Certifications:
University of Pennsylvania, Wharton - Certified Investment Management Analyst, CIMA®.
Northwestern University, Kellogg- Certified Financial Planner, CFP®.
Education: Iona University (BA & MBA, Finance, Magna Cum Laude).
Work History:
Over a decade ‘on Wall Street.’
Firms: Legg Mason, Lord Abbett, Franklin Templeton.
Personal Life
Early Days: Taylor grew up with modest roots in a one red light town in Upstate NY. He’s from a large extended family where sports, music, and community were everything. Taylor’s mother was a statistics professor- so the emphasis on numbers and analysis was instilled at a very young age.
Now: Taylor has an awesome wife, two daughters, a son, and a dog named Cuse. He and his family spend their weekends outdoors playing sports and listening to music with friends and family.
Fun Fact: Taylor’s first job as a kid was picking blueberries on the family farm- at the ripe old age of 7 years old.
Giving Back: Taylor and his two siblings sponsor a college scholarship each year to the student from their home town that’s shown the most grit and tenacity in sports, as well as the classroom.
