Howard Tripp Taylor, CFA, Managing Director, joined the firm in 2003. As a Wealth Advisor, Tripp works closely with his clients to develop personalized investment solutions to meet their long-term financial goals. Previously, he held positions at Rochdale Investment Management, Citigroup Private Bank and John Hancock Funds. Tripp received a BBA from the University of Texas at Austin and an MBA from Thunderbird, The American Graduate School of International Management. He holds the designation of Chartered Financial Analyst and is a member of the Investment Analyst Society of San Francisco and the Association of Investment Management and Research. Tripp was named #44 in California on Barron’s Top 1,200 Financial Advisors list in 2015.
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