Jonathan L. Taylor, CFA

Principal

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Jonathan serves as Principal and Equity Portfolio Manager at Palladium. His functions include investment selection, asset allocation, and trading. Prior to Palladium he worked for 9 years in financial analysis capacities at Fortune 500 companies.  Locally, he spent 6 years at the corporate headquarters of Dollar Tree Stores as a Financial and Real-Estate Analyst.  He is an alumnus of James Madison University with a BBA in Finance and earned the Charted Financial Analyst® designation in 2009.

Jonathan resides in Virginia Beach and enjoys international travel, golfing, and boating.

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Jonathan’s Contact Information:

contactwatermarkOffice: 757.305.1500
Direct: 757.305.1519
Toll Free: 866.495.6498
Fax: 757.305.1538

 

Email Jonathan: [hide_email jltaylor@palladiumllc.com]

JonathanT

 

Community Involvement

Downtown Norfolk Council,
Downtown 100

Lead Hampton Roads Alumni

Portsmouth Museum Foundation
Board Member