Taylor, a defined contribution (DC) specialist with knowledge in government DC and 529 plans, will be responsible for investment structure reviews, fee analyses and recordkeeping searches, as well as providing thought leadership on all aspects of the DC marketplace. He will be based at Callan’s headquarters in San Francisco and he will report to Lori Lucas, DC practice leader.
Prior to joining Callan, Taylor held several positions at R.V. Kuhns & Associates where he led most third-party administrator and recordkeeper vendor searches, oversaw dozens of DC-related projects and created what Callan said is one of the first open architecture 529 plan investment lineups in the industry. He is experienced in supporting a variety of client types, including: ERISA and non-ERISA DC plans, Taft-Hartley, pension trusts, high-net worth families, foundation and endowments and public defined benefit plans.
Taylor received his bachelor of arts degree in political science from Reed College in Portland, Oregon. He earned his master of international political economy & development degree from Fordham University and was named a Presidential Fellow.
Taylor also holds a master of public policy degree with a concentration in international trade and finance from the Harvard Kennedy School of Government and was one of the winners of the Harvard Business School Business Planning Competition for Social Enterprise. Taylor is also a level II candidate in the CFA program.
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