Birmingham will market the firm’s existing strategies and new investment vehicles to pension plans, endowments, foundations and their consultants. He has previous experience calling on financial intermediaries and multiple channels across the investment advisory market segment, the company said in a statement.
Before joining Taylor Investment Counselors, Birmingham marketed generational wealth transfer strategies to high-net-worth clients as a vice president at the Coyle Company. Previously, he oversaw the broker/dealer sales channel and managed the internal distribution group serving financial consultants as a managing director in the institutional services group at Windhaven Investment Management. He was also a member of the investment committee.
Taylor Investment Counselors, in Boston, is an asset management firm with experience managing portfolios of master limited partnerships. More information is at www.taylorinvestments.com.
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