Our group of Investment Managers and Representatives have more than 40 years of industry experience with various backgrounds of expertise. We're here to help all of our clients and their unique needs related to their financial and investment needs. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.
We succeed, when you succeed.
Dr. Taylor Bio
Jim is President, CEO and CCO of Oakford Park Capital and has 25 years of experience in the financial industry.
Jim gained much of his expertise while serving in multiple roles in the industry including as Director of Equities for a large cap equity mutual fund and managing equity and fixed income portfolios in excess of $100 million in assets. He also managed an NYSE and Wall Street Journal-Listed Mutual Fund. Jim was Vice President of Business Development for PNC and First National Bank of PA.
His experience also includes security analysis, portfolio management and quantitative analytics. He has also worked in Financial Risk & Analysis for KPMG and PwC. He was also part of Business Development teams raising nearly $1 Billion in Institutional, Public Pension, HNW, Brokerage, and Separate Account assets for two mid-market Registered Investment Advisory firms.
Jim was Quantitative Market Risk Analyst for Raymond James Financial, overseeing $1 Billion in Institutional and Retail Fixed Income and Equity inventories while calculating and reporting daily VaR and PV01 risk to the President & CEO.
Jim is a graduate of the University of Pittsburgh with a B.S. in Management and Economics and holds a MBA in Finance from Duquesne University in Pittsburgh. He was also the recipient of a scholarship to Carnegie-Mellon’s Graduate School of Business, Entrepreneurial Management Program. Jim is currently enrolled in the Graduate Cybersecurity Certificate Program at the University of South Florida. He also holds a PhD in Curriculum & Instruction LCACHE from the University of South Florida.
Dr. Taylor has served as an Adjunct Professor of Finance in the MBA Graduate School of Seton Hill University, an Adjunct Professor for Eckerd College, and is currently an Adjunct Professor at the University of South Florida, Center for Entrepreneurship.
Jim has been a regular member of the Chartered Financial Analyst - CFA Institute since 1994 and is a member of the Tampa Bay CFA Society. He currently holds a FINRA Series 65 Investment Advisor Representative License.