Blake Taylor

Background

About Blake Taylor

I specialize in increasing the competitive footprint of Investment Management companies, bringing a new vision and focus to business development and marketing efforts, and serving as a trusted resource to field teams and clients. I operate on two guiding principles:"How can we deliver best-of-breed solutions to retail and institutional clients, and successfully leverage the strengths of our products to create strategic entanglements?""How can we align financial professionals around a passionate vision for the future, and ensure that we're all rowing in the same direction?" I'm no stranger to establishing niche players within the most competitive U.S. marketplaces. In my most recent capacity as VP at Anchor Capital, I raised over $1.8B and originated coverage across a Southeast region covering 16 U.S. states. I spearheaded the InvesTeam initiative at J.C. Bradford which grew AUM by $2.8B in 3 years, and controlled marketing efforts across 30 branch offices and 300+ brokers in the process. Key Strengths: Organization Building, Producing Profitable and Sustainable Business Partnerships throughout the Broker Dealer and Regional Bank Community, Creating Opportunities to Align with Complimentary Client Themes and Goals My journey in this industry is all about "living the values"- holding myself and others accountable for acting with integrity in all customer and industry engagements.