Taylor McNamara

Taylor McNamara has a diverse work experience spanning multiple roles and companies. They started their career at Saint Louis University as a Student Manager at AGP from August 2008 to May 2012. Following this, they joined Financial Foundation Group as a Financial Professional from June 2012 to January 2013. They then worked at Protective Life as an Internal Annuity Wholesaler from April 2013 to October 2013. In 2014, they joined Fidelity Investments, first as a Financial Representative from May 2014 to October 2014, and then in the Private Client Group from October 2014 to January 2016. Taylor then joined Fund Evaluation Group, LLC, where they held various roles including Institutional Client Development Associate from January 2016 to December 2016, Senior Institutional Business Development Analyst from January 2017 to July 2021, Manager of Content from July 2021 to December 2021, Client Development Manager from January 2022 to November 2022, and currently as Vice President, Client Development since November 2022.

Taylor McNamara obtained their Bachelor's degree in Integrated Marketing Communications and Marketing from Saint Louis University, where they attended from 2008 to 2012. Before that, they earned their High School Diploma from Notre Dame Academy between 2004 and 2008. In addition to their educational background, Taylor has obtained several certifications. Taylor holds the CFA Institute Investment Foundations Certificate from the CFA Institute, which they received in April 2018. Taylor also obtained the Series 63 and Series 7 certifications from the FINRA (Financial Industry Regulatory Authority) in June 2014. Furthermore, Taylor holds a Life and Health Insurance License from the DEPARTMENT OF INSURANCE FOR STATE OF KENTUCKY, which they obtained in November 2011.