Taylor Schaufel

Junior Associate at Leo Wealth

Taylor Schaufel is a finance professional with experience in investment analysis and product development. Currently serving as a Junior Associate at Leo Wealth since January 2023, Taylor previously worked at Iota Capital Management, LLC, from August 2017 to August 2019 as a Junior Analyst, where responsibilities included analyzing financial metrics in the energy sector and pitching renewable energy stocks for portfolio inclusion. Prior experience includes a Business Analyst Intern position at 360 Mortgage Group, LLC, where Taylor contributed to product development and supplier negotiations while gaining insights across various departments. Taylor holds a Bachelor of Business Administration in Finance from The University of Texas at Austin, earned in May 2022.

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