PT Asset Management, LLC
Taylor Huffman, CFA, currently serves as a Client Portfolio Manager and Associate Director of Fixed Income at PT Asset Management, LLC since April 2020. Prior experience includes work as an Associate Trader at Legal & General Investment Management America from August 2018 to April 2020 and various roles at PTAM from June 2016 to August 2018, including Senior Advisor Consultant and Internal Advisor Consultant. Taylor began a career in finance with an internship at Ariel Investments in June 2015. Taylor holds a Bachelor of Arts degree from Princeton University, with studies completed at the Woodrow Wilson School of International and Public Affairs. Taylor graduated from Howland High School in 2012.
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PT Asset Management, LLC
PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and institutions. Our investment team uncovers compelling opportunities by looking beyond traditional metrics and applying a dynamic approach to evaluating the future total return of securities over various interest rate scenarios. As of March 31st, 2024, PTAM manages approximately $7.7 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors. Investing in bonds involves risk; including loss of principal. PT Asset Management (PTAM) is the advisor to the Performance Trust Funds, which are distributed by Foreside Fund Services, LLC. To learn more, please visit www.ptam.com.