Bryan C. Taylor, CFA
Chief Executive Officer & Chief Investment Officer
Professional
Mr. Bryan Taylor is a Cornerstone Principal and currently serves as Chief Executive Officer and Chief Investment Officer of the firm. He has over 25 years of experience in portfolio management and design. Mr. Taylor oversees all operations and is Chairman of the Cornerstone Investment Committee.
Experience
Mr. Taylor joined Cornerstone in 1997 as a Financial Analyst. He later assumed the role of Portfolio Manager and Principal. Mr. Taylor began his career with a national brokerage firm where he passed his General Securities Registered Representative exam and gained portfolio management and design experience. Mr. Taylor is a frequent writer and speaker on the global economy and US markets. He has been a conference speaker at Christian Leadership Alliance, Association of Business Administrators Christian Colleges (ABACC), Council for Christian Colleges & Universities (CCCU), Missio Nexus and other Christian nonprofit seminars across the country. In 2023, Mr. Taylor was appointed to the Board of Directors of the American Council on Gift Annuities (ACGA) and will serve a three-year term.
Education
BS Business Administration: Finance, Presidential Scholar, Summa Cum Laude, Bryan College, Dayton, TN – 1995
Chartered Financial Analyst ® (CFA) – 2003
Personal
Mr. Taylor lives on a farm with his wife Christy and four children Brent, Cole, Ann and Clay. He enjoys reading, writing, ALL sports and spending time with family and friends.
Professional Awards
This award was issued on 9/1/23 by Five Star Professional (FSP) for the time period 11/14/22 through 5/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,209 Atlanta-area wealth managers were considered for the award; 237 (7% of candidates) were named 2023 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.
