Jim Taylor

Regional Commissioners and Commissioner at Clan Irwin Association Inc

Location:
10 Harbor Blvd., Ventura, California, United States
Company:
Clan Irwin Association Inc
Wrong Jim Taylor?

Last Updated 10/23/2017

General Information

Employment History

Regional Commissioners and Commissioner  - James

Adjunct Professor  - University of South Florida

Property Manager and Maintenance Director  - Equity Residential

Education

B.S.  - Management and Economics , University of Pittsburgh

MBA  - Finance , Duquesne University

PhD  - University of South Florida

Affiliations

Member  - Tampa Bay CFA Society

Web References  

Clan Irwin :: Leadership

Jim Taylor - Regional Commissioner
Ph. (813) 766 - 6400

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Clan Irwin Association

James I. Taylor, Southeast
(803) 766-6400

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http://www.oakfordparkcapital.com/about.html

Jim Taylor Bio
Jim is President, CEO and CCO of Oakford Park Capital and has 25 years of experience in the financial industry. Jim gained much of his expertise while serving in multiple roles in the industry including as Director of Equities for a large cap equity mutual fund and managing equity and fixed income portfolios in excess of $100 million in assets. He also managed an NYSE and Wall Street Journal-Listed Mutual Fund. Jim was Vice President of Business Development for PNC and First National Bank of PA. His experience also includes security analysis, portfolio management and quantitative analytics. He has also worked in Financial Risk & Analysis for KPMG and PwC. He was also part of Business Development teams raising nearly $1 Billion in Institutional, Public Pension, HNW, Brokerage, and Separate Account assets for two mid-market Registered Investment Advisory firms. Jim was Quantitative Market Risk Analyst for Raymond James Financial, overseeing $1 Billion in Institutional and Retail Fixed Income and Equity inventories while calculating and reporting daily VaR and PV01 risk to the President & CEO. Jim is a graduate of the University of Pittsburgh with a B.S. in Management and Economics and holds a MBA in Finance from Duquesne University in Pittsburgh. He was also the recipient of a scholarship to Carnegie-Mellon's Graduate School of Business, Entrepreneurial Management Program. Jim is working towards his PhD at the University of South Florida. Jim has served as an Adjunct Professor of Finance in the MBA Graduate School of Seton Hill University, an Adjunct Professor for Eckerd College, and is currently an Adjunct Professor at the University of South Florida, Center for Entrepreneurship. Jim has been a regular member of the Chartered Financial Analyst - CFA Institute since 1994 and is a member of the Tampa Bay CFA Society. He currently holds a FINRA Series 65 Investment Advisor Representative License. Jim Taylor President & CEO

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