June 1, 2021 The Weatherly Team is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). As an essential business, we have been navigating dynamic local and state guidelines, consistently prioritizing the health of clients and our team. While we continue to primarily engage virtually with clients, our team has been making preparations for anticipated state reopening plans and timelines. Calls continue to be routed appropriately to ensure your ability to connect with our team.

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About Us

Carolyn P. Taylor

President, Founding Partner


Carolyn P. Taylor, majority owner of the partnership, is personally and professionally committed to providing comprehensive high-quality investment management services to clients of Weatherly Asset Management. With over 39 years of portfolio management experience to high-net-worth individuals and institutional clients, Carolyn offers a wealth of investment expertise to WAM’s clients.

Under Carolyn’s leadership and strategic vision, Weatherly focuses on creating the ideal client experience and improving clients’ world through problem solving, impact and change on their business, family and community. She leads the Weatherly team by design in our industry for focusing on perpetual innovation, technology, mentoring and human capital development.

Carolyn is a founding member of National Advisors Trust Company (NATC), an advisor owned Trust Company with assets of $11.94 billion as of December, 2019. Carolyn provided a decade of service to the San Diego Foundation’s Investment Committee % and was also included in the Fidelity Investments 2017 Executive Panel 32 as a contributor on the “Attracting Women Advisors to Your Firm” article.

Carolyn is an engineer by training, having received her B.S. and B.A. from Stanford University. Her analytical training was initially as an Investment Banker in public finance for Dean Witter Reynolds, Inc. in New York. Carolyn managed over $1 billion in assets during her previous experience as a portfolio manager at Neuberger & Berman in New York and, prior to that, at Payden & Rygel Investment Counsel in Los Angeles. In June 1994, Carolyn relinquished responsibilities at Neuberger & Berman to devote her full attention as President and Chief Investment Officer at Weatherly Asset Management, which began managing client funds in December 1994.

Outside of Weatherly, Carolyn can be found spending time with her family, staying active outdoors hiking or taking an ocean swim, or enjoying a glass of wine.

Education:

Stanford University, California
B.S. – Industrial Engineering
B.A. – International Relations

Professional Development:

Vistage Executive Leadership ProgramG 2/17-12/17 through Stanford Graduate School of Business
Coursework: Strategic Leadership, The Innovation Playbook: Designing Stories for Impact and Designing Organizations for Creativity and Innovation

Certifications:

License(s): Series 65 D
Exams: Series 3 (inactive) and Series 7 (inactive)

Active Memberships:

Vistage !
Affiliate member of the Chartered Financial Analysts Society of San Diego B3 B4
San Diego Women’s Foundation (SDWF) # and SDWF Finance Committee w

Awards and Accomplishments:

Worth Magazine’s Top Financial Advisors List

Year(s): 2001, 2002, 2004, 2006, 2007, 2008 (the last year of the list)

Five-Star Best Personal Wealth Manager Award

Year(s): 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, and 2021

“Woman of the Year” for the San Diego Magazine Finalist

Year(s): 2014, 2015, 2016,2017 and 2018

Barron’s America’s Top 100 Women Advisors

Year(s): 2015, and 2020

San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist

Year(s): 2015, 2016, 2017, 2018, 2019, and 2020

Forbes Best-In-State Wealth Advisor (Shook Research)

Year(s): 2019, 2020, and 2021

Barron’s Top 1200 Advisors

Year(s): 2020, 2021

Forbes Top Women Wealth Advisor (Shook Research)

Year(s): 2020, and 2021

Weatherly’s Accomplishments Under Carolyn’s Leadership:

San Diego Business Journal’s List of Wealth Management Firms

Year(s): 2016 (FY’15), 2017(FY’16), 2018(FY’17), 2019(FY’18), 2020(FY’19)

Top Wealth Manager (Bloomberg Wealth Manager)

Year(s): 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010

Financial Times 300 Top Registered Investment Advisors

Year(s): 2017, 2018, 2019, 2020

Inc. 5000: The Fastest-Growing Private Companies in America

Year(s): 2019


For more information about educational requirements, professional certifications, and professional designations, click here.

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