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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 35 years of portfolio management experience to high-net-worth individuals and institutional clients, Carolyn offers a wealth of investment expertise to WAM’s clients.

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.

Certifications and Education Requirements

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

Memberships

Carolyn is a member of Vistage !, an affiliate member of the Chartered Financial Analysts Society of San Diego B3 B4
Carolyn provided a decade of service to the San Diego Foundation’s Investment Committee %
Professional Advisory Committee (PAC) Member of the Jewish Community Foundation
Member of the San Diego Women’s Foundation (SDWF) #, and serves on the SDWF Finance Committee w
Carolyn is a founding member of National Advisors Trust Company; an advisor owned Trust Company with assets of $12 billion as of December 2017.
Fidelity Investments 2017 Executive Panel 32 as a contributor on the “Attracting Women Advisors to Your Firm” article.

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

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

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

Barron’s America’s Top 100 Women Advisors

Year(s): 2015

San Diego Business Journal Women Who Mean Business Awards Finalist

Year(s): 2015, 2016

San Diego Business Journal’s 2017 Business Women of the Year Awards Finalist

Year(s): 2017

Weatherly’s Accomplishments Under Carolyn’s Leadership

San Diego Business Journal’s List of Wealth Management Firms

Year(s): 2017

San Diego’s Top Wealth Management Firms in the San Diego Business Journal

Year(s): 2015, 2016

Top Wealth Manager by Bloomberg Wealth Manager

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

Financial Times 300 Top Registered Investment Advisors

Year(s): 2017, 2018


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

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