Philip J. Taylor, CFA

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Philip J. Taylor, CFA

Philip is a Managing Director in the Investment Banking Group at Lazard. In this role he is responsible for structuring and distributing exchanges in corporate convertible securities. Prior to this role, he managed a $1bn portfolio at RBC Capital Markets, and has a successful nineteen-year track record in portfolio management. He has served as Chair of both the Market Integrity Committee and Alternative Investments Committee at CFANY, and has contributed to high-level discussions at the SEC regarding changes in trading regulations. Taylor has also published several articles in major hedge-fund research sites. Prior to RBC, he worked at three major hedge funds after starting his career at Bankers Trust. He holds a Masters degree in Mathematics and Management Studies from the University of Cambridge, and has held his CFA designation since 1998.

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