Taylor Tenison Stokes, CFA

Managing Director
(864) 450-9051

Mr. Stokes is primarily responsible for the firm’s investment strategy and portfolio construction. Mr. Stokes has over 20 years of experience in the investment advisory industry. He is a graduate of the University of South Carolina where he earned both his BS in Business Administration and an MBA. In addition, Mr. Stokes is a Chartered Financial Analyst and member of the CFA Institute.

Biography