Mr. Taylor, Senior Consultant, joined Wurts & Associates in 2010. He provides institutional clients with well-developed investment solutions and strategic advice built on his particular expertise in the areas of asset allocation and alternative investments. Prior to joining us, Mr. Taylor held positions as Chief Investment Officer and Managing Director for the Threshold Group in Gig Harbor, WA and New York, NY and as Managing Director and Client Advisor for Ashbridge Investment Management in Philadelphia, PA. As an investment professional and lead client advisor for the last 12 years, Jason has experience working with many foreign, public and philanthropic organizations, as well as private clients.
Mr. Taylor has significant experience working with foundations to integrate their mission into all areas of their investment portfolios. Mr. Taylor is the firms subject matter expert on program-related investments (PRIs) and social responsible /ESG investing, having built a network of valuable contacts in this space, and having authored white papers and client educational sessions on these subjects. In his previous engagement with Threshold Group, Mr. Taylor worked closely with the Russell Family Foundation and a number of like-minded foundations in the region to collaborate on a new initiative to allocate a meaningful portion of their assets to PRIs. Mr. Taylor also has been a member of the Social Investment Forum since 2000.
Mr. Taylor attended Kingston University in London, England, graduating with honors in 1993. He earned a Bachelor of Arts in Economics and German and also studied a year in Konstanz, Germany while completing his degree.