Benjamin B. Taylor
btaylor@brickfinancial.com

Benjamin B. Taylor serves as the firm’s President and Chief Investment Manager and manages Brick’s Core and Balanced model portfolios. Ben provides leadership, strategic direction and oversight of the day-to-day operations of the firm. Ben has over 15 years of experience in the financial services business including research, security analysis and portfolio management. He began his career in financial services a consultant with KPMG Consulting. After KPMG and prior to founding Brick Financial, Ben worked for several years at the investment banking firm of Lehman Brothers. While at Lehman, he refined the value-oriented investment philosophy that he uses in guiding the portfolios of Brick Financial’s clients. Ben earned his B.A. from Lehigh University in Pennsylvania.  He is an active member in the New Jersey chapter of the National Association of Black Accountants (NABA), the CFA Institute (CFA) and is a CFA® candidate. He has also made progress toward a CFP® certification with The American College. Ben is active in his community and is a fitness enthusiast.