Lily Taft

CFA

Portfolio Manager

Lily adds depth and a data driven mindset to our team’s portfolio management and research process. She also brings a client centric attitude to work everyday, where she serves on the Investment Policy Committee, analyzing client specific asset allocations, sector exposures and security selections. She is actively involved in decision making related to managing, executing, and implementing trading strategies. In addition, Lily reviews and monitors daily updates and news from the firm’s outside research partners. Lily also leads our firm’s ESG (Environmental, Sustainable, and Governance) and crypto currency research efforts.

Lily is a CFA charter holder: a highly regarded designation and one of the highest distinctions in the investment profession. She is an active member of the CFA San Francisco Society and participates in various regional investment clubs.

Lily’s previous experience includes work with Shelton Capital Management, as well as Main Street Research where she started as an intern and quickly progressed her professional capabilities to becoming one of Main Street’s essential portfolio managers.

Lily is a graduate of Tulane University’s A. B. Freeman School of Business with a Bachelor of Science Management (BS) in Finance and Management. She co-authored several Burkenroad Reports during her tenure, which covered companies under-followed by Wall Street. While a student at Tulane, Lily also served as an active member of the Darwin Fenner Student Managed Fund, which was allocated capital to invest on behalf of Tulane’s $1.3 Billion Endowment.

Outside of the office Lily enjoys skiing, hiking and any opportunity to enjoy the outdoors, especially in Lake Tahoe.

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