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Taylor Huffman, CFA
Client Portfolio Manager

Taylor acts as PTAM’s Client Portfolio Manager, serving as a liaison between investments, marketing, and sales. She is responsible for investment strategy updates and portfolio communications for all three mutual funds. Taylor additionally leads production of various
portfolio and market commentary as well as dedicated strategy content.

Taylor worked in mutual fund distribution at PTAM before being promoted to Client Portfolio Manager. Prior to PTAM, Taylor was a Multi-Asset Trader at LGIM (Legal & General Investment) America, where she traded equities, sovereign fixed income, derivatives, and foreign exchange.

Taylor received a Bachelor of Arts from the Princeton School of Public and International Affairs from Princeton
University. She is also a CFA charterholder.

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