Daniel is Taylor Morgan Capital’s founder, Managing Principal, and Chief Investment Officer. He has over 20 years of investment industry experience. He began his career in New York in Accenture’s Capital Markets Group where he helped launch their market data practice. His clients included UBS, Bank of America, Prudential, Wells Fargo and Reuters, among others. Prior to founding Taylor Morgan Capital, he worked as an independent consultant and was a quantitative investor in US and foreign index, metals and FX futures.
Daniel is an Executive MBA candidate (2025) at the University of Cambridge Judge Business School and holds a BBA in Finance from SMU in Dallas. He holds the Series 65 & 3 securities licenses and is a registered Investment Advisor Representative (Individual CRD# 4099224).
Jacqueline is Taylor Morgan Capital’s Chief Operations Officer. She has over 15 years of experience in financial management and alternative investments. Prior to joining Taylor Morgan Capital Management, she served as a Financial Analyst at West Partners responsible for identifying direct investment opportunities as well as conducting due diligence and monitoring of portfolio investments. Prior to West Partners, was a Senior Associate at a Boston-based boutique investment bank, Silverwood Partners LLC. Prior to Silverwood, she was employed by National Grid Plc as a Mergers and Acquisitions Analyst.
Jacqueline holds an MBA from Babson College FW Olin School of Business and a BBS in Biology from Minnesota State University, Moorhead.
Daniel is Taylor Morgan Capital’s founder, Managing Principal, and Chief Investment Officer. He has over 20 years of investment industry experience. He began his career in New York in Accenture’s Capital Markets Group where he helped launch their market data practice. His clients included UBS, Bank of America, Prudential, Wells Fargo and Reuters, among others. Prior to founding Taylor Morgan Capital, he worked as an independent consultant and was a quantitative investor in US and foreign index, metals and FX futures.
Daniel is an Executive MBA candidate (2025) at the University of Cambridge Judge Business School and holds a BBA in Finance from SMU in Dallas. He holds the Series 65 & 3 securities licenses and is a registered Investment Advisor Representative (Individual CRD# 4099224).
Jacqueline is Taylor Morgan Capital’s Chief Operations Officer. She has over 15 years of experience in financial management and alternative investments. Prior to joining Taylor Morgan Capital Management, she served as a Financial Analyst at West Partners responsible for identifying direct investment opportunities as well as conducting due diligence and monitoring of portfolio investments. Prior to West Partners, was a Senior Associate at a Boston-based boutique investment bank, Silverwood Partners LLC. Prior to Silverwood, she was employed by National Grid Plc as a Mergers and Acquisitions Analyst.
Jacqueline holds an MBA from Babson College FW Olin School of Business and a BBS in Biology from Minnesota State University, Moorhead.