Leila Taylor, Vice President, with Vios Advisors at Rockefeller Capital Management, joined the team in 2012 and brings over seven years of financial industry experience to the team. In her role, she interacts with clients daily to ensure high-touch, personalized service throughout every stage of the client engagement process with the ultimate goal of achieving financial goals and objectives.
Leila’s primary responsibilities include equity and fixed income trading, implementing client portfolio allocations, account management, and maintaining the Custom client portfolio model.
Leila earned her Bachelor’s degree in Education in 2002 from Illia Chavchavadze State University in Tbilisi, Georgia. In 2004, she received her Master’s degree in Translation and Interpretation from Georgian Technical University in Tbilisi, Georgia as well.
Leila currently holds her Series 7, 63, 65 and 99 licenses.
Leila resides in Salt Lake City with her husband, Steve, and two sons, Niko, 6 and Luka, 10.
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