Lily Taft
Portfolio Manager-Equities at Main Street Research LLC
Profile
Ms. Lily Taft, CFA, is a Portfolio Manager at Main Street Research LLC.
She is actively involved in decision-making related to managing, executing, and implementing trading strategies and also leads the firm’s ESG (Environmental, Sustainable, and Governance) research efforts.
Her previous experience includes work with Shelton Capital Management.
Ms. Taft earned her Bachelor of Science Management in Finance and Management from Tulane University's A.
B.
Freeman School of Business.
She is also a CFA charter holder.
Lily Taft active positions
| Companies | Position | Start |
|---|---|---|
Main Street Research LLC
 Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Portfolio Manager-Equities | 2020-08-31 |
Training of Lily Taft
| Tulane University (Louisiana) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Main Street Research LLC
Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Finance |
- Stock Market
- Insiders
- Lily Taft
