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Cooper T
CFA®
Durham, NC
Sounding Line Wealth Management, LLC
Cooper Taylor is a CFA® charterholder with one year of experience at Sounding Line Wealth Management, LLC. Prior to founding Sounding Line, he worked four years at Salem Investment Counselors, Inc., and held investment roles at the University of Michigan Investment Office and Indiana University. Sounding Line Wealth Management is an independent registered investment adviser providing discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a blended investment approach that integrates various analytical methods and offers individualized portfolio management with accounts custodied at Schwab Institutional.
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