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Andrew T

CFA®, Series 63

Collierville, TN

Evolutionary Tree Capital Management, LLC

Andrew Taylor is a CFA® charterholder with 23 years of industry experience. He currently serves as an advisor at Evolutionary Tree Capital Management, LLC, having joined the firm in 2023. His prior experience includes roles at Finalis Securities LLC, Growth Capital Services Inc., Patrick Capital Markets, LLC, Trestle Point, LLC, and Cumberland Partners, LLC. Evolutionary Tree Capital Management provides discretionary portfolio and investment management to individuals, family offices, estates, trusts, retirement plans, and institutional clients. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining bottom-up fundamental research with industry and ecosystem analysis.

Concentrated stock management Active portfolio management ESG / Sustainable investing
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