About the Author

Eric W. Taylor, CFA

Group Vice President and Head of Investment Implementation and Investment Advisory Services

Eric is responsible for ensuring that Wilmington Trust’s investment thinking is implemented in client portfolios. He has direct management responsibilities for investment planning, account management and compliance, trading of centralized portfolios, product management, and investment application support. He oversees the investment activities of more than 60 investment advisors.

Eric serves on the firm’s Investment Committee, the Portfolio Management Committee, and is the team lead for the Performance Monitoring Team, which evaluates the performance of the proprietary and third-party managers on the firm’s platform. He is also a member of the Investment Product and Services Committee that oversees the firm’s offering.

Prior to joining M&T Bank, which acquired Wilmington Trust in 2011, Eric served as a trust officer at Tompkins Trust Company in Ithaca, New York, where he managed trust client relationships and also had responsibilities related to the company’s asset allocation decisions and U.S. equity portfolio.

Eric holds an MBA from The Johnson School of Management at Cornell University and a bachelor’s degree in policy analysis and management from Cornell University. He is a CFA® charterholder.

He is active in the community and is a member of the community advisory board for the Paleontological Research Institution, a natural history museum in Ithaca.


By the Author

3 Portfolio Risks That Could Be Hazardous to Your Wealth

Eric W. Taylor, CFA |
Investment Management
Portfolio Risk NC.jpg

In managing an investment portfolio aimed at both preserving and growing wealth, it’s critical to periodically revisit the various forces that could present a threat to those goals. We look at the risk of losing your money. Then we explore the risk of outlasting your money.  Followed by a discussion of the risk of diluting your money.Assuming a 2.

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Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor, CFA |
Investment Management
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In this investment insight, we explore:How investing has evolved in recent years.The need to prioritize among essential, fundamental, and supplemental goals.How assigning “success probability targets” helps further goal achievement.The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management.

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