Our Team.
This is your Team page. It's a great space to introduce your team and talk about what makes it special, such as your culture and work philosophy. Don't be afraid to illustrate personality and character to help users connect with your team.
TAYLOR MARTIN
Co-Founder, President
Hailing from San Antonio, TX Taylor Martin currently works as a Portfolio Management Analyst at JP Morgan, where she specializes in managing investment portfolios for private clients, endowments, and foundations. In this role, she executes trades and conducts portfolio analyses with the goal to maximize portfolio returns and reduce risk.
Taylor graduated from the University of Texas at San Antonio with a B.B.A. in Finance and earned a Business Analytics Certification from Harvard Business School.
DALLIS MEEKS
Co-Founder, Vice President
Dallis Meeks, was born and raised in Austin, Texas. She specializes in Budgeting and Forecasting working as a Financial Planning Analyst within the Corporate Segment of Argo Group International Holdings. Dallis reviews financial results, identifies trends and provides recommendations to reduce costs and improve financial performance. She also facilitates Group-wide Expense Planning, Forecasting and Reporting in addition to providing value-add support to Functional Leadership, including expense analytics, resource planning, and other ad hoc reporting.
In 2019, Dallis received her Bachelors of Business Administration in Finance from the University of Texas at San Antonio.