San Luis Obispo, California-based Taylor Frigon Capital Management, an investment management firm, has appointed James McConaghy to head its institutional sales efforts. Previously, McConaghy worked at Eaton Partners in London where he covered Investors in Europe.
SAN LUIS OBISPO, CA, August 8, 2017 — Taylor Frigon Capital Management, an investment management firm based in San Luis Obispo, CA, has hired James McConaghy to head its Institutional Sales efforts.
Mr. McConaghy was most recently with Eaton Partners in London where he covered investors across Europe. Previously Mr. McConaghy was Vice President at Credit Agricole (Calyon) in the Private Funds group, where he focused on distribution to European institutional investors. Prior to Credit Agricole, he was in Boston at Eaton Vance in the managed accounts group.
According to Gerry Frigon, President and CIO of Taylor Frigon Capital Management, “We are extremely excited to add someone with the depth of experience in the institutional investment world that James possesses, especially as we begin our effort towards attracting institutional clients to our distinct investment management services.”
Although Mr. McConaghy spent the last 15 years in London, he is a San Luis Obispo, CA native and graduated from UC Santa Barbara. James says, “It’s the perfect homecoming to find a group of such a high caliber who manages money in-house, including one of the only mutual funds on the Central Coast. This team has spent many years planning for the future and are well-positioned to enter the institutional investor space.”
About Taylor Frigon Capital Management
With its roots dating back to 1988, Taylor Frigon is a respected leader in investment management headquartered in San Luis Obispo, CA, with offices in San Francisco and Santa Barbara. Taylor Frigon believes they have a particularly strong offering for institutional investors due to its nimble, highly experienced in-house research team and its ability to find investments on the cutting edge. The firm’s strategy is long-term focused investments, managed in four different strategies: Core Growth Strategy, Income Strategy, Aspire Strategy, and Israeli Innovation Strategy. Taylor Frigon recently launched its first mutual fund, and offers venture capital opportunities as well. More information can be found at taylorfrigon.com and taylorfrigonfunds.com.