Wally Taggart

Wally Taggart

Wally Taggart

Portfolio Manager

Wally Taggart began his investment career with Paine Webber in 1963, becoming one of the first brokers in Indianapolis to use options and to become a Registered Options Principal with the CBOE. He spent over 30 years as a broker and in branch management with Paine Webber, Dean Witter, and Morgan Stanley. Wally claims he is most famous for being a successful street racer in his father’s Hudson Hornet—on the west side of Chicago in the mid-fifties!

After a decade of “retirement,” he was easily persuaded to come back to work and help with trading.