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.