Position: Junior Associate
Phone: +1 817 354 1090
LinkedIn: View Profile
Taylor Schaufel is a Junior Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Taylor is responsible facilitating US related services for clients residing in Asia. He specializes in client communication and account data and service management. Taylor brings value to the company by acting as a bridge between both the Hong Kong and Dallas locations, as well as a resource for international clients to interact with US business during local hours.
Prior to Leo Wealth, Taylor interned at 360 Mortgage Group where he worked in sales and project development. Taylor was also a member of the Energy Sector Investment Team for Iota Capital Management, the largest student run investment fund at McCombs School of Business at The University of Texas at Austin.
Taylor earned his Undergraduate Degree in Finance from The McCombs School of Business at The University of Texas at Austin. He is currently working on attaining his CFP Certification. Taylor married Anastasia Nekrashevych in October of 2022 and lives with her and their dog Mia in McKinney, Texas. They enjoy snowboarding and wakeboarding, as well as other outdoor activities.