Profile
Ms. Taylor joined Capital Advisors in 2010.
She has wealth of experience in the financial services industry.
Former positions of Erika Taylor
| Companies | Position | End |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Corporate Officer/Principal | 2010-09-01 |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 2009-12-30 |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 2007-12-30 |
American Bank & Trust Co., NA (Davenport, Indiana)
 American Bank & Trust Co., NA (Davenport, Indiana) Major BanksFinance Part of Ambank Holdings, Inc. (Davenport, Iowa), American Bank & Trust Co., NA is a financial institution based in Davenport, IA. The company proudly serves communities in and around Davenport, providing excellent service and a dedication to the community. Ronald Joseph Lashute has been the CEO of the company since 1990. | Corporate Officer/Principal | 1999-12-30 |
| First Union Capital Markets Corp. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
| First Union Capital Markets Corp. | Finance |
American Bank & Trust Co., NA (Davenport, Indiana)
American Bank & Trust Co., NA (Davenport, Indiana) Major BanksFinance Part of Ambank Holdings, Inc. (Davenport, Iowa), American Bank & Trust Co., NA is a financial institution based in Davenport, IA. The company proudly serves communities in and around Davenport, providing excellent service and a dedication to the community. Ronald Joseph Lashute has been the CEO of the company since 1990. | Finance |
| Smith Barney & Co., Inc. | Finance |
| Wachovia Securities, Inc. | Finance |
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