Taylor Greenleaf
Senior Director, Wealth Management
By striving to harness the power of impactful investments, Taylor helps his clients align their investments and financial plans with their values and causes.
Taylor is a Senior Director, Wealth Management at Choreo, bringing over 25 years of experience in the financial services industry. Prior to joining Choreo, he was a Principal at Enso Wealth Management, where he played a key role after merging his own firm in 2017. Taylor originally founded Greenleaf & Burleson Wealth Management LLC and built it into a successful practice before its acquisition by Enso. Earlier in his career, he served as an Investment Advisor and Registered Representative with PaineWebber and UBS.
Taylor specializes in helping clients align their investments and financial plans with their values and causes. His expertise spans investments, portfolio management, private equity, alternative investments, asset allocation, venture capital, estate planning, mergers and acquisitions, and wealth management. He has earned a strong reputation for
guiding families through life's most challenging transitions, such as empowering clients to make informed decisions during a divorce or providing emotional and financial support after the loss of a loved one.
Beyond his professional work, Taylor serves as a board member for Levi Leipheimer's King Ridge Gran Fondo. An avid outdoor enthusiast, he spends time with his family, traveling, cycling, skiing, running and embracing life's many adventures.
EDUCATION
- B.S., Political Science and Economics, Lewis and Clark College
