The Team
Taylor Herzog, CFA®, CAIA®
Founding Partner | Senior Wealth Adviser | Chief Investment Officer
Experience
Mr. Herzog has over 20 years of experience in wealth, investment, risk, and technology management. He holds CFA and CAIA designations, completed a finance degree at Texas Christian University in two years, and finished first in the BankCEO competition at SMU’s South West Graduate School of Banking.
From 2006 to 2014, he served as an investment research analyst and technology solutions architect at a $1 billion AUM RIA. He oversaw investment policies, manager due diligence, portfolio management, and capital market projections, while also designing and managing the firm’s SaaS platform for reporting, trading, and CRM.
From 2014 to 2016, he served as a senior enterprise risk analyst focusing on Model Risk Management at a $13 billion AUM financial services holding company, ensuring model compliance across lending, interest rate risk, and mortgage models.
From 2018 to 2020, he was Chief Investment Officer at a $300 million AUM RIA, leading the research team, trading desk, asset allocation models, and investment technology.
Currently, Mr. Herzog is the Chief Investment Officer of Valinor Wealth Management, a $600+ million AUM SEC RIA, working as a financial advisor, portfolio manager, and Outsourced Chief Investment Officer.
Andrew Herzog, CFP®, EA®
Financial Planning Consultant
Experience
Northwestern Mutual
The Watchman Group
Specialties
Financial Planning
Estate Planning
Tax Planning
Education
Certified Financial Planner
Enrolled Agent
Bachelors from University of Dallas
Sir Finley Ivan MacDonald
Chief Morale Officer
As the Chief Morale Officer, Sir Finley Ivan MacDonald oversees all workplace wellness, stress mitigation, and employee satisfaction initiatives.
With a distinguished background in advanced cuteness and strategic napping, this tenacious Yorkipoo brings unparalleled energy to the office.
He specializes in comprehensive mood management and is highly bullish on belly rubs. His daily responsibilities include greeting VIPs, optimizing the firm’s portfolio of squeaky toys, and ensuring strict compliance with mandatory afternoon break times.
He is highly proactive in risk management, regularly conducting rigorous perimeter audits in the backyard multiple times a day to hedge against potential squirrel incursions.
Prior to his appointment as CMO, Sir Finley developed a reputation for his elite interpersonal skills and his ability to pivot seamlessly between high-energy zoomies and focused desk-side lounging.
When he is not actively boosting office sentiment or advising on treat allocation, he enjoys long rests on comfortable surfaces and aggressively monitoring the front door for incoming deliveries.
Our Team’s Credentials
Our team's industry credentials showcase our dedication to continuous learning and the highest professional standards.
Certified Financial Planner Certification
The Certified Financial Planner (CFP®) certification is a prestigious title that represents a high level of competency, ethics, and professionalism in the field of financial planning. It is awarded to individuals who have met rigorous qualification criteria, typically set by a recognized professional body in the financial services industry.
Chartered Financial Analyst Designation
A chartered financial analyst (CFA®) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Chartered Alternative Investment Analyst Designation
Chartered Alternative Investment Analyst (CAIA®) is a professional designation granted by the Chartered Alternative Investment Analyst Association to candidates who have completed Level I and Level II examinations. The Chartered Alternative Investment Analyst Association has established the designation of CAIA to certify that the holders have met the association’s educational standard for specialists in the area of alternative investments. The alternative investments that a Chartered Alternative Investment Analyst is trained to assess include hedge funds, venture capital, private equity, funds of funds, derivatives, and real estate investments.
Southwestern Graduate School of Banking
The SW Graduate School of Banking Foundation at SMU is the first name in banking education, bank management training and bank director training programs. Thousands of financial services professionals have attended its banking management programs since its founding in 1957. Its banking industy participants fill the senior ranks of financial institutions, bank regulatory agencies, and bank-affiliated organizations throughout North America and abroad. Partnered with Southern Methodist University's renowned Edwin L. Cox School of Business, the Foundation offers bank management education at the corporate level. The Mission of the SW Graduate School of Banking is to be the Most Trusted Educational Source for Loan Officers, Bank Directors, Regulators, Commercial Lenders, Operations Officers, Marketing Officers and Management Professionals.
Contact Us
Call/Text: 469-480-7904
Email: info@valinorwealth.net
Home Office
5851 Legacy Circle
6th Floor
Plano, TX 75024
Mailing Address
5900 Balcones Drive
#26458
Austin, TX 78731
Disclaimer
This website is not an offer or solicitation in any jurisdiction in which the firm is not registered. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. The services, securities and financial instruments described on this website may not be suitable for you, and not all strategies are appropriate at all times. Investments involve risk and are not guaranteed. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.
Valinor Wealth Management is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor . Registration does not imply a certain level of skill or training. Information about the firm including the Customer Relationship Summary is available on the SEC’s website at www.adviserinfo.sec.gov. Information about our privacy policy is located here.