Taurus' team is comprised of dedicated and experienced investment individuals.
Bradford R. Peck
Founder & Managing Principal
Bradford Peck has over 25 years of portfolio management experience. Prior to founding Taurus in 2004, Brad served as a Managing Director at Neuberger Berman and General Partner at Weiss Peck & Greer. He is highly experienced in creating specialized investment strategies that meet the changing demands of the industry, and preserving client wealth in difficult markets. Additionally, since 1996, Brad has advised professional and retired athletes and is familiar with their unique needs.
Brad holds a B.S. in Economics from The Wharton School at the University of Pennsylvania. Brad serves on the Board of Directors and Investment Committee for the Jewish Board of Children and Family Services, as well as the Board of Directors and Investment Committee for the Randall’s Island Park Alliance.
Margery Z. Flicker
Principal, Chief Compliance Officer & Senior Portfolio Manager
Margery Flicker joined Taurus Asset Management at its onset in 2004. Previously, Margery worked as a General Partner at Weiss Peck & Greer for 17 years, as well as at Goldman Sachs and A.G. Becker. Margery’s background in investment research and portfolio management has informed her deep understanding of companies and stocks. Margery’s careful analysis and prudent investment strategies have produced strong returns for her clients, and in many cases for multiple generations.
Margery earned a B.A. in Psychology with honors from Indiana University, received a M.A. in Psychology from Columbia University, and graduated from the Harvard Radcliffe Program in Business Administration.
Steven B. Grossblatt
Principal, Senior Research Analyst & Portfolio Manager
Steven Grossblatt has more than 15 years of investment experience. Prior to joining Taurus in 2010, Steven served as Senior Research Analyst & Member of the Investment Committee at Armstrong Shaw Associates, as well as Managing Director at First Manhattan Co., and Associate Analyst at Deutsche Bank. Along with directing the equity research process at Taurus, Steven’s responsibilities include stock selection and portfolio construction. Steven consistently emphasizes high-quality companies with defensible business models, whose stocks trade at a discount to our estimate of intrinsic value.
Steven holds a B.S. in Human Communication Sciences from Northwestern University.
Scott L. Dynan
Senior Vice President & Portfolio Manager
Scott Dynan has spent over 20 years working with High Net Worth clients helping to build portfolios that achieve their financial goals . Prior to joining Taurus in 2019, Scott was a Vice President and Portfolio Specialist for Neuberger Berman. Previously he was an Associate Portfolio Manager at Citigroup Asset Management and Legg Mason, where he managed customized portfolios for High Net Worth individuals and institutions.
Scott holds a B.A. in European History from Washington and Lee University.