About Keith Taylor
Keith Taylor is a board member at BrightPlan Group.
Keith Taylor first appears on SEC filings in 2024.
Experience
This experience comes from Keith Taylor's profile and from SEC filings. For roles taken from filings, the years are when the filings name Keith Taylor in the role, so the role may have started earlier or lasted longer.
SA
Steward Partners Global Advisory Current
Board Member
2019 – Present
BrightPlan Group, Inc. Current
Board Member
Board Observer (2017 – Present)
2017 – Present · Boca Raton, FL
Financial planning tools for employers to offer their employees.
TG
The Cynosure Group Current
Managing Director
2016 – Present
SM
Savant Capital Management Current
Board Member
2016 – Present
AL
Avalon Advisors, LLC Current
Board Member
2011 – Present
BG
BrandBank (GA)
Board Member
2011 – 2018
TG
The Carlyle Group
Managing Director
2007 – 2016
GS
Goldman Sachs
Vice President
2005 – 2007
JM
J.P. Morgan
Vice President
1998 – 2005
Key Colleagues at Startups
The people Keith Taylor works with at each company, as listed on that company's latest Form D.
BrightPlan Group, Inc. · Form D, Sep 8, 2026
NK
Naomi Kantrowitz
Executive officer
Diane Strohfus
Board Member
Joseph Vangsgard
Chief Marketing Officer
Jennifer Krusius
Board Member
Krutarth Shah
Chief Development Officer
AW
Adam Whitaker
Board Member
LR
Larry Robinson
Chief Product Officer
JK
J. Kerckhoff
Board Member
JV
Joelle Vail
Chief Revenue Officer
Grace Garry
Chief Financial Officer
CC
Charles Carmel
Board Member
MB
Marthin De Beer
Founder & CEO, director