Mrs. Caldwell joined Commonwealth Advisors in 1997. Mrs. Caldwell manages the operations and trading functions for the firm and maintains client portfolios. Previously, Mrs. Caldwell worked for the former Bank One Investment Management and Trust (currently J. P. Morgan Chase) in Columbus, OH and Houston, TX for five years, where she gained extensive experience in trading, operations, services, account administration and portfolio accounting systems. She received her Bachelor of Arts degree from Louisiana State University.
Portfolio Management
Compliance
Third Party Consultants
Fund Service Providers
Commonwealth Advisors
Tayler Schulte
315 Third Street
Baton Rouge, LA 70801
phone: 225.343.9342
email: info@common.com