Taylor Jason Fucci

Employer firm

Heritage Investors Management Corp CRD 110420

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2026 → Present
  Heritage Investors Management Corporation
  Bethesda, MD
• 06/2025 → 08/2025
  Wells Fargo
  New York, NY
• 03/2020 → 06/2024
  Bny Mellon
  Boston, MA
• 10/2018 → 02/2020
  State Street
  Boston, MA
• 08/2016 → 10/2018
  State Street
  Boston, MA
• 08/2024 → 05/2026
  Cornell University
  Ithaca, NY

Designations

• Chartered Financial Analyst