Utica Capital Management Staff
Bob Taylor
Bob has been in the financial services industry since 1971. As Utica Capital Management has grown under his leadership, he’s made his clients feel like family, and he has brought his own family into the business. Through the years, Bob has seen investment fads come and go. Through it all, he’s stuck to a conservative asset management philosophy; he wants Utica Capital’s clients to avoid unnecessary risk and the uncertainty that goes with it. Now multiple generations of families invest with his company.
Rob Taylor
A skilled problem-solver, Rob has literally “grown up” in the family business. Rob's conscientious nature guides his life, and his business and personal relationships. He especially enjoys advising quality of life issues relating to retirement, and creating custom portfolios to position retirees for lasting prosperity. Rob's wife Melissa attends Tulsa University Law School.
Nick Cordle, ChFC®
Nick recieved his undergratuate degree in Finance from the University of Tulsa and holds an MBA from Oklahoma City University. He has worked in the financial services industry since 1994 and serves as our Operations Manager. He must wear many hats from handling client service issues to supervising our trades. If Nick isn't at the office he's probably spending time with his wife Megan or off riding one of his motorcycles.
Vicki Allen
Vicki is a graduate of Baptist Bible College, she joined Utica Capital after a 21 year banking career. Vicki is of great importance to the us, as she heads the client service office which provides information and services to our clients during and between quarterly meetings. Vicki places all of our trades and generates the Q-Report that we give to our Capital Manager Clients.
Betty Downie
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Our clients tell us Betty is an invaluable asset to our company. After attending business college, Betty started her career in the insurance industry. Betty is the first contact that many of our clients have with Utica Capital, as she welcomes them into our practice. Her organizational skills keep the office on track and help keep our client's records organized. Betty enjoys traveling with her husband Hayden and spending time with her son Kenneth.
Sharon Fiegel
Sharon is our bookkeeper making sure all of our own financial dealings are in order and that our representatives are paid in a timely manner.
John Harding
John is responsible for our merger, acquisition and recruitment activities. John has an extensive background in the financial services industry and is a graduate of Villanova University.
Utica Services
Full Brokerage Services
Investment Advisory Services
401k and IRA Rollovers
401k Advisory services
Insurance products and advice
Income Planning
Retirement feasibility studies
We offer a wide range of services from rolling over your retirement account to managing a your entire investment portfolio our team at Utica Capital is ready and willing to help you.
