At Hillcrest Capital Advisors, we consider our size an asset in building strong and lasting client relationships. We know our collective strengths and work collaboratively to deliver our services. Our clients know us to be “down the hall” and ready at any time.
Partner & Founder
Partner & Managing Principal
Senior Registered Client Associate
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Robert is dedicated to helping his clients achieve their objectives and has demonstrated this with his extensive industry experience and a track record of life-long relationships and engagement with clients and their families. He has been recognized as a Barron’s Top 1200 State By State Advisors (2021, 2022) and Forbes Best In State (NJ) Wealth Advisor (2020, 2021, 2022).
Prior to founding Hillcrest, he worked for several of Wall Street’s most notable securities firms to include Wells Fargo Advisors, Prudential Securities and Solomon Smith Barney. Hillcrest was founded on the premise of client-first leadership evolved to meet a next-generation platform and service-model.
Robert graduated with a bachelor’s degree in marketing and an MBA in finance from Fairleigh Dickinson University. He also holds the Certified Private Wealth Advisor, or CPWA®, a certification administered by the Investments and Wealth Institute at the Yale School of Management.
The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Taylor prides himself on building teams that strive to achieve their most challenging endeavors. He has both public and private sector experience. He’s served as a Captain and Military Intelligence Officer in both the U.S. Army’s Joint Special Operations Command and as an aide-de-camp for the 7th Infantry Division. He’s also helped scale numerous Veterans non-profits.
Prior to Hillcrest he worked for Goldman Sachs Investment Management Division before pivoting to focus on private markets at Bain & Company’s private equity group where he managed over 40 buy-side technology transactions. His depth of analytical experience is evident when he works alongside clients to manage both sides of their balance sheet.
Taylor earned a Bachelor of Science with Honors in Systems Engineering from The United States Military Academy at West Point and holds an MBA from Harvard Business School.
Allison has three decades of experience in client service operations and support. Clients often describe Allison as a genuine expert and critical to their peace of mind when ensuring asset movements or other significant account actions are needed. She ensures clients receive exceptional service daily.
Prior to Hillcrest her experience spans many roles in community banking as well as brokerage and investment services. She has a deep understanding of client needs and how to deliver timely and efficient results.
For Allison, family is paramount and she treats clients as if they are part of hers. Her and her husband, Josh, have two teenage daughters and reside in northern New Jersey.
After 10 years working in education, Cheryl began her career in financial services. 25 years later, she still enjoys meeting clients and helping them with their needs and concerns. Attention to detail and providing the highest level of service are her focus.
Before joining Hillcrest, she worked at Morgan Stanley and at LPL Financial as a Senior Client Service Associate.
Cheryl graduated from The College of New Jersey where she earned a degree in Sociology with minors in Psychology and Anthropology. She lives in Bergen County, New Jersey with her husband Michael, daughter Nicolette, and dog Maci.
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