Leadership and Advisory Team
Experienced professionals supporting investor growth.
Our team combines fund management, advisory experience, portfolio insight, and client support across financial planning, structured finance, and market participation.
Taylor J. Crocker is the director and lead fund manager. He established Crocker Management planning on July 1, 2011 and has led the group since launch. Before that, he spent five years in investment management at Baring Investment Management Limited and later joined S.G. Warburg Securities' UK electronics research team, which was consistently ranked among the top teams in sector surveys. He is a registered FCA member and is supported by investment professionals and consultants across the firm.
Maximilian joined Crocker Management in January 2013 and leads the management of Far East exposure across Crocker portfolios while also covering global communications and networking. He has more than nineteen years of fund management experience and serves as Deputy Manager of Capital Crocker Management Investment Trust. His background includes advisory work in Indianapolis, leadership in a family business, and professional qualifications including a Bachelor of Science from Indiana University and an MBA from George Mason University. He is also a CERTIFIED FINANCIAL PLANNER professional, a Certified Exit Planning Advisor, and a NAPFA Registered Financial Advisor, and he is registered with the SEC in the USA.
Naomi joined Capital Crocker Management as an analyst in 2015. She covers the software sector, contributes to investment selection, and shares responsibility for the European portfolio. Naomi holds a CFA qualification and studied Construction Engineering Management at Loughborough University.
Robert Jason Holt joined in 2016 to establish the firm's UK office in Southampton. He brings more than twenty years of experience in the technology sector on the sell-side and has worked closely with the Crocker Management financial team for several years. His earlier work includes roles with Pacific, Hambrecht and Quist, and Sound Technology. He has taken responsibility for telecommunications, networking, and security analysis while supporting the firm's need for regular contact with US companies.
Dana joined Capital Crocker Management in June 2016 and, after obtaining the Investment Management Certificate in April 2017, assumed the role of funds dealer. He graduated with first class honours in Accounting from Northumbria University and later earned a merit in International Economics and Finance at Newcastle University. Before joining Crocker Management, he worked with several management companies in related financial roles.
Perez Ivan Ortiz serves as a client advisor with more than thirty years of experience. Institutional and high-net-worth clients rely on him for structured finance solutions, professional asset management, cash management, equity and fixed income trading, and private equity investments. He has held leadership and sales roles at Deutsche Bank, Morgan Stanley, and Merrill Lynch, and has shared industry insight through investor lectures, including sessions at the Wharton School of the University of Pennsylvania. He studied applied mathematics for aeronautics at Embry-Riddle Aeronautical University and pursued MBA studies at St. John's University while also holding multiple securities licenses and insurance designations.
Derek R. Huot serves as a Managing Director and Senior Institutional Consultant for Capital Crocker Managements Group. He has more than nine years of experience serving wealthy individuals, families, and institutional clients. His team delivers integrated financial planning that combines portfolio management, risk management, investment selection, retirement planning, estate and tax strategies, insurance, wealth transfer, cash management, forex, crypto, and lending services. He has received recognition for achievements in managed money and financial services, has appeared in financial market interviews, is a CERTIFIED FINANCIAL PLANNER, and remains active in professional and community organizations.