Nice to Meet You

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.

California insurance license #4215244, Resident state NJ.

David thrives on building lasting relationships and helping clients navigate life’s complexities. A lifelong competitor, he brings the same energy and focus to his work that he once brought to the lacrosse field as captain of the College of Charleston’s team, where he earned his Bachelor of Science in Finance. David leads his clients in collaborative partnerships to build long-term agility for them to achieve their goals.

He began his career as a Financial Advisor at Ameriprise Financial before joining Hillcrest Capital Advisors. He was drawn to Hillcrest for its multigenerational approach to client service—something that resonates deeply with him, having grown up in a multigenerational business himself.

Outside of the office, David is passionate about travel—whether it’s a quick trip up north to Vermont, a weekend in Charleston, or exploring new corners of the globe. Most recently he visited, Hvar, Croatia. He’s also a dedicated sports enthusiast, with lacrosse, golf, basketball, skiing, and racket sports playing a central role in his life.

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.

California insurance license #0F28328, Resident state NJ.

Noelle began her career in the commodities sector. After several years of performing a variety of regulatory functions related to the futures markets, she pivoted to the securities world where she obtained a comprehensive understanding of equities while obtaining her securities licenses and servicing multiple RIA accounts at Pershing. As she advanced in her career, she found herself wearing multiple hats in global compliance. She performed advisory and oversight functions in areas such as Prime Brokerage, Operations, Futures, Technology and AML at both Morgan Stanley and Goldman Sachs.

Noelle resides in Bergen County, NJ where you will find her active in her community, dining out with family and friends, and cheering on her daughter at a local field. Her favorite pastime is spending time with her daughter.

Rachel began her career in Wealth Management operations at Morgan Stanley in 2013. She transitioned to the Client Service Associate role in 2022. She joined Hillcrest Capital Advisors as a Registered Client Associate in May 2025.

Rachel is from Hawthorne, NJ and resides in Midland Park, NJ with her husband Saro and their dogs. Rachel graduated from Montclair State University in 2006 with a B.A. in elementary education.