A Generational Inheritance

We did not invent our strategy. We inherited it, and we hold it on behalf of the families who trust us with theirs.

Taylor Frigon’s Lineage

1937

The Origins of the Growth Stock Theory:

Thomas Rowe Price, Jr. begins articulating what would become the Growth Stock Theory of Investing—owning exceptional businesses and holding them through market and economic cycles—a simple idea that would prove itself across generations.

1960s

Richard C. Taylor Carries the Work Forward

Richard C. Taylor studies directly under Price and applies the discipline throughout his career. A generation of institutional knowledge begins to take shape.

1986

The Torch is Passed to Gerard Frigon

Gerard Frigon begins learning under Richard C. Taylor, inheriting not just principles, but generations of accumulated wisdom. Through diligent research and intellectual honesty, he continues to sharpen the investment strategy.

2006

Founding Taylor Frigon

After decades of institutional experience, Gerard Frigon founds an independent firm—one built entirely around long-term investment management measured in decades rather than quarters.

Today

Integrated Family Office Services

Taylor Frigon now offers investment management within a fully integrated multi-family office. The same philosophy, now serving families in a more complete way.

1937

Our Philosophy

We do not attempt to forecast headlines or react to noise. Our discipline is built on retaining ownership in exceptional businesses through cycles, allowing compounding to do its work. Short term trading strategies are the antithesis of our philosophy to build enduring wealth.

Performance is measured in decades, not quarters or even years. We study the full story of companies including their management, balance sheet health, and long-term growth potential before ever committing capital. We hold our investments for as long as the business growth thesis remains intact.

Capital decisions should never happen absent from the context of your tax, estate, legal, or trust structures, which is why we view the integrated wealth hub as the pinnacle of wealth advisory services.

As practicing Catholics, we view fiduciary responsibility as a moral obligation. Our stewardship demands prudence, honesty, and discipline over time. We do not view our role as stewards transactionally, but as an entrustment.

Our Team

Founder & Chief Investment Officer

Gerry Frigon

Gerry has over 40 years of experience in investment strategy, planning and portfolio management for private investors and institutions including over 21 years at Merrill Lynch in the San Francisco Bay Area. He also has experience serving on the boards of medical device and technology companies. Gerry's investment philosophy traces directly to Richard C. Taylor and, through him, to Thomas Rowe Price Jr. — one of the most celebrated growth investors of the 20th century. Gerry received his Bachelor of Arts in Business/Economics from the University of California, Santa Barbara in 1985.

Principal & Chief Operating Officer

Karen Frigon

Karen has over 25 years of experience in the finance and computer industries. She developed her skills working with various companies, including Oracle Corporation. In 1992, she started her own IT consulting business before dedicating her services solely to developing and supporting systems for Gerry Frigon while he was still within Merrill Lynch, and then continued to do so as Taylor Frigon Capital Management was launched in 2006. The "Taylor" in Taylor Frigon Capital Management is also to honor Karen's father, Richard C. Taylor, who managed portfolios alongside T. Rowe Price in the 60's and 70's, and was Gerry Frigon's mentor until his passing in 2004. Karen has served on the board of various non-profits, including at Students for Life of America and as Chairman of the Board of the sacred music men's ensemble, Floriani. She received her bachelor's degree in liberal arts at the University of California at Santa Barbara, 1986.

Chief Compliance Officer & Wealth Advisor

Doug Connolly

Doug joined Taylor Frigon in 2021 after working at Charles Schwab as a manager on their supervisor hotline, where he dealt with escalations and complex client issues. He holds the Series 7, 63, 9 & 10 licenses and graduated from the University of Texas-Austin with degrees in math and economics. Doug lives in Scottsdale, AZ with his wonderful wife and their six children.

Wealth Advisor & Senior Research Analyst

Michael Frigon

Michael rejoined Taylor Frigon in 2024 as Senior Research Analyst after spending four years serving as an intelligence analyst for the U.S. Department of Defense, providing intelligence support to special operations and senior defense officials. Michael also worked as a private investigator for over two years prior to entering the Intelligence Community and served as an intern for the American Enterprise Institute and the Washington Institute for Near East Policy. He previously worked at Taylor Frigon as a research analyst from 2017 to 2019. He holds a bachelor's degree in History and Economics & Business from Westmont College and a master's degree in National Security and Intelligence from the Institute of World Politics.

Wealth Advisor & Research Analyst

Kameron Gilbert

Kameron joined Taylor Frigon in 2022. He is a former Sergeant in the United States Marine Corps where he graduated from Advanced Infantryman Course, Urban Leaders Course, Live Tissue, and EWTG Scout Swimmers. He led infantry squads and platoons across a variety of deployments for 1st Battalion 1st Marines before separating from active duty in 2018. Kameron has a background in sales, estimating, and general contracting in construction.

Software Engineer & Research Analyst

Tyler Frigon

Tyler has four years of experience in defense GNC engineering and software development, which he applies to technology research. His background in autonomous systems and critical defense software brings an engineer's precision to evaluating deep-tech investments — separating what actually works from what only sounds like it does.

Wealth Advisor

John Ferebee

John served in the US Air Force as a pilot during the Vietnam War. He began his financial career after the War and has held several senior executive positions over the last 40 years, most recently SVP of Retail Lending at Mid-State Bank/Rabobank. John is a former Board Member and serves on the Investment Committee of the San Luis Obispo Museum of Art. He obtained his Bachelor of Arts in History from Arizona State University. He joined Taylor Frigon Capital Management LLC in May 2008.

Counsel TFCP

Vladimir de Franceschi

Vladimir serves as counsel for Taylor Frigon Capital Partners, bringing legal expertise that supports the firm's integrated family office structure and client-facing advisory work.

Compliance Advisor

Oanh Hall

Oanh began her career as an engineer designing structures for Parsons Corporation in Boston, and submarines for General Dynamics Electric Boat in Connecticut. After moving to California, she taught Math and Science to elementary through high school students. Oanh attended Worcester Polytechnic Institute, in Worcester, MA and received her B.S. in Civil Engineering. She received her teacher's credential from Holy Names College, Oakland, CA. She joined Taylor Frigon Capital Management in 2013 as a trader and data analyst.

Estate Planning Attorney

Ryan Scharber

Ryan's legal practice spans the full spectrum of trust and estate law, probate administration, asset protection, and business transactions. A four-time Super Lawyers Rising Star and Best Lawyers in America 2023 honoree, he is known for building close client relationships that allow him to solve problems before they arise.

Leadership