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Biography

Tara is a Partner in the New York office where she has over 25 years of experience in the financial services industry. She is responsible for providing a full range of comprehensive wealth planning and investment advice for clients including law firm Partners, corporate executives, and multi-generational wealth.

Prior to joining Cerity Partners, Tara was a Director at a large national wealth management firm formerly known as KLS Advisors for seven years advising law firm partners, business executives and their families on all areas of investment, wealth and retirement planning, trust and estate issues, tax and insurance planning decisions. Before that she spent 18 years at Brown Brothers Harriman as a Vice President advising a broad range of complex and demanding high-net worth client base on all areas pertaining to investment, planning and wealth solutions across multiple generations.

Learn more about my practice.

Education

  • B.S. in Mathematics, with a minor in Economics, from Fairfield University
  • MBA in Finance, Taxation/Accounting from Fordham University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Tara D. Vagnone

Partner

Individuals and Families

Financial Planning for the Law Firm Partner

Navigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to ensure long-term success and security.

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: July 2026 Economic and Market Outlook

July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…

Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners

July 1, 2026 - Cerity Partners announced that it has merged with Cordant Wealth Partners, an Oregon-based Registered Investment Adviser specializing in financial planning and investment management. Cordant Wealth…

Incentive Stock Options

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…

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