Client Advisory


Tara is a Principal in the New York office.

Prior to joining Cerity Partners, Tara served as the head of client service and operations at a large national wealth management firm formerly known as KLS Advisors. She was responsible for managing daily operations, integration of systems, managing the client relationship teams, and delivering team efficiencies. Tara has over 20 years of experience working with high-net-worth individuals and their families, guiding them through implementation and ongoing administration on all areas of wealth planning.


  • B.A. from College of the Holy Cross

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