Client Advisory

Biography

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.

Education

  • B.A. from College of the Holy Cross

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.