Client Advisory

Biography

Tara is a Principal 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.

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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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.