Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
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Partner & Business Development Officer
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