Tara joined Baker Street in 2012 and currently works as a Vice President in the Investment Strategy Group. At Baker Street, Tara is primarily responsible for portfolio construction and investment due diligence. Tara is also an active member of Baker Street Advisors Investment Committee.
Prior to joining Baker Street, Tara worked at Merrill Lynch in their Global Wealth Management division where she was responsible for portfolio management and market research. While at Merrill Lynch, she held Series 7 and Series 66 licenses to sell and advise on securities. Tara began her career as a Research Analyst at a boutique consulting firm, analyzing executive pay and compensation.
Tara holds a B.S. in Mathematics from Santa Clara University and has been awarded the Chartered Financial Analyst (CFA®) designation. She is a member of the CFA Institute and CFA Society San Francisco.