Tara joined Baker Street in July 2012. She currently works as a Vice President on the Client Service Team. At Baker Street, Tara is primarily responsible for providing comprehensive financial planning and investment advisory services to our high net-worth families and their related entities. Tara has over ten years of experience in the industry.
Prior to joining Baker Street Advisors, LLC, Tara worked at Merrill Lynch in their Global Wealth Management department as a Financial Advisor where she held both the Series 7 and Series 66 certifications.
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.