Tanya works with ACIMA’s clients to proactively advise, design, execute and oversee their investment needs by serving as primary advisor and relationship manager. Armed with an understanding of each client’s goals, risk tolerances, preferences, funding and liquidity needs, she evaluates and develops long-term investment strategies. Additionally, she cultivates strong collaborative relationships with other professional advisors to ensure alignment of the financial strategies with areas such as tax, estate and philanthropic planning. She brings over 29 years of experience in the financial industry to the team. Prior to joining ACIMA Private Wealth, Tanya was a Senior Investment Strategist f
Tanya Bird
Managing Director, Senior Investment Manager
Acima Private Wealth
United States, Virginia, Richmond
About Me
Profile Information
Managing Director, Senior Investment Manager
Acima Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Richmond
Virginia
United States
Sep 16, 2024
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