Tanya is the fixed income portfolio manager and is primarily responsible for the management and portfolio review of the fixed income portion of client accounts. She is a member of the investment committee, and keeps the firm up to date on all economic releases. Tanya joined West Financial Services in 2016 and has held a variety of positions in client services and trading before transitioning full time to fixed income. Prior to WFS she held positions as a retirement plan administrator, a securities trader, and as a portfolio analyst at U.S. Trust. She holds a BA in Economics from the University of Rochester and an MBA with a specialization in Finance from George Washington University. Tany

Tanya Carson
Fixed Income Portfolio Manager
West Financial Services
United States, Virginia, McLean
About Me
Profile Information
Fixed Income Portfolio Manager
West Financial Services
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
McLean
Virginia
United States
Feb 28, 2025
More profiles to browse
Glen Buco
Director of Consulting Services
Glenn Robinson
Chief Investment Officer
Jonathan Stolz
Senior Portfolio Manager, Vice President
AJ
Abigail Just
Director of Portfolio Management
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University