As Partner and Senior Wealth Manager, Tara brings extensive experience in financial planning and portfolio management for high and ultra-high net worth individuals. Prior to joining True North in 2014, Tara was Senior Vice President for Carter Financial Management where she was responsible for financial planning services as well as oversight of the firm’s daily office operations. Earlier in her career, she held senior level financial and wealth planning roles at The Capital Chart Room, LTD, Wells Fargo Private Client Group and Merrill Lynch.