Tara is an Associate, Private Wealth Client Services at Cresset. In this role, she supports client onboarding, asset movement, and account maintenance, while also providing broad organizational support to ensure a seamless, integrated client experience.
Prior to joining Cresset, Tara was an Analyst at CH Investment Partners, where she supported the Partner Relations team. Before that, she worked at Ernst & Young as an intern in the Human Resources Operations Team, coordinating the onboarding of new employees joining the firm.
Tara earned a Bachelor of Business Administration degree with a concentration in marketing and a focus on information systems from Harding University.