New York, NY
Principal Wealth Advisor
Tara is one of Compound’s lead financial advisors based in New York. She has over 15 years of experience working in private banking with high-net-worth and ultra-high-net-worth clients who are founders, business owners, and executives. Tara is committed to delivering exceptional client service and building long-term relationships based on trust and integrity. Before joining Compound, Tara was with Janney, a boutique financial services company with roots tracing back to 1932. Prior to joining Janney, she spent several years working at the UBS Private Bank in New York. She received her B.S. in Finance and Accounting from Syracuse University....
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Experience
Compound Planning
3 years
Janney Montgomery Scott
3 years
UBS
7 years
Qualifications
Syracuse University
Bachelor of Science in Finance and Accounting
Chartered Financial Analyst® Level III Candidate
CFA® Level III Candidate
Chartered Market Technician®
CMT
Specialities
Investment management
Alternative investments
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Liquidity event planning
Asset allocation
Cryptocurrency
event July 30, 2025
Everything you need to know about the Figma IPO
Figma is going public — and if you hold equity or stock options, now’s the time to understand how this milestone could shape your financial future. Join Compound Planning advisors Nicholas Garcia and Tara Shulman for a Compound Conversation about what matters most when a major tech company goes public.
📆 Date: Wednesday, July 30th
🕚 Time: 1pm PT / 4pm ET
What We’ll Cover:
→ Qualified Small Business Stock (QSBS) and trust stacking
→ Tax planning, including the Alternative Minimum Tax (AMT)
→ Equity compensation mechanics like double-trigger acceleration
→ Divestment strategies to manage a highly concentrated position
→ Timeline expectations and what to know about lockout periods
Whether you’re a founder, startup employee, or early-stage investor, we’ll walk through how to make smarter equity decisions before and after an IPO without getting lost in the fine print.
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