New York, NY
Tara Shulman
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
RESOURCE manual
Tax Allocation and Optimization Strategies for Working Professionals
As a busy professional, you're focused on excelling in your career and making the most of your hard-earned income. However, without a solid tax strategy, you could be leaving money on the table.
event July 17, 2024
State of the Market: Q3 2024
Join us for a Compound Conversation featuring our Chief Investment Officer, Steve Dean, CFA®, and Principal Wealth Advisor, Tara Shulman.
📆 Date: Wednesday, July 17th
🕚 Time: 11am PT / 2pm ETWe’ll explore key developments across public and private markets, geographies, industries, and asset classes so you can cut through the noise of recent economic and market activity and focus on what matters most.
Whether or not you're a seasoned investor, this insightful discussion shouldn’t be missed.
RESOURCE manual
Interview with Tara Shulman, Financial Advisor at Compound Planning
This interview is with Tara Shulman. Tara joined Compound in January 2021 as a financial advisor and has helped dozens of clients with their equity, liquidity, investment strategy, and cash flow planning. This is a slightly edited transcript of an interview Tara did with our marketing team.
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