Compound Planning crosses $2 billion of assets under management
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location

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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(201) 396-9506

[email protected]

LinkedIn

Experience

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Compound Planning

3 years

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Janney Montgomery Scott

3 years

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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

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