ABOUT TaraTara is senior vice president and senior portfolio manager within the family office services group for Commerce Trust Company. Upon gaining a thorough understanding of a client’s needs and goals as well as assessing the client’s entire financial situation, she works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Tara comprehensively represents our research- and goals-based investment process, starting with the initial assessment and creation of an investment objective to ongoing evaluation and adjustments based on changing market and life circumstances. With a deep knowledge of the market and experience in investment management, she serves clients with thought leadership, insight, and consulting services. Tara has more than 25 years of experience and previously worked in Chicago as a portfolio manager for high net worth clients.
She received her Master of Business Administration degree and Bachelor of Science in business administration degree from Saint Louis University. Tara holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA St. Louis Society, for which she previously served as director of the CFA St. Louis Society. Tara loves to travel and spend time with her husband and three children.