Tara Shulman is an experienced financial advisor currently working at Compound since January 2021. Prior to this role, Tara served as a financial advisor and portfolio manager at Janney Montgomery Scott LLC from August 2017 to January 2021. Tara's career in finance began at UBS, where various roles included wealth strategy associate, senior registered client associate, and client service associate from September 2012 to August 2017. Tara holds a Bachelor of Applied Science in Accounting and Finance from Syracuse University's Martin J. Whitman School of Management, earned between 2008 and 2012.
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