Tara Cavorti headshot

Tara Cavorti

Relationship Manager

Tara Cavorti brings a wealth of expertise in the Finance Sector with over 14 years of experience in operations and client services.  Tara’s keen ability to identify client needs, implement effective strategies, and deliver exceptional client service have been the building blocks to every relationship. Tara’s goal is to deliver a White-Glove experience to every client. Tara’s skills not only complement our team but also elevate us to new heights.

 

Tara lives in Pelham Manor, NY with her husband Chris and three children, Sofia, Christopher, and Stella.  She enjoys spending quality time with her family and friends.

Our Promise to Our Clients

We make all the crossroads count.

We build a strategy that maps to your aspirations and your risks. We roundtable detailed intelligence so you can do what you do best: know your options, trust your instincts, and act.

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