Exciting News! We’re please to announce the acquisition of James VanMetter and Associates, a Westchester County firm specializing in wealth management. We’re excited to continue expanding our market presence and services in the tri-state area.

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.