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Morgan Tarr
Morgan Tarr is the Director of Philanthropy, Values-Aligned Investing and Family Governance at Delegate Advisors, a wealth management firm.1 She has previously held the position of Director of Advisory Services at the same company.3 Tarr is based in San Francisco, California.45
In her professional capacity, Tarr provides investment advice to clients. She has recommended incorporating private REITs into portfolios, particularly those focusing on multifamily and industrial real estate in growing markets like Nashville, Denver, Austin, and Raleigh-Durham.3
Outside of her primary role, Tarr is actively involved in community service and philanthropy:
- She participated in the Leukemia & Lymphoma Society's 2021 Woman of the Year Team fundraising campaign.2
- Tarr received an Honorable Mention for the Community Service Award in 2016.6
- She has served on various committees, including as chair of the Finance Committee and Development Committee, and as a member of the Executive Committee and Aquarium Foundation.4
Her LinkedIn profile can be found at linkedin.com/in/morgan-tarr-a185243.4
Highlights
Oct 8 · delegateadvisors.com
Our Team | Delegate Advisors
Mar 8 · delegateadvisors.com
Morgan Tarr Explains Where to Invest $100,000 Right Now to ...
Apr 15 · delegateadvisors.com
Morgan Tarr Participates in Leukemia & Lymphoma Society's ...
Sep 13 · delegateadvisors.com
Delegate's Morgan Tarr Recognized for Community Involvement