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Tara McCann
Authorized Officer Investment Associate at UBS Financial Services, Inc.
Professional Background
Tara McCann is a skilled professional whose career intertwines finance and nutrition, reflecting her diverse interests and expertise. With a solid foundation in investment management, Tara has made significant contributions to the financial industry, notably during her tenure as an Investment Associate at UBS Financial Services, Inc. Her role involved not only managing substantial portfolios but also strategizing investments and developing strong client relationships, ensuring that clients' financial goals were met with precision and care.
Prior to her role at UBS, Tara served as a Senior Registered Client Service Associate at Morgan Stanley. Here, she honed her skills in client service and operations, managing complex client transactions and providing tailored financial advice. Her experience in both firms has established her as a trusted figure in the investment community, known for her analytical skills and client-focused approach.
Education and Achievements
Tara is a proud alumna of The University of Texas at Austin, where she earned her Bachelor of Science degree in Nutrition. This academic background not only reflects her passion for health and wellness but also showcases her analytical mindset, which she has successfully applied in her finance career. The intersection of her education and professional path highlights Tara’s unique ability to evaluate both nutritional and financial health—an advantage in her essential work in client advisement.
Among her many achievements, Tara has consistently demonstrated a strong commitment to combining her knowledge in nutrition with her financial acumen. Her unique perspective allows her to support clients who are seeking to invest in health-related ventures or products, further demonstrating her versatility in both sectors.
Achievements
Tara McCann has garnered respect and recognition within the financial industry for her vibrant approach towards investment advisory and client management. Her record of excellence in portfolio management at UBS has propelled her to the forefront of the investment sector, and her abilities have played a vital role in the success of many clients.
In addition to her professional roles, Tara is an advocate for nutritional health, where she leverages her educational background in nutrition to educate clients about the importance of maintaining a healthy lifestyle through proper dietary habits. This holistic approach not only enhances her credibility but also builds trust among her clients, as she addresses not just their financial well-being but their overall health as well.