Tara M. Perkins Senior Wealth Strategist
Joined Northern Trust
Education
- Economics - Saint Mary's College of California
- UC Davis Graduate School of Management - MBA
Credentials
- TEP
- CPWA®
Expertise
Ms. Perkins is a Certified Private Wealth Advisor (CPWA®), which is an advanced designation for financial advisors who work with high-net-worth clients. Her TEP designation represents membership in the Society of Trust and Estate Practitioners (STEP). She holds the following licensure from the Financial Industry Regulatory Authority (FINRA): Series 7 and 66.
Experience
Ms. Perkins is a Senior Wealth Strategist at The Northern Trust Company in Silicon Valley. She works with business owners, corporate executives, private equity professionals and other wealthy families providing comprehensive and holistic advice. Ms. Perkins has been with Northern Trust for over 14 years and brings over 25 years of investment and leadership experience.
Community Involvement
She currently coaches her son’s middle school basketball team and is an Art in Action docent (artinaction.org). Her past activity includes volunteering as a YMCA and National Junior Basketball coach, AYSO soccer coach and former board member of the UC Davis Graduate School of Management Alumni Board and St. Mary’s College of California Alumni Board.