![Tanya Carson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tanya Carson
Membre du Comité d'Investissement chez
West Financial Services, Inc.
Profil
Ms. Tanya B. Carson, CFA MBA, is a Fixed Income Portfolio Manager at West Financial Services, Inc. She is primarily responsible for the management and portfolio review of the fixed income portion.
She is a member of the investment committee.
She holds a BA in Economics from the University of Rochester and an MBA with a specialization in Finance from George Washington University.
Postes actifs de Tanya Carson
| Sociétés | Poste | Début |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Membre du Comité d'Investissement | 01/09/2022 |
Formation de Tanya Carson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
George Washington University
 George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
