Tara Hart
Chief Compliance Officer at Asset Preservation Advisors- Claim this Profile
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Bio
Experience
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Asset Preservation Advisors
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United States
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Investment Management
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1 - 100 Employee
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Chief Compliance Officer
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Aug 2023 - Present
Atlanta, GA Asset Preservation Advisors (APA) is a boutique municipal bond investment management firm founded in 1989. APA specializes in managing high quality tax-exempt and taxable municipal bond portfolios for registered investment advisors, family wealth offices and institutional clients.
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Buckhead Capital Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Chief Compliance Officer
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Feb 2020 - Aug 2023
Atlanta, Georgia, United States
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Director of Finance & Operations
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Feb 2011 - Aug 2023
Buckhead Capital Management is an investment advisory boutique that manages equity, fixed income and balanced portfolios for Institutional and Individual investors. For more information, please visit www.buckheadcapital.com.
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AGH, LLC
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United States
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Accounting
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1 - 100 Employee
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Tax Accountant
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Nov 2008 - Feb 2011
Full service accounting firm providing bookkeeping, compilation, audit, and tax services. (Donner Weiser & Associates merged with Aarons Grant & Habif, LLC on 7/1/2010)
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Tax Accountant
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Aug 2004 - Oct 2008
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Education
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Florida Atlantic University
Master's of Taxation, Taxation -
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.), Accounting