Tara Hart

Chief Compliance Officer at Asset Preservation Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Atlanta, GE

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Chief Compliance Officer
      • 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.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Compliance Officer
      • Feb 2020 - Aug 2023

      Atlanta, Georgia, United States

    • Director of Finance & Operations
      • 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.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Accountant
      • 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)

    • Tax Accountant
      • Aug 2004 - Oct 2008

Education

  • Florida Atlantic University
    Master's of Taxation, Taxation
    2004 - 2006
  • Georgia State University - J. Mack Robinson College of Business
    Bachelor of Business Administration (B.B.A.), Accounting
    1999 - 2004

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