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Tanya Carson
Investment Committee Member at West Financial Services, Inc.
Profile
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.
Tanya Carson active positions
Companies | Position | Start |
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West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Investment Committee Member | 2022-08-31 |
Training of Tanya Carson
Rochester Christian University | Undergraduate Degree |
George Washington University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
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