Tara M. Perkins

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.

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 19 years and brings over 25 years of investment and leadership experience.

She is a financial professional member of CalCPA, a leading organization dedicated to integrity in the CPA profession. She has also served on the planning committee of the Jerry Kasner Estate Planning Symposium since 2008. Ms. Perkins recently served as Vice Chair on the Board of the Society of Trust and Estate Practitioners, Silicon Valley (STEP-SV), an international organization whose mission is to help international families plan their assets across generations. She most recently served as booster liaison and head scorekeeper for her son's high school basketball team. Her past activity includes volunteering as a YMCA and National Junior Basketball coach, AYSO soccer coach, Art in Action docent (artinaction.org) and former board member of the UC Davis Graduate School of Management Alumni Board and St. Mary’s College of California Alumni Board.

2006

Economics - Saint Mary's College of California. UC Davis Graduate School of Management - MBA.

TEP. CPWA®.