Tamara Witham (CFA, CFP®, MBA)

Tamara Witham focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Generation X
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Novice Investors
  • Retirement Planning & Distribution Rules

Planning Specialties

I am a fee-only advisor providing unbiased objective advice and I never accept commissions or sell products.  I have 24 years of experience in asset management and planning with Goldman Sachs & Co., PIMCO, GenSpring Family Offices, Bank of America, and 400 Capital Management.  I work with young families focusing on:

  • Investment Management with Ongoing Advice
  • Divorce planning
  • College/education planning
  • Employee benefits
  • Company stock options
  • Insurance planning
  • Retirement planning
  • Estate planning
  • Tax planning

I hold the credentials and have the education to help:
* Certified Financial Planner™ professional.
* Chartered Financial Analyst® designation.
* Masters of Business, University of Chicago Booth School of Business, Concentration in Finance.
* Bachelor of Arts in Psychology and Political Science, University of Rochester.




NAPFA Start Date

July 11, 2018


This Office

500 Mamaroneck Ave Suite 320 Harrison, NY 10528-1600 Phone: (914) 627-8783