Tanya Carson

Investment Committee Member at

West Financial Services, Inc.

Consumer Services

Finance

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
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Investment Committee Member	2022-08-31

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Linked companies

Private companies	3
Rochester Christian University Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
George Washington University George Washington University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Finance