Tara Pioli
Director of Client Services
Tara is a founding partner and Director of Client Services at Haven Private LLC.
Prior to establishing Haven Private, Tara and her immediate team worked together at Fieldpoint Private Securities, LLC. and Bank of America Private Bank (formerly U.S. Trust).
While at Fieldpoint Private, Tara navigated each client family’s daily interactions with the team, providing ongoing client communication and support in the areas of investments, banking, and credit.
During her career at U.S. Trust and Bank of America, Tara worked in many aspects of personal wealth management, including as lead operations representative, personal banker, and high net worth new business development analyst.
Tara received her Bachelor of Science in Psychology from the University of Central Florida.