Tanya is the fixed income portfolio manager and is primarily responsible for the management and portfolio review of the fixed income portion of client accounts. She is a member of the investment committee, and keeps the firm up to date on all economic releases. Tanya joined West Financial Services in 2016 and has held a variety of positions in client services and trading before transitioning full time to fixed income. Prior to WFS she held positions as a retirement plan administrator, a securities trader, and as a portfolio analyst at U.S. Trust.
She holds a BA in Economics from the University of Rochester and an MBA with a specialization in Finance from George Washington University. Tanya also holds the Chartered Financial Analyst designation and was recognized by Five Star Professional as a Five Star Wealth Manager* (2023).
Tanya lives in Virginia with her husband and two children. She enjoys traveling and spending time with friends and family.
Professional Affiliations and Memberships
Member of the National and Washington, D.C. Chapters of the CFA Institute and Washington Association of Money Managers.
News From Tanya B. Carson, CFA
*Five Star Professional: Five Star Wealth Managers
This award was issued on 10/17/23 by Five Star Professional (FSP) for the time period 1/9/23 through 7/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,627 Washington D.C.-area wealth managers were considered for the award; 160 (6% of candidates) were named 2023 Five Star Wealth Managers.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.