Tanya B. Carson, CFA Fixed Income Portfolio Manager West Financial Services

Tanya B. Carson, CFA

Fixed Income Portfolio Manager

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.

Tanya lives in Virginia with her husband and two children. She enjoys traveling and spending time with friends and family.

Professional Affiliations/Memberships
Member of the National and Washington, D.C. Chapters of the CFA Institute and Washington Association of Money Managers.