Tara York, CFA

Tara York, CFA has a diverse work experience spanning multiple companies and roles. Tara is currently working as a Director at Luma Financial Technologies since May 2022. Prior to this, they held various roles at Ohio National Financial Services from June 2017 to May 2022, including President of Ohio National Fund, Inc., Vice President of Annuity Funds Complex and Product Management, Second Vice President, Head of Investment Manager Research, Director of Investments, Senior Investment Analyst, and Fund Evaluation Analyst. From September 2013 to May 2017, Tara worked at PNC, where they served as an Institutional Investment Advisor and Associate Institutional Client Advisor. Earlier in their career, they joined CD Funding Group in June 2010 and worked as a Senior Analyst from September 2012 to September 2013. During their time at CD Funding, Tara provided operational support for fixed income securities, including quantitative analysis, structure analytics, monthly performance reporting, and tasks related to the company's proprietary market-linked certificate of deposit program.

Tara York, CFA, earned their bachelor's degree in Finance from The Ohio State University Fisher College of Business in 2010. Tara further enhanced their qualifications by obtaining the Chartered Financial Analyst (CFA) certification from CFA Institute in August 2018.