Principal, Client Advisory
Tam joined IWP with 11 years of experience in wealth management. She served as the Director of Client Service at a multi-family office located in Boston. Prior to that, she was an associate to the portfolio management and financial planning divisions of a multi-family investment management firm, then moved on to be an analyst at Fidelity Investments. Tam graduated with her BA in Finance from the University of Massachusetts Amherst and her MS in Financial Planning from Bentley College McCallum Graduate School of Business. She holds her Certified Financial Planner™ designation and her Series 65 License.