Tara Popernik CFA, CFP

Director of Research, Wealth Strategies , Bernstein Private Wealth

Tara Thompson Popernik is the Director of Research for the Wealth Strategies Group in Private Wealth at Bernstein. She leads research initiatives on investment planning, estate planning and asset allocation issues facing high-net-worth families, family offices, and endowments and foundations. Tara has previously held positions as a wealth management specialist, investment planning analyst and private wealth associate at Bernstein. Within the firm, Tara serves on the Talent Development Team. Previously, she served as a senior advisor to the firm’s Associate Leadership Counsel and on the SynERGy (women’s ERG) steering committee. Tara holds a BA in comparative literature (with honors) from Dartmouth College. Tara is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Tara lives in Park Slope, Brooklyn, with her husband Stephen and two young sons.