Tara Kinateder, CEPA®

Tara Kinateder, CEPA®, is a principal and portfolio manager at Ferguson Wellman, based in Portland, Oregon. She joined the firm in 2017 and brough with her more than 25 years of wealth management experience. Tara advises successful individuals, multigenerational families and business owners on preserving and transitioning wealth through thoughtful investment management and strategic planning. She is known for building enduring client relationships and helping families navigate significant financial decisions across generations. She brings specialized expertise in guiding business owners through the financial and personal complexities of business succession and liquidity events. Beyond her client responsibilities, Tara contributes to the firm’s strategic growth through business development and office initiatives including buildout of the Bellevue and Portland offices.

Prior to joining Ferguson Wellman, she was the market leader and private client advisor in U.S. Trust's private bank and investment advisory service division. Tara also previously served as a vice president with AllianceBernstein Wealth Management in their wealth management and investment management divisions.

Education and Designations:

• CEPA® (Certified Exit Planning Advisor®)
• Bachelor of Arts in Business and Commerce, Brenau University

Community Engagement:

• Board Member, Portland Art Museum
• Board Member, Legacy Health Foundation
• Member, Portland Business Journal Leadership Council

Awards:

• Women of Influence, Portland Business Journal