Tara L. Charvet

Operations Manager

Tara has been a member of The Clark Group Asset Management since 2006. She provides daily operations management and support while facilitating our client’s needs by organizing and structuring the often delicate administrative tasks associated with executing the client’s investment plan. Tara is passionate about communicating to clients and providing elite service to our team. Tara graduated from California State University, Northridge where she received a B.A. in Psychology. Tara is also a certified Notary.

Tara resides in Laguna Hills and enjoys the Orange County lifestyle. When Tara isn’t working, she goes on hikes, paddle boards, and spends time with her dog, Cooper.

Melissa A. Clark

Administrative Assistant

Melissa has been working with The Clark Group Asset Management since November 2005 and provides technical, operational, and administrative support to the team. After graduating as a Valedictorian from the American School of Paris where she received her Bachelor’s degree in Business Administration, she worked for several years as a bilingual translator for a variety of International Publishing companies. She also taught at the L.I.L.A (Lycee international de Los Angeles) for 2 years before she decided to refocus on her business background.

In her free time, you can find Melissa practicing Pilates, walking on the beach, or reading.

CFP logo
Morningstar logo
Riskalyze
CCLS logo
Charles Schwab logo
SS&C logo
Fundpeak logo

The information herein is for information purposes only, does not contain or convey legal or tax advice, and should not be relied upon regarding any particular facts or circumstances without first consulting with a lawyer, tax, or other professional. The following list of professionals often work with The Clark Group Asset Management at the sole direction of our clients on various projects; however, no client is obligated to use any of our strategic alliance members for any service. As personal facts and circumstances vary, please conduct due diligence on any third party prior to engaging.

The advice and opinions of The Clark Group Asset Management are our own and in no way represent the opinions or advice of our strategic alliance members. Similarly, the advice and opinions of our strategic members in no way represent the opinions or advice of The Clark Group Asset Management. We are an independent network of professionals in our respective fields.