Robyn S. Transport, CPA
Managing Director
TAG Associates responsibilities:
- Senior Advisor in Family Office Group
- Design and implementation of comprehensive plans involving financial management, wealth transfer, administration/controllership, tax planning/compliance
- Client Relationship Management, with oversight of Wealth Management Strategies
Experience:
- Joined TAG at its founding in 1982
- Arthur Young (now Ernst & Young)
Education and Professional Designations:
- University of Buffalo, BA
- Certified Public Accountant (CPA)
Boards, Philanthropic Involvement, Awards and Honors:
- 50 Most Influential Women in Private Wealth Management, 2015 and 2016