Tara Kinateder
Principal
Portfolio Management
Tara Kinateder joined Goldman Shelby in 2017 as executive vice president and portfolio manager, working with individuals and families concentrated in Oregon, Washington, California, Arizona and Georgia. As an investment professional with nearly 20 years of experience, Tara is a trusted resource for individual and multigenerational clients regarding values-based investing, wealth planning and asset preservation matters. She is a member of the firm’s Global Sustainable Investing strategy team, serves on the practice management committee, is a member of the firm’s diversity council and oversees our office in Bellevue, Washington.
Prior to joining the firm, Tara led the Portland office for U.S. Trust as a market leader and private client advisor. She previously worked for Bernstein Wealth Management in New York and Washington state as a financial advisor.
Tara earned her B.A. from Brenau University, graduating magna cum laude. She received a certificate in personal financial planning from the University of Washington’s Michael G. Foster School of Business and a certificate in investment strategies and portfolio management from the University of Pennsylvania’s Wharton School of Business.
She currently serves as Vice Chair for Play It Forward, is a board member of the nonprofit Sexual Assault Resource Center of Oregon, and serves on the finance committee and the board for The Dougy Center. Tara also serves on the house committee and membership committee for the Arlington Club. She is also an active member of Waverly Country Club. Previously, Tara served as chair of the Classic Wines Auction Foundation board and co-chaired the annual gala; is a past board member of the Oregon Food Bank as well as the Children’s Cancer Association where she chaired the finance committee and served as past board member for the Oregon Repertory Singers. She was recognized in 2020 by the Portland Business Journal as one of Portland’s “Women of Influence.”
Tara and her husband, Eddie, live in Lake Oswego and enjoy golf, backpacking, traveling and entertaining friends and family in their free time.