Tara Maurer
Manager of Account Operations, Touchstone Capital Office Associate, RJFSATara Maurer is the manager of account operations at Touchstone Capital, where she has been a valued team member since December 2004. In her current role, Tara supports the firm's advisors by providing detailed information on portfolio holdings, managing day-to-day portfolio administration and overseeing all incoming and outgoing client account activity. She plays a key role in supporting trade-related operations and contributes to the development of internal processes and procedures that enhance overall efficiency.
Tara began her career as an administrative assistant at an architectural firm before joining Touchstone Capital. She spent 14 years as the firm’s client service manager before transitioning into her current position. She holds a Bachelor of Science degree in office systems with a minor in management from Indiana University of Pennsylvania.
