TARA BALABUSHKA

Tara Balabushka is a Director of Client Service with Morse, Towey, White & Hoffman at Hightower. She manages a wide variety of daily responsibilities on behalf of the team and its clients, including retirement account distributions, performance reporting, compliance activities, account openings, transfers and general client inquiries and requests.

Tara’s interest in pursuing a career in the financial industry was sparked by her father, who worked as a portfolio manager for a bank. He taught Tara the basics of investing, and a high school/college internship in his office confirmed that she wanted to work in financial services. She graduated from Villanova University, where she majored in finance and minored in Japanese. She later completed an MBA at Fordham University, with concentrations in finance and accounting. Prior to joining the Morse Group at UBS (which later became Morse, Towey & White at Hightower), Tara worked for Spear, Leeds & Kellogg, a specialty trading firm on the New York Stock Exchange.

While she gained valuable knowledge and skills in her first job and enjoyed the fast-paced environment on the NYSE, Tara was interested in a position that focused on the client service aspect of the industry. At Hightower, her academic and practical financial background is well-suited to her multifaceted responsibilities on the team. She excels at providing timely and accurate service that is sensitive to a client’s particular circumstances and preferences, and genuinely enjoys working with the firm’s clients, whether she is preparing a quarterly performance report or assisting with a wire transfer. Tara also appreciates the team’s close-knit and collaborative dynamic.

Tara holds her FINRA Series 4, 7, 55 and 63 licenses.