Shai earned a Bachelor of Science degree in Finance from San Diego State University and is particularly passionate about the mathematical aspects of finance. He has over 10 years of experience tutoring mathematics up to Calculus 3, which has honed his ability to convey complex concepts clearly and effectively. In the role of Client Service Associate, Shai is dedicated to delivering an exceptional client experience by managing client inquiries and providing detailed account support. His quantitative skills are frequently called upon to assist in the development of sophisticated financial plans and in portfolio management. Outside of work, Shai is an avid chess player and fitness enthusiast.
Shai Tahar
Client Service Associate & Portfolio Analyst