Contact Info
Phone: 855-848-0991
Tara Anne Roman
Relationship Manager

Tara Anne Roman is the Relationship Manager at Bison Investment Advisors. She serves as a liaison between the firm and its clients by maintaining strong relationships, ensuring client satisfaction and loyalty through outreach and interaction.

Mrs. Roman also handles the daily operations of the firm and provides support to the CEO and President. Having previously worked with Merrill Lynch, Deutsche Bank and Goldman Sachs, she strives to utilize her skillset in the most efficient and effective way. Mrs. Roman currently holds her Investment Advisor Representative license and her Associates degree in Executive Administration.

Mrs. Roman is a native New Yorker, who now lives in Katy, TX with her husband and two children.

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