Tantania joined HB Wealth as an Investment Operations Associate in January 2025 after working with WMS Partners since 2020. She plays a key role in supporting the firm’s operations, with a focus on private investments, capital call activity, fund administration, and client servicing. In her role, Tantania reviews and processes subscription documents, coordinates with fund administrators and auditors, and ensures the accuracy of investor balances across multiple systems, helping to guarantee that transactions are executed efficiently and seamlessly.
Before joining HB Wealth, Tantania built a strong foundation in financial services and client operations across several respected institutions. Tantania spent nearly seven years at T. Rowe Price, where she held multiple roles supporting retirement and investment clients. In these positions, she managed high-value account transfers, executed complex trades, processed wires and capital movements, and trained associates in issue resolution and client communication. Her work required precision, regulatory awareness, and the ability to balance client needs with operational efficiency.
Tantania has built a strong foundation in business and finance, combining academic coursework with valuable hands-on experience in investment operations and client services. Throughout her career, she has also completed extensive professional training in fund administration, capital call processing, subscription agreements, and financial operations. With this well-rounded background, Tantania brings both technical knowledge and practical experience to the table, positioning herself as a dedicated professional committed to excellence in investment operations and client solutions.
Tantania enjoys traveling with her fiancé and exploring new destinations, experiencing different cultures, and discovering unique adventures around the world. She also enjoys sports and outdoor activities, values connecting with friends and family, and is committed to giving back to her community through meaningful initiatives.