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Tamara Sokolov

Tamara Sokolov

Client Relations Manager

Tamara first joined Heffernan as the Executive Assistant to the president of Financial Services in 2008 and for several years worked closely with him and his team of advisors administratively. In 2013 she took on additional responsibilities as the Client Relations Manager for Heffernan Investment Services. Tamara provides administrative support for clients’ financial needs, acts as a liaison with Charles Schwab & Co., and handles day-to-day client transaction and reporting. An integral member of the team, Tamara is proud to be a member of Heffernan’s Women of Influence Program, and has served on Heffernan’s Advisory Board.

Outside of work Tamara is passionate about volunteering with the Sea Scouts, a local sailing and leadership non-profit for teen girls, and at her church, where she serves on the parish council. In 2015 she was the recipient of the Heffernan Foundation “Volunteer of the Year” award.