Tara York

Director of Strategic Initiatives

Tara joined Luma Financial Technologies in 2022 and currently holds the position as Director of Strategic Initiatives where she is responsible for leading corporate development projects and overseeing enterprise partnerships. Prior to joining Luma, Tara served as President of the Ohio National Fund. At Ohio National, Tara was responsible for leading investment research initiatives, management of the variable annuity investment platform, and serving as a voting member of the asset allocation committee. Prior to joining Ohio National, Tara spent her career in the asset management and structured product industries. Tara earned a B.S.B.A degree with a specialization in finance from The Ohio State University. She holds the Chartered Financial Analyst designation, is an active board member of the CFA Society of Cincinnati and is the founder and chair of the society’s Women in Investment Management Committee.

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