Tarun Mehta, JD/MBA
Director of Investor Relations and In-House Counsel
Tarun Mehta is Director of Investor Relations and In-House Counsel for 1031 Exchange Solutions, Inc., an affiliate of EagleStone Tax & Wealth Advisors (“ESTWA”). 1031 Exchange Solutions, Inc. was created to help clients manage and execute 1031 exchanges on a nationwide basis.
Tarun is a Shareholder and the President & Chief Compliance Officer for EagleStone Tax & Wealth Advisors (“ESTWA”). ESTWA is comprised of three separate entities: an investment advisory (EagleStone Wealth Advisors); a CPA firm (EagleStone Tax & Accounting Services); and a retirement benefits administration firm (EagleStone Retirement Services).
As President, Tarun oversees the firm’s operations and business practices. As CCO, Tarun manages the firm’s compliance program and requirements as they pertain to the SEC and FINRA and monitors ongoing regulatory developments in the industry. Tarun also acts as the informal in-house counsel to ESTWA, assisting with document/agreement preparation, document review and other legal matters.
Before joining ESTWA, Tarun was CEO of Outsource Compliance Resources, LLC (“OCR”), a SEC/FINRA Compliance consulting and technology/operations consulting firm. Previous posts held by Tarun include Financial Analyst and Chief Compliance Officer with R&M Wealth Management Services, LLC and Due Diligence Analyst at H. Beck, Inc, in Rockville, MD.
Tarun was raised and educated in New York. He attended Bronx High School of Science, graduated cum laude with a BS degree in Psychology from City University of New York (CUNY) – Brooklyn College, and earned a dual JD/MBA from Fordham University. Tarun lives in Olney, Maryland.