TAG Associates, a New York City-based multi-client family office, has appointed Jonathan Bergman as a managing director, reporting to the chief executive officer David Basner. Bergman’s primary responsibilities at TAG will be to serve as portfolio manager to client accounts and conduct investment manager diligence. He will also join the investment committee, which directs firm-wide investment strategy.
TAG Associates, LLC, a New York City-based multi-client family office, announced today that Jonathan M. Bergman has joined the firm as a Managing Director, reporting to the Chief Executive Officer David Basner. Mr. Bergman’s primary responsibilities at TAG will be to serve as portfolio manager to client accounts and conduct investment manager diligence. He will also join the investment committee, which directs firm-wide investment strategy.
Mr. Bergman comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.
Mr. Bergman spent the last 15 years at Palisades Hudson, where he helped launch the firm’s asset management division and played a vital role in growing firm assets under management to over $1 billion. He led the firm’s first investments into alternative assets, allocating nearly $100 million to private equity managers and co-investments. He was also the firm’s senior client services executive, overseeing asset allocation, cash flow projections and coordination of estate and tax planning.
“Jonathan’s expertise in investment evaluation and manager selection will deliver tremendous value to our clients and their portfolios,” said Mr. Basner. “His track record of growing and managing assets for high net worth clients throughout his career is exceptional because he truly understands the needs of this client group and diligently attends to them. He is a visible and admired leader in the wealth management field and we are delighted to have him on board. His skill and passion make him a great fit within the TAG organization and culture.”
“TAG has earned its reputation as one of the premier multi-family offices primarily because it takes a dynamic approach toward investments and meeting client financial goals,” Mr. Bergman said. “I am thrilled to join the outstanding team at TAG and I’m eager to build on the firm’s extraordinary commitment to serving clients and developing innovative investment programs.”
About TAG Associates (http://www.tagassoc.com)
Founded in 1983, TAG pioneered the multi-client office concept. Since that time, the firm has established itself as a leader in the wealth management business, with more than $6 billion in assets under management serving over 100 high net worth families.