Bringing you live news and features since 2006 

TAG Associates appoints Jonathan Bergman as managing director


TAG Associates, a New York City-based multi-client family office, has appointed Jonathan M. 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.

Bergman (pictured) 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.

Bergman spent the last 15 years at Palisades Hudson, where he helped launch the firm’s asset management division. He led the firm’s first investments into alternative assets, allocating nearly USD100m 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," says 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 organisation 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," Bergman says. "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 programmes."

Latest News

EFAMA has published its latest Monthly Statistical Release for May 2024...
Solactive writes that it has expanded its collaboration with Kiwoom Asset Management by providing the underlying indices to the KIWOOM..
MSCI has announced the launch of MSCI Private Capital Indexes, writing that with growing investor interest in private markets, high..
Matteo Greco, Research Analyst at Fineqia International, writes that bitcoin (BTC) ended the week at approximately USD68,150, marking a 12.1..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by