People Moves

Who's Moving Where In Wealth Management? - TAG Associates

Editorial Staff March 21, 2019

Who's Moving Where In Wealth Management? - TAG Associates

The latest moves in the North American wealth management market.

TAG Associates
TAG Associates, a US multi-family office and portfolio management services firm, has appointed Jonathan M Bergman as president, effective immediately. The role is a new one for the firm, a spokesperson told Family Wealth Report.

Bergman, who previously served as managing director at TAG, will continue to report to David Basner, chief executive. Bergman has been at TAG for almost seven years.

Prior to joining TAG Associates, Bergman spent 15 years at Palisades Hudson Financial Group, where he served as chief investment officer and chaired the investment committee.

TAG was founded in 1983. It has more than $8 billion in assets under management serving over 110 high net worth families.

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