CoverProfile

Jonathan Bergman

President

TAG Associates

United States, New York, New York

About Me

Independent and objective financial advisor to high net worth individuals and families. Primarily engaged in complex investment, income and estate tax strategies. Specialties: Private Equity, Hedge Funds, Separate Accounts, Diversifying Highly Concentrated Positions, Charitable Planning, Alternative Investments.

Profile Information

President

TAG Associates

Investment Team

Investor

Multi-Family Office

New York

New York

United States

May 16, 2024

More profiles to browse

PK
Phil Krevitsky
Managing Director - Family Office
MF
Mark Friedman
MANAGING DIRECTOR
DB
David Basner
Chief Executive Officer
JG
Jorge Gonzalez
Managing Director of Manager;subscriptions

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth