
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
Ted Katramados
Director & Associate Portfolio Manager
SP
Stanley Pantowich
Co-Founder & Chairman
JG
Jorge Gonzalez
Managing Director of Manager;subscriptions
EC
Elaine Choy
Research Analyst
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services