Profile of Kevin Tagami

Managing Director

Meritage Group

United States, New York, New York

Job Title

Managing Director

Company Name

Meritage Group

Team

Investment Team,Operations Team

Company Type

Investor

Investor Type

RIA/Wealth Manager/Asset Manager

City

New York

State

New York

Country

United States

Last Updated Date

Oct 28, 2025

Matthew K. Hess

Managing Director

Jimmy Yu

Managing Director

Laura Baxter-Simons

General Counsel & Chief Compliance Officer

Meredith Barth

Managing Director & Head of Strategic Initiatives

Patricia Gee

Operations

Manhattan Family Office

Richard A. Davies

Partner, COO & CCO

O‘Brien Wealth Partners LLC

Najib Canaan

Chief Executive Officer

Kingswood Group

Bruce Davidson

Chief Compliance Officer & Operations Specialist

Claremont Financial Group Inc