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TAG Associates

provides unbiased, customized financial advice to wealthy families, foundations, and endowments.

Portfolio Management

Jeffrey Tumolo

Managing Director, Chief Investment Strategist

BS, Cornell University; MBA, Cornell University's Johnson School

Jeffrey has 23 years of institutional investment management experience, including manager due diligence, risk management and asset allocation for multi-manager products. Jeffrey has served as TAG’s Chief Investment Strategist since 2005. His primary responsibilities include manager selection and asset allocation for TAG's proprietary fund products and for client portfolios. He joined TAG in 2000 as Director of Investment Research and Portfolio Manager of the TAG Relative Value Fund, which was TAG's first hedge fund of funds product. Prior to joining TAG in 2000, Jeffrey managed the research process for a number of multi-manager fund portfolios both for private investors and at Charles Schwab Investment Management where he was the Senior Analyst for Schwab's mutual fund of funds products.

John S. Pantowich

Managing Director

BS, University of Michigan; MBA, Baruch College at C.U.N.Y.

John joined TAG in 1994 and has over 23 years of investment management experience. John works closely with TAG portfolio management clients on all areas related to asset allocation, manager selection, and customization of performance reporting. He meets frequently with both traditional and alternative investment managers. John also works with TAG portfolio management clients and their other advisors on matters pertaining to estate, insurance, and tax planning. John is actively involved in activities of TAG EisnerAmper, LLC, a joint venture with EisnerAmper LLP, an independent accounting firm. Prior to joining TAG, John spent 5 years working in various capacities in the music industry. He is a member of TAG's Investment Committee.

Jorge L. Gonzalez, Esq.

Managing Director, Fund Administration, TAG In-House Counsel

BA, New York University; JD, Rutgers University School of Law

Jorge is a managing director and in-house counsel at TAG Associates LLC. He joined the firm in February of 1999 and is responsible for the administration of TAG's proprietary fund of funds products. As in-house counsel and administrative officer, he is the company's primary liaison with outside lawyers, auditors, custodians, and administrators. In addition, he is the firm's designated Chief Compliance Officer with the US Securities and Exchange Commission and the National Futures Association. He is admitted to practice law in New York and New Jersey. Prior to entering the legal profession, he was employed as a medical (laboratory) technologist and served six years active duty in the US Navy. Jorge served on the Board of Directors of VIP Community Services, a Bronx charity, from 2006 through 2014. He is a member of TAG’s Investment Committee.

Stacy Haislip

Director, Portfolio Management

AB, Princeton University

Stacy is focused on manager research in public markets strategies and serves as a portfolio manager to client accounts. She is a member of TAG’s Investment Committee. Previously, Stacy was a vice president at D. E. Shaw & Co., L.P. and a member of D. E. Shaw group’s Investor Relations department, where she engaged in marketing and client servicing across the firm’s Institutional client channels. Prior to joining D. E. Shaw, Stacy worked in the Global Investment Opportunities Group at JPMorgan Chase & Co., where she provided investment advice and portfolio construction to ultra-high net worth individuals and family offices across the multi-asset class spectrum.

Ted Katramados

Director

BS, University of Pennsylvania (Wharton School); MBA, New York University (Stern School)

Ted, who joined TAG in 2006, is a Director and Associate Portfolio Manager of the TAG Relative Value Fund. Ted focuses on manager research, portfolio construction and risk management. This includes sector allocation analysis and manager selection along with the maintenance of TAG's proprietary database. Ted has 20 years of hedge fund experience focusing on counterparty credit risk management and absolute return strategies. He began his hedge fund career at Lehman Brothers in 1997 where he was responsible for managing credit relationships with hedge fund managers, supporting sales/trading desk efforts with those managers by setting credit limits, approving trades, and determining trade terms. Ted continued in this capacity at Chase Manhattan Bank and Deutsche Bank through 2002, when he joined Citigroup's fund-of-funds group. From 2002 to 2006, Ted performed manager due diligence, research and risk management functions, becoming a senior analyst on the credit/event driven strategies team. From 1990 to 1997, he was a counter party credit risk analyst focusing on bank and non-bank financial institutions at the Federal Reserve Bank of New York and the Australia and New Zealand Banking Group. He is a member of TAG's Investment Committee.

Bari Goldman

Director, Business Development

BS, Lehigh University; MBA, New York University (Stern School)

Bari focuses on new business opportunities, marketing, and sales efforts. Bari conveys the personalized level of service and expert advice TAG provides to its clients. With over 15 years of investment sales and marketing experience, Bari joined TAG in 2019 from Cantor Fitzgerald. There, she served as a Director in Institutional Sales, with a focus on relationship management, branding, and lead generation. Prior to Cantor, Bari held various sales and relationship management positions with Telsey Advisory Group, Alliance Bernstein, and UBS.

Liza Chiu Pavlow

Director, Portfolio Accounting

BA, University of Buffalo

Liza joined TAG in 2005 and has over 12 years of experience working with high net worth client portfolios including individuals, trusts, foundations, pooled family investment vehicles and small institutions. She is responsible for day-to-day maintenance and training of users on the firm’s portfolio management software as well as client portfolio performance analysis.

Veli Mursalov

Director, Portfolio Accounting

BS, Baku State University; MS, Mercy College

Veli joined TAG in 2007 and has over 10 years of experience working with high net worth clients. In his capacity as a Director, he is responsible for coordinating and supervising a team of portfolio accountants. Veli works closely with portfolio managers on asset allocation, manager selections and general investment recommendations.

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