provides unbiased, customized financial advice to wealthy families, foundations, and endowments.
Chief Executive Officer, TAG Associates
BA, University of Pennsylvania; MBA, Wharton School
David has 25 years’ experience in asset management, private equity investing and investment banking, working with both institutional and high net worth clients. Since joining TAG in 2002, he has formalized TAG’s Portfolio Management Group as a division of TAG Associates. David oversees the group’s professionals in the areas of asset allocation, portfolio construction, manager selection, risk management, fund administration and business development. He is Portfolio Manager of the TAG Relative Value Fund and the Co-Portfolio Manager of the TAG Distressed Debt Funds. He also has responsibility for overseeing the TAG Diversified Strategies Fund. As CEO of TAG, David has additional responsibility for all aspects of the company’s business. He is a member of TAG’s Investment Committee. David is on the Board of Senvest Capital, Inc., a Toronto-listed public company. Prior to joining TAG, he worked in private equity and investment banking at the firm of Arnhold and S. Bleichroeder.
Stanley H. Pantowich, CPA
BS, University of Illinois; Advanced Mgmt. Program, Harvard Business School
Stan began his career at Arthur Young (now Ernst & Young) and went on to co-found TAG Associates in 1983. Stan and his partners founded the multi-family office based on the need to integrate all aspects of a client’s personal finances.
Under his stewardship the firm has grown into a preeminent multi-family office dedicated to the conservation and growth of approximately $8 billion in assets under management. He is Chairman of TAG's Investment Committee.
Stan is on the Board of Directors of both the American Jewish Committee-New York Branch and the Alpine Capital Bank. He is former Chairman of the Board of Directors of the Jewish Home Lifecare System and still serves on its Executive Committee. He is the author of many articles, has lectured widely in the field of taxation, and has chaired or co-chaired a number of conferences dealing with family office and wealth management issues.
In 2005 Stan was honored with Private Asset Management’s first Lifetime Achievement Award in recognition of his pioneering work in the field of family wealth management.