Your Team

TAG Associates professionals are passionate about helping you build and maintain your wealth for your lifetime and beyond.

Senior Leadership

David Basner

Chief Executive Officer

Gary Fuhrman

Chairman

Portfolio Management

Jeffrey Tumolo

Managing Director, Chief Investment Strategist

John S. Pantowich

Managing Director

Jorge L. Gonzalez, ESQ.

Managing Director, Fund Administration, TAG In-House Counsel

Liza Chiu Pavlow

Managing Director

Veli Mursalov

Managing Director

Ted Katramados

Managing Director

Collin Tam

Manager, Research & Client Advisory

Family Office

Clara Wong

Managing Director

Martina Weihs-Werner, CPA, TEP

Managing Director

Nami S. Kim, CPA

Managing Director

Judith Coan Balsan, CPA

Managing Director

Galina Portnoy, CPA

Managing Director

Sandy Chan, CPA

Director

Heather Weiser

Director

Shu Chen, CPA

Director

Marta Olszak, CPA

Director

Firm Technology

Khurram Khan

IT Director

Firm Administration

Thomas Blandford

Controller