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
Neil Shapiro
Head of Family Office Practice
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
Ted Katramados
Lane Fraum
Director
Veli Mursalov
Director
Jake Steinberger
Manager, Research & Client Advisory
Collin Tam
Manager, Research & Client Advisory

Family Office

Clara Wong
Managing Director
Martina Weihs-Werner, CPA
Managing Director
Judith Coan Balsan, CPA
Managing Director
Nami S. Kim, CPA
Managing Director
Heather Weiser
Sandy Chan, CPA
Joanne Ra, CPA

Firm Administration

Thomas Blandford
Controller