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

Jonathan M. Bergman, CFP®

President

Gary Fuhrman

Chairman

Neil Shapiro, CPA

Head of Family Office Practice

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

Stacy Haislip, CFA

Director

Ted Katramados

Director

Lane Fraum

Director

Liza Chiu Pavlow

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

Pierre Faraguna, CPA

Director

Heather Weiser

Director

Sandy Chan, CPA

Director

Joanne Ra, CPA

Director

Galina Portnoy, CPA

Director

Firm Administration

Thomas Blandford

Controller