Published May 28, 2024
Jonathan Bergman will be a panelist at the Alternative Investments Symposium on June 5th at The Harvard Club. He will be sharing his thoughts about the “New Normal” and the role that …
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Published April 8, 2024
Ted Katramados will be a panelist at the Portfolio Summits New York RIA Summit on May 21st. Ted will discuss the importance of having access to, and utilizing, alternatives in client portfolios. …
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Published April 1, 2024
Lane Fraum will be a panelist at the Institutional Crypto Conference East at the Metropolitan Club on April 10th. Lane will discuss building and diversifying a crypto portfolio as well as incorporating …
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Published March 27, 2024
Jeff Tumolo participated in the Private Wealth Management Summit in San Diego from March 4th-March 6th. Jeff was on the “Balancing Act: Crafting the Perfect Blend of Public and Private Alternatives in …
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Published November 30, 2023
Jonathan Bergman will be participating in the Private Wealth Management Summit in Palm Beach, Florida on December 6th. Jonathan will be moderating the “Exploring Private Equity Strategies in an Evolving Landscape” panel.
Published October 2, 2023
Jonathan Bergman was quoted in a recent Family Wealth Report article entitled, “How Advisors Are Cashing In On Cash.” Jonathan offered his pithy perspective on choosing Treasuries as a cash alternative. Read …
Published September 26, 2023
Stacy Haislip will be participating in Opal Group’s Private Markets Investment Forum on September 28th. Stacy will discuss areas of allocator interest, ramifications of write downs in recent vintages, and the outlook …
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Published July 11, 2023
In May, TAG Associates won the 2023 Family Wealth Report Award for Best Private Client Investment Platform. In the recent issue of Acclaim Magazine, which recognizes leaders across the global wealth management …
Published June 20, 2023
TAG Associates today announced that Lane Fraum has joined the firm as Director to lead TAG’s growth efforts in Florida. Mr. Fraum will be based in the firm’s recently opened West Palm …
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Published June 12, 2023
Ted Katramados will be a moderator at the Private Wealth East Spring Forum on June 13th. Ted will be moderating the “Alternatives – Time to Shine” panel. Read more about the Forum …
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