Published February 6, 2020
Jonathan M. Bergman, TAG’s President, sat down with Timothy Schuster, CPA and Matthew Kerzner, Ph.D. from EisnerAmper’s Center for Family Business Excellence to discuss Lessons Learned in a Multi-Family Office and TAG’s …
Published January 22, 2020
Ted Katramados, TAG Associates Portfolio Manager, will be moderating a panel at this years New York RIA Summit on February 6th. Ted’s panel will focus on Alternative Investments for Advisors, more specifically …
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Published December 16, 2019
TAG Associates is proud to announce we have been shortlisted for the Private Asset Management (PAM) Awards: Best Family Office — Due Diligence Processes award. We’re excited to be recognized for such …
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Published December 9, 2019
TAG’s Chief Investment Strategist Jeff Tumolo sat down with Hedge Interview to chat about the importance of an investment diligence process and what makes our funds unique. Thank you Hedge Interview for …
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Published December 5, 2019
TAG Associates is excited to announce that Jonathan Bergman, President, has been nominated for the Family Wealth Report 2020 – Leading Individual Award (Multi-Family Office).
Published November 11, 2019
At the 6th Annual Family Office Club Super Summit in December, Jonathan M. Bergman, CFP, President of TAG, will be participating on a panel of some on the topic of “Family Office …
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Published November 10, 2019
In December, TAG’s President, Jonathan Bergman, CFP, will be a panel expert on an increasingly interesting investment topic, “Non-Correlated/Niche Fund Strategies,” at the Alternative Investing Summit. Conference Details: “The Alternative Investing Summit …
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Published November 8, 2019
TAG’s President, Jonathan M. Bergman, CFP, was a panelist at this years’ Family Office Club’s Private Investor Summit hosted by the Family Office Club on September 24th. He discussed “Where the ultra
Published September 27, 2019
At this years Super Return East Conference on 6/10-6/12 in Boston, TAG’s President Jonathan M. Bergman, CFP will be speaking on the Private Credit Panel.