Published February 17, 2021
TAG Associates LLC, a leading multi-family office and portfolio management services firm, is pleased to announce that the firm won the Private Asset Management (PAM) Award for “Best Family Office – Due …
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Published February 12, 2021
TAG Associates Managing Director and Senior Adviser in the Family Office Group Neil Shapiro was quoted in New York Times Wealth Matters column Feb. 12 about how private businesses can survive a …
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Published February 9, 2021
Jonathan Bergman interviewed Jeff Tumolo, TAG’s Chief Investment Strategist, on what opportunities he sees in today’s market.
Published January 29, 2021
Ted Katramados said, “As we head into 2021, we are definitely recommending to our clients that they look more closely in increasing allocations to absolute return hedge funds…Hedge fund allocations may go …
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Published January 27, 2021
Stacy Haislip will be participating in the PAM Virtual Awards on February 10. Stacy will be on a panel discussing Creating an Investment Portfolio to Manage Market Volatility. https://www.privateassetmanagementawards.com/agenda
Published December 8, 2020
TAG Associates, LLC is delighted to announce that Stacy Haislip, CFA, Director and Portfolio Manager on our portfolio management team, has been named by Crain’s New York Business as one of its …
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Published December 2, 2020
TAG Associates is proud to announce we’ve been nominated for three Private Asset Mangement (PAM) Awards. The nominations are in the categories of “Best Family Office – Due Diligence,” “Best family office …
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Published November 24, 2020
Ted Katramados will be participating in the Private Wealth Management summit on December 8th and 9th. Ted will be on a panel discussing Current Approaches and Strategies in Alternative Investing. http://www.os.privatewealthsummit.com/ …
Published November 5, 2020
Stacy Haislip, CFA will be participating in Opal Group’s Virtual Family Office Forum. Stacy will be on a panel discussing Fixed Income and Equity Market Allocation Strategies: Where are the Markets Heading …
Published November 2, 2020
Ted Katramados will be participating in IC Summits Virtual Summit on November 11th discussing the Utilization of Alternatives within a client portfolio. The panel will focus on Private Equity, Venture Capital, Liquid …