TAG Associates LLC today announced that the firm was shortlisted for four awards sponsored by With Intelligence Private Asset Management (PAM), a prestigious private wealth management industry publication.
The four award nominations are for:
- Best multi-family office under $10 billion
- Best family office – due diligence processes
- Best family office – long-term investment philosophy
- Manager or investment professional of the year – Ted Katramados, Director
“In 2022, we entered a period of great market volatility and uncertainty and, as always, our team rose to the occasion across the board with smart, creative approaches to client wealth preservation,” said David Basner, CEO of TAG. “We are particularly pleased with Ted’s nomination – he played a significant role in stabilizing client portfolios with our successful absolute return strategies.”
TAG won the PAM Best Family Office-Due Diligence award in both 2021 and 2022, and has been nominated for numerous other PAM awards over the years.
PAM will host an awards presentation on Feb. 9th at 583 Park Avenue, New York.
The Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector to showcase incredible achievements for over two decades. The highly sought-after awards are a true seal of approval from the private wealth community and provide a launchpad for future success. The judging process, using an independent panel made up of industry experts, is based on a mixture of qualitative and quantitative performance indicators. More information about the Private Asset Management Awards is available here.