TAG Associates Wins Two PAM Awards, Including Best Multi-Family Office

PAM Awards 2023 - Winner

Director Ted Katramados wins Best Investment Manager/Professional; TAG Also Nominated for Three Family Wealth Report Awards

TAG Associates LLC today announced that the firm won two Private Asset Management (PAM) Awards, including the top industry award for multi-family offices.

TAG, which manages over $9 billion in client assets, won Best Multi-Family Office in the under $10 billion assets under management category.

“TAG continues to demonstrate industry leadership across the board,” said David Basner, TAG CEO. “The entire team at TAG deserves credit for elevating our services and delivering for clients, particularly through a turbulent 2022 in financial markets. We’re honored by the clients who trust us with their financial well-being, and we constantly look for new and better ways to provide personalized, holistic advice and best-in-class investments. We accomplished that in 2022, and we believe there’s more to come.”

Ted Katramados, TAG Director and Associate Portfolio Manager, was named Best Investment Manager/Professional at the awards ceremony, which took place Feb. 9th. Katramados oversees TAG’s Absolute Return strategy, which significantly stabilized client portfolios in 2022 amidst rare concurrent declines in both stocks and bonds.

“Ted excels at sourcing, researching and managing Absolute Return funds strategies which provide steady, solid returns,” Mr. Basner said. “The funds Ted selected steered us through difficult waters. Rarely does an Absolute Return investor get the limelight, so we’re delighted for Ted to have this recognition.”

TAG has also been nominated for three awards by Family Wealth Report (FWR), a leading ultra-high net worth family wealth management industry publication.

The three FWR award nominations are for:

  • Multi-Family Office ($5 billion to $15 billion AUM/AUA)
  • Private Client Investment Platform
  • Rising Star under 40 (Stacy Haislip, TAG Director)

FWR will host an awards presentation on May 4th at the Mandarin Oriental Hotel in New York City.

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.