Portfolio Management

Jake Steinberger

Jake Steinberger

Manager, Research & Client Advisory

TAG Associates responsibilities:

  • Associate Portfolio Manager for client accounts
  • Assists on asset allocation, manager selection, and investment recommendations
  • Conducts investment manager due diligence


  • Joined TAG Associates in 2022
  • GM Advisory Group, Research Analyst, Investment Team

Education and Professional Designations:

  • University of Wisconsin-Madison, BS