Jonathan M. Bergman, CFP®
President
TAG Associates responsibilities:
- Oversees client experience & business development
- Portfolio Manager for client accounts
- Head of research private equity and private debt strategies
- Portfolio Manager, TAG Yield Opportunities Fund
- Member of TAG’s Investment Committee
Experience:
- Joined TAG Associates in 2012
- Chief Investment Officer, Palisades Hudson Financial Group
Education and Professional Designations:
- University of Wisconsin-Madison School of Business, BBA
- CFP®, CERTIFIED FINANCIAL PLANNER™
Boards, Philanthropic Involvement, Awards and Honors:
- Commended, Family Wealth Report 2021 Awards - LEADING INDIVIDUAL (MFO)
- Finalist, Family Wealth Report 2020 Awards - LEADING INDIVIDUAL (MFO)
- Advisory Board, UHNW Institute
- Former Director, Career Gear, a public charity that provides programming, services and business attire to disadvantaged men
- Past Chairman of The Wisconsin Business Alumni Board of the Wisconsin School of Business
