Senior Leadership

Jonathan M. Bergman, CFP®

Jonathan M. Bergman, CFP®


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


  • Joined TAG Associates in 2012
  • Chief Investment Officer, Palisades Hudson Financial Group

Education and Professional Designations:

  • University of Wisconsin-Madison School of Business, BBA

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