Jonathan M. Bergman
Director de Investigación - Acciones en TAG Associates LLC .
Perfil
Mr. Jonathan M.
Bergman is a President at TAG Associates LLC.
He has over 20 years of investment management experience, exclusively managing assets for high net worth families.
He serves as Portfolio Manager to client accounts and conducts investment manager due diligence.
He helps TAG portfolio management clients and their advisors integrate all aspects of their personal financial life, including investments, estate, insurance, and income tax planning.
Additionally, Mr. Bergman leads TAG’s research efforts in both private equity and private debt manager selection.
He joined the firm in 2012.
He is a member of TAG's Investment Committee.
Prior to joining the firm, he was employed with Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.
Mr. Bergman received his Bachelor of Business Administration degree from University of Wisconsin - Madison School of Business.
Cargos activos de Jonathan M. Bergman
| Empresas | Cargo | Inicio |
|---|---|---|
TAG Associates LLC
 TAG Associates LLC Investment ManagersFinance TAG Associates LLC (TAG) is a SEC-registered investment advisor and multi-client family office headquartered in New York City. The firm was founded in 1983 and is principally owned by TAG Associates Holding LLC. TAG offers investment management and family office services to individuals, families, endowments and foundations with substantial assets. | Director de Investigación - Acciones | 01/01/2012 |
Antiguos cargos conocidos de Jonathan M. Bergman.
| Empresas | Cargo | Fin |
|---|---|---|
Palisades Hudson Asset Management LP
 Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds. | Presidente | 01/07/2012 |
TAG Portfolio Management Group LLC
 TAG Portfolio Management Group LLC Investment ManagersFinance TAG Portfolio Management Group LLC is a fund-of-hedge funds manager located in New York City. The firm is affiliated with TAG Associates LLC, a multi-client family office and SEC-registered investment advisor. | Corporate Officer/Principal | - |
Formación de Jonathan M. Bergman.
| University of Wisconsin | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Palisades Hudson Asset Management LP
Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds. | Finance |
TAG Portfolio Management Group LLC
TAG Portfolio Management Group LLC Investment ManagersFinance TAG Portfolio Management Group LLC is a fund-of-hedge funds manager located in New York City. The firm is affiliated with TAG Associates LLC, a multi-client family office and SEC-registered investment advisor. | Finance |
TAG Associates LLC
TAG Associates LLC Investment ManagersFinance TAG Associates LLC (TAG) is a SEC-registered investment advisor and multi-client family office headquartered in New York City. The firm was founded in 1983 and is principally owned by TAG Associates Holding LLC. TAG offers investment management and family office services to individuals, families, endowments and foundations with substantial assets. | Finance |
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