TAG Associates Overview

  • Service
  • Accounting Firm

  • Year Founded
  • 1983

Year Founded

  • Serviced Investors
  • 1

TAG Associates General Information

Description

TAG Associates is a multi-family office based in New York, New York. Established in 1983, the firm provides family office services including financial management, tax planning and compliance, estate and trust planning and aviation management. Additionally, the firm provides portfolio management to its clients.

Contact Information

Year Founded
1983
Service Provider Type
Accounting/Auditor
Corporate Office
  • 810 Seventh Avenue
  • 7th Floor
  • New York, NY 10019
  • United States
+1 (212) 000-0000

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TAG Associates Team (33)

Name Title Deals Office Contact
Info
David Basner Chief Executive Officer, Portfolio Manager & Chairman of the Investment Committee New York, NY
Jonathan Bergman President, Portfolio Manager & Member of Investment Committee New York, NY
Jeffrey Tumolo Managing Director & Chief Investment Strategist New York, NY
Jorge Gonzalez ESQ Managing Director, Fund Administration, In-House Counsel, Chief Compliance Officer and Member of Investment Committee New York, NY
Clara Wong Managing Director & Senior Advisor, Family Office Group New York, NY
You’re viewing 5 of 33 team members. Get the full list »

TAG Associates Board Members (7)

Name Representing Role Since
David Basner TAG Associates Chief Executive Officer, Portfolio Manager & Chairman of the Investment Committee 000 0000
Gary Fuhrman Self Chairman 000 0000
John Pantowich TAG Associates Managing Director, Portfolio Manager & Member of Investment Committee 000 0000
Jonathan Bergman TAG Associates President, Portfolio Manager & Member of Investment Committee 000 0000
Stacy Haislip TAG Associates Director, Portfolio Manager & Member of Investment Committee 000 0000
You’re viewing 5 of 7 board members. Get the full list »

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