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Jonathan M. Bergman
Directeur de la Recherche - Actions chez
TAG Associates LLC
Profil
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.
Postes actifs de Jonathan M. Bergman
| Sociétés | Poste | Début |
|---|---|---|
TAG Associates LLC
 TAG Associates LLC Investment ManagersFinance TAG seeks to help clients achieve their personal financial goals through customized, objective advice that balances risk management and growth of capital. To identify the best opportunities for client’s portfolio, the firm looks across a full range of both publicly traded and private investments. As tax-aware investors, TAG seeks to invest prudently to minimize the significant impact taxes can have on returns when managing portfolios. | Directeur de la Recherche - Actions | 01/01/2012 |
Anciens postes connus de Jonathan M. Bergman
| Sociétés | Poste | Fin |
|---|---|---|
Palisades Hudson Asset Management LP
 Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson focuses on asset allocation and long-term, disciplined investing. The firm creates an asset allocation for each active management and trust management client that is consistent with the client’s risk tolerance and short- and long-term objectives. They seek to balance growth and security by building diversified portfolios comprised of cash equivalents, fixed-income securities, alternative investments, and US large-cap, US small-cap, international, natural resources, and real estate equities. | Président | 01/07/2012 |
TAG Portfolio Management Group LLC
 TAG Portfolio Management Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Jonathan M. Bergman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Palisades Hudson Asset Management LP
Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson focuses on asset allocation and long-term, disciplined investing. The firm creates an asset allocation for each active management and trust management client that is consistent with the client’s risk tolerance and short- and long-term objectives. They seek to balance growth and security by building diversified portfolios comprised of cash equivalents, fixed-income securities, alternative investments, and US large-cap, US small-cap, international, natural resources, and real estate equities. | Finance |
TAG Portfolio Management Group LLC
TAG Portfolio Management Group LLC Investment ManagersFinance Provides investment advice | Finance |
TAG Associates LLC
TAG Associates LLC Investment ManagersFinance TAG seeks to help clients achieve their personal financial goals through customized, objective advice that balances risk management and growth of capital. To identify the best opportunities for client’s portfolio, the firm looks across a full range of both publicly traded and private investments. As tax-aware investors, TAG seeks to invest prudently to minimize the significant impact taxes can have on returns when managing portfolios. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
