Jonathan Bergman

Managing Director, TAG Associates

Jonathan M. Bergman, CFP® is Managing Director of TAG Associates LLC, a New York City multi-family office. Mr. Bergman has over 15 years of investment management experience, exclusively managing assets for high net worth families. Mr. Bergman serves as portfolio manager to client accounts and conducts investment manager diligence. Mr. Bergman helps TAG portfolio management clients and their advisors integrate all aspects of their personal financial life, including investments, estate, insurance, and income tax planning. He is a member of TAG's Investment Committee. Mr. Bergman is past Chairman of The Wisconsin Business Alumni Board of the Wisconsin School of Business.

Jonathan’s Recent activity