Jonathan M. Bergman
Director of Research - Equity at TAG Associates LLC
Profile
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.
Jonathan M. Bergman active positions
| Companies | Position | Start |
|---|---|---|
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 of Research - Equity | 2011-12-31 |
Former positions of Jonathan M. Bergman
| Companies | Position | End |
|---|---|---|
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. | Chairman | 2012-06-30 |
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 | - |
Training of Jonathan M. Bergman
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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