Jonathan M. Bergman
Director of Research - Equity at TAG Associates LLC
Jonathan M. Bergman active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Investment Committee Member | 2011-12-31 | - | |
| Portfolio Manager-Equities | 2011-12-31 | - |
Career history of Jonathan M. Bergman
Former positions of Jonathan M. Bergman
| Companies | Position | Start | 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 | 1997-05-31 | 2012-06-30 |
| Chief Investment Officer | 1997-05-31 | 2012-06-30 | |
| Investment Committee Member | 2009-12-10 | 2012-06-30 | |
| Portfolio Manager-Equities | 2012-06-10 | 2012-06-30 | |
| Portfolio Manager-Fixed Income | 2012-06-10 | 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 | 2012-06-30 | - |
Training of Jonathan M. Bergman
| University of Wisconsin | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Investment Committee Member | 2 |
| Portfolio Manager-Equities | 2 |
| Chairman | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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