Jonathan M. Bergman
Director of Research - Equity at TAG Associates LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Paul Benjamin Jacobs | M | - |
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. | 22 years |
| Anthony Dominic Criscuolo | M | - |
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. | 16 years |
| Larry Michael Elkin | M | - |
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. | 27 years |
| Jeffrey Tumolo | M | - |
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. | 24 years |
| Ted Katramados | M | - |
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. | 18 years |
| David Eric Basner | M | - |
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. | 22 years |
| Rebecca Pavese | F | - |
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. | 24 years |
| ReKeithen Miller | M | - |
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. | 17 years |
| David Patrick Walters | M | - |
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. | 22 years |
| John Steven Pantowich | M | - |
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. | 30 years |
| Ben Sullivan | M | - |
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. | 17 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Maria Weitzer | F | - |
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. | 4 years |
| Stanley Pantowich | M | - |
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. | 38 years |
| Michael DiCosimo | M | - |
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. | - |
| Teresa Sun | F | - |
University of Wisconsin
| 4 years |
| Laurie Samay | F | - |
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. | - |
| Kathleen Walsh | F | - |
University of Wisconsin
| 7 years |
| Laura Agran | F | - |
University of Wisconsin
| 5 years |
| Greg J. Schroeder | M | - |
University of Wisconsin
| 8 years |
| Eric Alexander | M | - |
University of Wisconsin
| 6 years |
| F. Alexander Charvat | M | - |
University of Wisconsin
| 8 years |
| William E. Brumsickle | M | - |
University of Wisconsin
| 4 years |
| Armand Ardika | M | 46 |
University of Wisconsin
| 6 years |
| Anna K. Pfaehler | F | - |
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. | - |
| Thomas Walsh | M | - |
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. | - |
| Chas Janisch | M | - |
University of Wisconsin
| 6 years |
| Chantell Johnson | F | - |
University of Wisconsin
| 6 years |
| Jason Joseph Schultz | M | - |
University of Wisconsin
| 5 years |
| Bart F. Reuter | M | - |
University of Wisconsin
| 8 years |
| Christopher John Scheuer | M | - |
University of Wisconsin
| 14 years |
| Brian W. Bauman | M | - |
University of Wisconsin
| 7 years |
| Vince Russo | M | - |
University of Wisconsin
| 6 years |
| Sean McLeod | M | - |
University of Wisconsin
| 6 years |
| Reik Watson Read | M | - |
University of Wisconsin
| 6 years |
| Todd Michael Griesbach | M | - |
University of Wisconsin
| 8 years |
| Eric French | M | - |
University of Wisconsin
| 3 years |
| Craig Kennison | M | - |
University of Wisconsin
| 8 years |
| Patrick Mark Gundlach | M | - |
University of Wisconsin
| 5 years |
| James Thalacker | M | - |
University of Wisconsin
| 8 years |
| Timothy Mattke | M | 48 |
University of Wisconsin
| 5 years |
| Renee Anderson | F | - |
University of Wisconsin
| 5 years |
| Kristin P. Hutchins | F | - |
University of Wisconsin
| 6 years |
| Joe W. Barnard | M | - |
University of Wisconsin
| 4 years |
| Tim Higgins | M | - |
University of Wisconsin
| 3 years |
| Jonathan R. Owen | M | - |
University of Wisconsin
| 4 years |
| Robertus Bismarka Kurniawan | M | 53 |
University of Wisconsin
| 2 years |
| Ben F. Rikkers | M | - |
University of Wisconsin
| 4 years |
| Kevin R. Schulz | M | - |
University of Wisconsin
| 3 years |
| Pandji Surya Soerjoprahono | M | 50 |
University of Wisconsin
| 4 years |
| Madhav Devidas Manjrekar | M | - |
University of Wisconsin
| 3 years |
| Jordan Solomon | M | - |
University of Wisconsin
| 4 years |
| Aimee Bruederle | F | - |
University of Wisconsin
| 4 years |
| Seth Smith | M | - |
University of Wisconsin
| 6 years |
| Brent M. Ledvina | M | - |
University of Wisconsin
| 4 years |
| David Christopher Ness | M | - |
University of Wisconsin
| 4 years |
| Eric Alamsjah Winarta | M | 52 |
University of Wisconsin
| 4 years |
| Kyu-Chang Yoo | M | 64 |
University of Wisconsin
| - |
| Tami L. van Straten | F | 52 |
University of Wisconsin
| 4 years |
| Neal Dihora | M | - |
University of Wisconsin
| 4 years |
| Spring Hollis | F | - |
University of Wisconsin
| 4 years |
| Robert Stanek | M | - |
University of Wisconsin
| 4 years |
| Adam Patros | M | - |
University of Wisconsin
| 5 years |
| Shacey Petrovic | F | 50 |
University of Wisconsin
| 5 years |
| Matthew Mueller | M | - |
University of Wisconsin
| 5 years |
| Andrew W. Tillman | M | - |
University of Wisconsin
| 4 years |
| Rob G. Parish | M | - |
University of Wisconsin
| 3 years |
| Danny A. Zouber | M | - |
University of Wisconsin
| 2 years |
| Brian Dohmen | M | - |
University of Wisconsin
| 4 years |
| Drew Justman | M | - |
University of Wisconsin
| 4 years |
| David Nierengarten | M | - |
University of Wisconsin
| 4 years |
| Jessica Cook | F | - |
University of Wisconsin
| 4 years |
| Zhi Wu Chen | M | 61 |
University of Wisconsin
| 5 years |
| Travis Lee Keshemberg | M | - |
University of Wisconsin
| 4 years |
| Robert Oliver Roell | M | - |
University of Wisconsin
| 4 years |
| Scott Schmitz | M | - |
University of Wisconsin
| 4 years |
| Jennifer L. Hanson | F | - |
University of Wisconsin
| 4 years |
| Stephen Pare' Schulz | M | - |
University of Wisconsin
| 4 years |
| Mike Egan | M | - |
University of Wisconsin
| 4 years |
| Douglas Craig Sipkin | M | - |
University of Wisconsin
| 4 years |
| Joseph Bachmann | M | - |
University of Wisconsin
| 4 years |
| Michael Nelson | M | - |
University of Wisconsin
| 4 years |
| Michael J. Harrison | M | - |
University of Wisconsin
| 4 years |
| Yadong Li | M | - |
University of Wisconsin
| 1 years |
| William P. Schultz | M | 49 |
University of Wisconsin
| 4 years |
| Cory Nettles | M | 54 |
University of Wisconsin
| 3 years |
| Rob S. Cook | M | - |
University of Wisconsin
| 4 years |
| Colleen P. Johnson | F | - |
University of Wisconsin
| 4 years |
| Derek Arthur Carter | M | - |
University of Wisconsin
| 4 years |
| Seth I. Friedman | M | - |
University of Wisconsin
| 4 years |
| Antony Muljanto | M | 50 |
University of Wisconsin
| 4 years |
| Michael Gruetzmacher | M | - |
University of Wisconsin
| 4 years |
| Thomas S. Hadley | M | - |
University of Wisconsin
| 4 years |
| Greg Schick | M | - |
University of Wisconsin
| 5 years |
| Paul Stone | M | 60 |
University of Wisconsin
| 2 years |
| Thomas Atkinson | M | - |
University of Wisconsin
| 4 years |
| Keith Geller | M | - |
University of Wisconsin
| 4 years |
| James R. Behnke | M | - |
University of Wisconsin
| 8 years |
| Denise Falkner | F | 55 |
University of Wisconsin
| 2 years |
| Bert Brahm | M | - |
University of Wisconsin
| 2 years |
| Emily Usow Kerstein | F | - |
University of Wisconsin
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jonathan M. Bergman
- Personal Network
