TAG Associates jobs and careers
New York, NY, United States
About TAG Associates
TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $9.5 billion of assets under management for 110 clients. TAG is consistently ranked among the largest multi-family office in the U.S. TAG is a registered investment advisor and a registered commodities pool operator. Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators. TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses: -An integrated process of planning how to manage one’s assets; -Allocating among different asset classes; -Selecting investment managers; -Monitoring the results and adapting to changing needs. TAG is free of bias regarding the selection of investment managers, investment products and strategies, and thus chooses independently from the entire universe of talent.
- Founded
- 1983
- Employees
- 125
- Headquarters
- New York
Leadership
The top of TAG Associates's org chart, with how many people report into each leader.
Neil Shapiro
President and Head of Family Office Practice
5 reports
Galina Portnoy, CPA
Managing Director
Farahana Ali
Investment Analyst
2 reports
Nami S. Kim
Managing Director
John Pantowich
Managing Director
Jobs at TAG Associates
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