Jonathan Bergman

jonathanBergman

Jonathan has over 16 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. Jonathan helps TAG portfolio management clients and their advisors integrate all aspects of their personal financial life, including investments, estate, insurance, and income tax planning. Jonathan ha a strong background in private equity manager selection as well as direct coinvestment diligence. Additionally, he serves as a member of the advisory board of a private equity partnership.

Jonathan joined TAG in 2012 from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee. Jonathan currently serves as a Director of Career Gear, a public charity that provides programming, services and business attire to disadvantaged men. He is past Chairman of The Wisconsin Business Alumni Board of the Wisconsin School of Business. He is a member of TAG’s Investment Committee.