TAG Associates Announces Bari Goldman Joins Firm as Director of Business Development


NEW YORK, March 28, 2019 (GLOBE NEWSWIRE) -- TAG Associates, LLC, a leading multi-family office and SEC Registered Investment Advisor, today announced Bari Goldman has joined the firm as Director of Business Development, reporting to Jonathan Bergman, President.

Ms. Goldman’s primary responsibilities at TAG will be to assist in the generation of new business, further develop branding initiatives, and support continued growth of the 35-year old firm.

“Bari embodies a true client-first mentality, which is what TAG values most,“ Bergman said. “Her expertise in relationship management and understanding of clients’ needs will allow her to bring visibility to the firm and communicate what we do so well – providing clients an exceptional wealth management experience.”

Ms. Goldman has 15 years of experience focused on client sales and marketing at financial firms, most recently as Director, Institutional Sales at Cantor Fitzgerald. Her prior positions include sales and marketing to investment advisors at Alliance Bernstein, and client management at UBS Private Bank.

“TAG offers a unique client proposition, providing families with both institutional quality investment management and personalized family office services,” Ms. Goldman said. “TAG recognizes the importance of long-term client relationships which is why its reputation in the multi-family office space is second-to-none. I’m thrilled to join TAG and eager to build upon the firm’s strong foundation and reputation.”

About TAG Associates (www.tagassoc.com)
Founded in 1983, TAG Associates pioneered the multi-family office concept. Since that time, the firm has established itself as a leader in private wealth management, with more than $8 billion in assets under management, serving over 110 high net worth families, most with complex, multi-generational financial planning needs.

For further information contact:

Michael Wichman
Dooley Wichman Communications
917-526-0855
michael@dooleywichman.com