FWA Announces the Appointment of Its First President, Rachel Hyman
February 07, 2022 11:00 ET
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Family Wealth Alliance
SCOTTSDALE, Ariz., Feb. 07, 2022 (GLOBE NEWSWIRE) -- The Family Wealth Alliance, the leader in serving North American multifamily wealth firms, today named its first President. “I am pleased to...
TAG Associates Nominated for Four Industry Awards
January 25, 2022 10:00 ET
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TAG Associates, LLC
NEW YORK, Jan. 25, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was nominated for two Family...
TAG Associates to Serve as Founding Supporter of Greenhouse Scholars in New York
January 18, 2022 11:48 ET
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TAG Associates, LLC
NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- TAG Associates, a leading multi-family office and portfolio management services firm, today announced that it has partnered with Greenhouse Scholars, an...
TAG Associates Announces Retirement of Founder Stanley Pantowich
December 20, 2021 11:00 ET
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TAG Associates, LLC
NEW YORK, Dec. 20, 2021 (GLOBE NEWSWIRE) -- TAG Associates, LLC, a leading multi-family office, announced today that TAG Co-Founder Stanley Pantowich is retiring from the firm, effective Dec. 31,...
Investor Survey Reveals Advisors are Still Battling Loyalty and Client Self-Confidence When It Comes to Their Financial Futures
September 15, 2021 09:03 ET
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Investments & Wealth Institute
DENVER, CO, Sept. 15, 2021 (GLOBE NEWSWIRE) -- The Investments & Wealth Institute released its 2021 Investor Report, conducted by Absolute Engagement, in partnership with Hightower Advisors,...
TAG’s Stacy Haislip Named One of 2021’s Notable Women on Wall Street
March 08, 2021 15:10 ET
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TAG Associates, LLC
NEW YORK, March 08, 2021 (GLOBE NEWSWIRE) -- TAG Associates, LLC, a leading multi-family office, is pleased to announce that Stacy Haislip, Director and Portfolio Manager with TAG’s portfolio...
TAG Associates Wins PAM Award for Investment Due Diligence
February 17, 2021 10:00 ET
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TAG Associates, LLC
NEW YORK, Feb. 17, 2021 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, is pleased to announce that the firm won the Private Asset...
Rob Mitchell steps down as President of Dixon Mitchell, Janine Guenther takes the helm
January 26, 2021 09:00 ET
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Dixon Mitchell Investment Counsel
VANCOUVER, British Columbia, Jan. 26, 2021 (GLOBE NEWSWIRE) -- Dixon Mitchell Investment Counsel, an independent investment counsellor for institutional, private wealth and First Nations clients,...
TAG’s Stacy Haislip Named One of 2020’s Notable Women in Financial Advice
December 07, 2020 12:41 ET
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TAG Associates, LLC
NEW YORK, Dec. 07, 2020 (GLOBE NEWSWIRE) -- TAG Associates, LLC, a leading multi-family office, is delighted to announce that Stacy Haislip, Director and Portfolio Manager with TAG’s portfolio...
TAG Associates Announces Bari Goldman Joins Firm as Director of Business Development
March 28, 2019 11:00 ET
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TAG Associates, LLC
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...