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Jonathan Bergman Managing Director at TAG Associates


Jonathan Bergman serves as portfolio manager to client accounts and conducts investment manager diligence at TAG Associates, an $8 billion multi-family office. Mr. Bergman has over 20 years of investment management experience, exclusively managing assets for high net worth families. Mr. Bergman leads TAG’s research efforts in both private equity and private debt manager selection. He is a member of TAG’s Investment Committee.

Additionally, Mr. Bergman 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.

Agenda Sessions