TAG Associates
Galina Portnoy, CPA has over 25 years of work experience in the accounting industry. Galina most recently served as the Director of a Multi Family Office at TAG Associates starting in June 2021. Prior to that, from July 2016 to June 2021, they were the Director of the HNW Private Client Group at CBIZ Marks Paneth. Galina also worked at Kranz & Company LLP, CPAs for almost 19 years, starting in September 1997 and serving as Manager of Tax and Family Office Services until June 2016. Galina began their career at Esquire Communications Ltd in May 1996, where they worked as a Staff Accountant until September 1997.
Galina Portnoy, CPA, has a Bachelor of Business Administration (BBA) degree with a major in Accounting. Galina obtained this degree from Baruch College. Galina has also obtained the certification of Certified Public Accountant (CPA) from the New York State Department of Education. No specific information is provided regarding the month and year when they obtained this certification.
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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.