Jonathan M. Bergman, CFP

Jonathan M. Bergman, CFP has extensive work experience in the field of finance and investment management. Jonathan M. worked at TAG Associates from July 2012 to March 2019, initially as a Managing Director and later as the President. In this role, they served as a portfolio manager for client accounts, conducted investment manager diligence, and helped clients integrate various aspects of their personal financial life. Jonathan also served as an Advisory Board Member at The UHNW Institute starting from March 2021.

In addition, Jonathan was a Board Director at Career Gear from January 2014 to August 2018, where they provided guidance and support. Jonathan M. also played a significant role as the Chair/Board Member of the Wisconsin Business Alumni Board from February 2008 to December 2012. The board aimed to connect alumni and friends to the Wisconsin School of Business and supported the school's advancement programs.

Before joining TAG Associates, Jonathan worked at Palisades Hudson Financial Group LLC from June 1997 to July 2012. Jonathan M. held the positions of Chief Investment Officer and Vice President. In this role, they provided a wide range of financial services to clients, including asset allocation programs, investment analyses, cash flow projections, retirement plans, and tax strategies. Jonathan M. was also responsible for launching Palisades Hudson Asset Management in 1997.

Overall, Jonathan M. Bergman, CFP has demonstrated expertise in portfolio management, client service, investment analysis, and financial planning throughout their professional career.

Jonathan M. Bergman, CFP attended the Wisconsin School of Business from 1994 to 1997. Details about the degree name and field of study are not provided. Additionally, they obtained the Certified Financial Planner certification from the Certified Financial Planner Board of Standards, Inc., but the specific month and year of attainment are not mentioned.