Leadership Team

The leadership team at TAG Financial Institutions Group has a wealth of experience in the financial industry. They have worked at some of the top firms in the world, including FPG Advisory, The Peakstone Group, Allegiance Capital, WI Capital Partners, and Morgan Stanley Wealth Management. They have also interned at Falconhead Capital, LLC and Berk Communications, Inc. and EM50, Inc. They hold degrees from Brown University, DePaul Driehaus College of Business, and Boston College Carroll School of Management.