Jonathan M. Bergman, CFP®
Jonathan is an accomplished leader in wealth management with nearly 30 years of experience exclusively advising ultra-high-net-worth families. He shares management of the firm’s growth and strategic initiatives, and oversees its investment advisory division, ensuring bespoke, insightful guidance and white glove service tailored to each client’s unique financial needs.
Previously, Jonathan served as President of TAG Associates, a multi-family office, and as Chief Investment Officer at Palisades Hudson Asset Management, a registered investment advisor. Additionally, he is a member of the Advisory Board of Mission OG, a growth equity firm specializing in the financial services sector, and the Ultra High Net Worth Institute, a nonprofit think tank empowering advisors serving wealthy individuals and families.
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​Jonathan is former Chairman of The Wisconsin Business Alumni Board for the Wisconsin School of Business. Jonathan earned his Bachelor of Business Administration from the University of Wisconsin-Madison. (Go Badgers!)
A recognized industry thought leader frequently featured in publications and podcasts for his perspectives on wealth management, the evolving needs of UHNW families, and the role of independent advisors, Jonathan was commended as Leading Individual (MFO) by Family Wealth Report in 2021. Jonathan resides in Manhattan with his wife and two children. He is a Certified Financial Planner (CFP).