TAG Associates – a multi-family office and portfolio management services firm – announced that Gonzalo A. Acevedo, a wealth management veteran in South Florida, has joined the firm as Managing Director.
Acevedo will work out of the Palm Beach office, serving TAG clients in the area and supporting business development efforts throughout South Florida. And he joins TAG Associates from BNY Wealth where he served as a Principal and Senior Client Strategist. Before BNY, Acevedo held several senior roles in South Florida with national and global investment and wealth advisory institutions, including Bradesco Bank, Bernstein Wealth Management, and HSBC Private Bank.
TAG has several clients in South Florida and identified it as a key growth area, leading the firm to open its first office outside of New York City when it launched an outpost in West Palm Beach in 2023.
Acevedo is a native of South Florida, earning his BA and MBA from Florida International University (FIU). And he is active in the community, serving as a member of the President’s Council at FIU, Incoming Chair of the Board of Advisors of the Wolfsonian FIU Museum, Member and Immediate Past Chair of the Financial Services Committee at the Miami Dade Beacon Council and is on the Board of Directors of the Miami Finance Forum.
KEY QUOTE:
“Gonzalo’s extensive experience serving high net worth families, his track record with top financial firms, and his deep roots and networks in South Florida will be a valuable resource for our clients. Gonzalo is a great fit to help lead the charge as we continue to grow and expand in the area.”
– Jonathan Bergman, President of TAG Associates
