TAG Associates Appoints Gonzalo A. Acevedo Managing Director [Yahoo! Finance]
HSBC Holdings, plc. (HSBC)
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Source: Yahoo! Finance
Acevedo, a wealth management veteran in South Florida, has joined the firm as Managing Director. Mr. Acevedo will work out of the Palm Beach office, where he will serve TAG clients in the area and support business development efforts throughout South Florida. He joins TAG Associates from BNY Wealth where he served as a Principal and Senior Client Strategist. Prior to BNY, Mr. Acevedo held a number of senior roles in South Florida with national and global investment and wealth advisory institutions, including Bradesco Bank, Bernstein Wealth Management, and HSBC Private Bank. “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,” said Jonathan Bergman, President of TAG Associates. “Gonzalo is a great fit to help lead the charge as we continue to grow and expand in the area.” TAG has numerous clients in South Florida, and identified i
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