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FUNDRAISING NEWS | January 07, 2025
Tags: Personnel, Financial Advisor Move
TAG Associates announced that Florida-based wealth management veteran Gonzalo Acevedo has joined the firm as managing director.
Acevedo will be operating from TAG’s Palm Beach, FL, office where he will support the firm’s development efforts throughout South Florida.
Prior to joining TAG, Acevedo served as a principal and senior client strategist at BNY Wealth. He began his career in 1993 as a private banker with Citigroup and subsequently spent time at ABN AMRO, Bank of America Private Bank, HSBC Private Bank, SunTrust, City National Bank, Bernstein Private Wealth, Bradesco Bank, and Safra National Bank.
Written By: Dakota
February 10, 2025
January 06, 2025
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