TAG Financial Institutions Group Employee Directory

Investment BankingNew York, United States11-50 Employees

TAG Financial Institutions Group (TFIG) is a specialized investment banking firm that concentrates on advising middle-market financial services companies. Headquartered in New York, NY, it targets mid-sized firms seeking strategic guidance and execution across opportunities within the financial sector. The firm emphasizes attentive service and rigorous execution, with a focus on aligning its work with each client's objectives.

Some principals are registered representatives of TAG Capital Partners, LLC, and TAG Financial Institutions Group operates as an affiliated but separate entity, with securities and investment banking services provided through TAG Capital Partners, LLC. A recent development is the appointment of Warren May as senior advisor in August 2023, reflecting ongoing expansion of the advisory team.

Find TAG Financial Institutions Group employees' phone numbers or email addresses

TAG Financial Institutions Group Global Highlights

Location
Employees

North America
207

Minus sign iconPlus sign icon
  • United States Of America
    207

Africa
3

Minus sign iconPlus sign icon
  • Nigeria
    3

Europe
2

Minus sign iconPlus sign icon
  • Belgium
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Asia
1

Minus sign iconPlus sign icon
  • Singapore
    1

TAG Financial Institutions Group's Leadership

  • Stylized image of a person
    M. M.
    Chief Information Officer
    Phone icon
  • Stylized image of a person
    J. B.
    Vice President Commercial Banking
    Phone icon
  • Stylized image of a person
    S. H. N.
    Managing Partner
    Phone icon
  • Stylized image of a person
    K. P.
    Partner, Co-Founder
    Phone icon
  • Stylized image of a person
    R. C.
    Svp - Enterprise Portfolio Management Office
    Phone icon
  • Stylized image of a person
    R. N.
    Vice President
    Phone icon
  • Stylized image of a person
    A. A.
    Vice President
    Phone icon
  • Stylized image of a person
    C. B.
    Vice President
    Phone icon

TAG Financial Institutions Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Business Development
  • Accounting
  • Other
  • Administrative

Contact profiles from TAG Financial Institutions Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. G.
    Information Technology Support Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    W. M.
    Senior Business Advisor
    Phone icon
    United StatesIowa
    Nov 17, 2025
  • Stylized image of a person
    J. W.
    Senior Advisor
    Phone icon
    United StatesGeorgia
    Jun 12, 2025
  • Stylized image of a person
    J. B.
    Senior Advisor
    Phone icon
    United Kingdom
    Dec 23, 2025
  • Stylized image of a person
    K. D.
    Senior Associate
    Phone icon
    Mar 31, 2025
  • Stylized image of a person
    M. K.
    Senior Associate
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    B. M.
    Investment Banking Associate
    Phone icon
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    B. E.
    Accountant
    Phone icon
    United StatesNew York
    Apr 24, 2025
  • Stylized image of a person
    C. G.
    Banker
    Phone icon
    United StatesWisconsin
    Mar 21, 2025
  • Stylized image of a person
    C. L.
    Certified Personal Trainer
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is TAG Financial Institutions Group known for?

Minus sign iconPlus sign icon
TAG Financial Institutions Group was founded in 2012 operates in the Investment Banking industry. The company's main headquarters is located in 275 Madison Avenue 30th Floor New York, New York United States; you can contact the main corporate office by phone at . Explore TAG Financial Institutions Group's company overview page for more information.

What is TAG Financial Institutions Group's most common email format?

Minus sign iconPlus sign icon
TAG Financial Institutions Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TAG Financial Institutions Group email formats with LeadIQ.

How many employees does TAG Financial Institutions Group have currently?

Minus sign iconPlus sign icon
TAG Financial Institutions Group has approximately 20 employees as of June 2026. These team members are located across 4 continents, including North AmericaAfricaEurope.

Who are TAG Financial Institutions Group's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, TAG Financial Institutions Group's key employees include:

  • Chief Information Officer: M. M.
  • Vice President Commercial Banking: J. B.
  • Managing Partner: S. H. N.
  • Partner, Co-Founder: K. P.
  • Svp - Enterprise Portfolio Management Office: R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.