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

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  • United States Of America
    207

Africa
3

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  • Nigeria
    3

Europe
2

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  • Belgium
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Asia
1

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  • Singapore
    1

TAG Financial Institutions Group's Leadership

  • Stylized image of a person
    M. M.
    Chief Information Officer
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  • Stylized image of a person
    J. B.
    Vice President Commercial Banking
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  • Stylized image of a person
    S. H. N.
    Managing Partner
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  • Stylized image of a person
    K. P.
    Partner, Co-Founder
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  • Stylized image of a person
    R. C.
    Svp - Enterprise Portfolio Management Office
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  • Stylized image of a person
    R. N.
    Vice President
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  • Stylized image of a person
    A. A.
    Vice President
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  • Stylized image of a person
    C. B.
    Vice President
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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
    S. H. N.
    Managing Partner
    Phone icon
    United StatesFlorida
    Jun 16, 2026
  • Stylized image of a person
    K. P.
    Partner, Co-Founder
    Phone icon
    United StatesNew Jersey
    Jun 02, 2026
  • Stylized image of a person
    M. M.
    Chief Information Officer
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. C.
    Svp - Enterprise Portfolio Management Office
    Phone icon
    United StatesFlorida
    Apr 14, 2026
  • Stylized image of a person
    R. N.
    Vice President
    Phone icon
    United StatesNew Jersey
    Apr 17, 2026
  • Stylized image of a person
    A. A.
    Vice President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    C. B.
    Vice President
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    D. K.
    Vice President, Risk Manager
    Phone icon
    United StatesTennessee
    Oct 21, 2024
  • Stylized image of a person
    J. B.
    Vice President Commercial Banking
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    Oct 23, 2024
  • Stylized image of a person
    M. I.
    Assistant Vice President Human Resources
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    Oct 22, 2024

Frequently Asked Questions

What is TAG Financial Institutions Group known for?

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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?

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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?

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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?

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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.

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