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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
205

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  • United States Of America
    205

Africa
3

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  • Nigeria
    3

Asia
2

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  • Singapore
    1
  • India
    1

Europe
2

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

TAG Financial Institutions Group's Leadership

  • Stylized image of a person
    J. B.
    Vice President Commercial Banking
  • Stylized image of a person
    A. A.
    Vice President
  • Stylized image of a person
    M. I.
    Assistant Vice President Human Resources
  • Stylized image of a person
    M. B.
    Senior Vice President
  • Stylized image of a person
    B. C.
    Managing Director
  • Stylized image of a person
    B. W.
    Information Technology Director
  • Stylized image of a person
    C. K.
    Director-Kentucky Office
  • Stylized image of a person
    J. H.
    Managing Director

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
Location
Last Update
  • Stylized image of a person
    A. A.
    Vice President
    Oct 21, 2024
  • Stylized image of a person
    J. B.
    Vice President Commercial Banking
    Oct 23, 2024
  • Stylized image of a person
    M. I.
    Assistant Vice President Human Resources
    Oct 22, 2024
  • Stylized image of a person
    M. B.
    Senior Vice President
    Oct 22, 2024
  • Stylized image of a person
    B. C.
    Managing Director
    Jun 04, 2026
  • Stylized image of a person
    B. W.
    Information Technology Director
    Oct 18, 2024
  • Stylized image of a person
    C. K.
    Director-Kentucky Office
    Oct 23, 2024
  • Stylized image of a person
    J. H.
    Managing Director
    Oct 22, 2024
  • Stylized image of a person
    K. M.
    Director
    Oct 23, 2024
  • Stylized image of a person
    R. B.
    Senior Human Resource Director
    Oct 16, 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; 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 21 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

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

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

  • Vice President Commercial Banking: J. B.
  • Vice President: A. A.
  • Assistant Vice President Human Resources: M. I.
  • Senior Vice President: M. B.
  • Managing Director: B. C.

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