TAG Financial Institutions Group Employee Directory

Investment BankingUnited States11-50 Employees

TAG Financial Institutions Group (“TFIG”) is a specialized investment banking firm with a focus and passion in providing investment banking services to middle market companies in the financial services sector. TFIG is dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation.

Our seasoned professionals possess a focused expertise, qualifications and experience that allow us to take a comprehensive approach in addressing and accomplishing each client’s specific needs. Our commitment to every client is based on understanding their key objectives and delivering an unmatched level of knowledge and commitment to each individual situation. As entrepreneurs in the investment banking world we share a similar mindset with our clients which helps us understand the obstacles they face and uncover opportunities to help them grow and build their businesses.

Certain Principals of TAG Financial Institutions Group, LLC are registered representatives of TAG Capital Partners, LLC Member FINRA, SIPC. TAG Financial Institutions Group, LLC and TAG Capital Partners, LLC are separate affiliated entities. Securities and Investment Banking Services are offered through TAG Capital Partners, LLC.  

TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.

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
2

Minus sign iconPlus sign icon
  • Nigeria
    2

Asia
1

Minus sign iconPlus sign icon
  • Singapore
    1

Europe
1

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

TAG Financial Institutions Group's Leadership

  • Stylized image of a person
    M. M.
    Chief Information Officer
    Phone icon
  • Stylized image of a person
    K. P.
    Partner, Co-Founder
    Phone icon
  • Stylized image of a person
    A. P.
    Svp - Risk Management Products
    Phone icon
  • Stylized image of a person
    A. B.
    Managing Director, Head Of Deal Structuring And Execution
    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

Contact profiles from TAG Financial Institutions Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. S.
    Branch Manager
    Phone icon
    United StatesTexas
    Oct 17, 2024
  • Stylized image of a person
    K. K.
    Lead Dba And Data Architect
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    L. E.
    Branch Team Leader
    Phone icon
    United StatesTennessee
    Oct 21, 2024
  • Stylized image of a person
    P. L.
    Project Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    P. G.
    Information Technology Support Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. W.
    Manager
    Phone icon
    United StatesTexas
    Oct 21, 2024
  • Stylized image of a person
    J. P.
    Senior Advisor
    Phone icon
    United StatesMississippi
    Nov 05, 2025
  • Stylized image of a person
    J. B.
    Senior Business Advisor
    Phone icon
    United StatesFlorida
    Oct 26, 2025
  • Stylized image of a person
    W. M.
    Senior Business Advisor
    Phone icon
    United StatesIowa
    Nov 05, 2025
  • Stylized image of a person
    J. W.
    Senior Advisor
    Phone icon
    United StatesGeorgia
    Jun 12, 2025

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 Ave, 30th Floor New York, NY 10016, US; 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 22 employees as of October 2025. These team members are located across 4 continents, including North AmericaAfricaAsia.

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

Minus sign iconPlus sign icon

As of October 2025, TAG Financial Institutions Group's key employees include:

  • Chief Information Officer: M. M.
  • Partner, Co-Founder: K. P.
  • Svp - Risk Management Products: A. P.
  • Managing Director, Head Of Deal Structuring And Execution: A. B.
  • 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.