TAG Associates LLC - A Family Office Managing Wealth

Mark L. Friedman, CPA

Managing Director and Chief Operating Officer
BBA, Accounting, City College of NY, M.S.-Taxation, Long Island University

Mr. Friedman spent ten years with Arthur Young (now Ernst & Young), where he was named a principal in 1979. In 1983 Mr. Friedman co-founded TAG Associates where, in addition to working with a number of the firm’s client families, he is responsible for all operating and administrative functions. Mr. Friedman has lectured at the Foundation for Accounting Education of the New York State Society of Certified Public Accountants and has served as a member of its Tax Committee on Closely Held Corporations. He is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA’s Personal Financial Planning Division and the New York State Society of Certified Public Accountants.

Robyn S. Transport, CPA

Managing Director, Senior Client Management
BA, University of Buffalo

Ms. Transport joined Arthur Young in 1979 (now Ernst & Young) where she had significant responsibility in the areas of tax research and tax compliance. She has been with TAG since its founding and became a Managing Director in 1989. She serves as the senior TAG advisor to a number of prominent families. Ms. Transport is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA’s Personal Financial Planning Division and the New York State Society of Certified Public Accountants.

Dianne Richoz Barclay, CPA

Managing Director, Client Services
BA, Kalamazoo College; MBA, New York University Stern School of Business

Before joining TAG in 1998, Ms. Barclay held positions as tax manager at Paneth, Haber & Zimmerman, Vice President at Bankers Trust Company, where she specialized in estates and trusts, and senior tax accountant with Arthur Andersen & Co. Ms. Barclay provides investment, estate and income tax planning services, including extensive planning for large stock option holdings or other concentrated positions. Ms. Barclay has a Certificate in Public Relations from New York University School of Continuing Education and serves on the Board of Directors of MCC Theater. A member of the New York State Society of CPA’s, she has served on both the Personal Financial Planning and the Taxation of Individuals Committees.

Phil Krevitsky, CPA

Managing Director, Client Services
BBA-Accounting, City College of New York

Mr. Krevitsky joined TAG as a Director of Client Services in 1997. He was previously employed in the Tax Department of Ernst & Young. During more than twenty-five years at Ernst & Young, Mr. Krevitsky served in a number of different capacities including senior manager/partner and National/New York Director for the State and Local Tax Group. He was also a Director in the State and Local Tax Group at Coopers & Lybrand from 1995 to 1996.

Neil Shapiro, CPA

Neil Shapiro, CPA - Managing Director, Family Office Services
BBA-Accounting, University Wisconsin-Madison School of Business

Mr. Shapiro manages client relationships, overseeing their entire wealth management strategy. With over 15 years of experience working with high net worth and institutional clients, Mr. Shapiro designs and implements comprehensive plans involving the areas of financial management, wealth transfer, administration / controllership and tax planning / compliance. Prior to joining TAG six years ago, Mr. Shapiro was an investment banker with extensive experience structuring and closing private equity, M&A and financing transactions for multinational and domestic clients. Prior to investment banking, Mr. Shapiro was a Senior auditor with KPMG Peat Marwick. Mr. Shapiro is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants.

Clara Wong

Managing Director, Client Services
BA-Business Administration, New York University

Clara Wong came to TAG in 1986 from the International Tax Division of Price Waterhouse where she handled the accounts of high net worth executives of large domestic and international corporations–in some cases Americans stationed abroad, in others, foreign nationals living in the United States. In her capacity as a Managing Director, Client Services at TAG, Ms. Wong is responsible for coordinating and supervising a specialized team of CPA’s, attorneys, portfolio specialists and bookkeepers who handle the philanthropic, trust, and everyday living financial activities of large multi-generational (sometimes multi-national) client families.

BIOGRAPHIES