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TAG Financial Institutions Group, LLC is pleased to announce that Gregory D. Nelson has joined the firm in a senior investment banking capacity as Principal. Prior to joining TAG Financial, Mr. Nelson was responsible for managing the day-to-day operations of U.S. RE Securities, LLC, a boutique investment banking firm focused exclusively on providing advisory and capital raising services to the insurance and reinsurance sectors. Previously, Mr. Nelson was a member of the Financial Institutions Group of Bank of America Securities, where he was responsible for executing merger and acquisition transactions and public / private capital-raising assignments primarily for mid-cap and large-cap insurance industry clients. He earlier gained substantial middle-market investment banking and corporate finance experience from previous investment banking roles at Friedman, Billings, Ramsey& Co. and Bear Stearns & Co. Earlier in his career, Greg also served in corporate insurance industry financial positions with Allstate Insurance Company and Radian Group.
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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.
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.