Ashley Jones Tagatac
Tagatac & Co., LLC
Prior to establishing Tagatac & Co., Ms. Tagatac was a Senior Vice President with Lehman Brothers in New York City. As a Senior Sales Manager in the Equity Finance Group (also known as Prime Brokerage), Ms. Tagatac and her team was responsible for selling clearing, financing, and start-up services to hedge funds. Her territory included the East Coast with specific concentrations in Boston, New York (and the Tri-State area), Philadelphia, Atlanta, Palm Beach and Miami. She was also an active member of the on-campus recruiting team for Lehman and was an active mentor of both men and women. Ms. Tagatac continues to mentor several individuals today.
Ms. Tagatac spent the majority of her career at Morgan Stanley & Co. From 1988 to 2002, Ms. Tagatac held several sales positions in Global Custody, Global Derivatives, Global Pensions and Global Prime Brokerage; she rose to the position of Executive Director reporting to both the head of sales and marketing for Prime Brokerage and the head of the Global Pensions Group.
In addition to selling prime brokerage services to hedge funds, institutional investment managers and pension funds, Ms. Tagatac completed several projects for Morgan Stanley's senior management as well as joined the faculty of The Advisors Education Group where she taught a portion of the course on "How to Start a Hedge Fund."
Ms. Tagatac began her career as a Personal Banker with Irving Trust in 1986. She has a BSBA from Georgetown University's School of Business and currently lives in Stowe, VT with her husband and two children.