Profil
Mr. Eric M.
Sontag, CFA, is a President & Chief Operating Officer at Wealthspire Advisors LLC.
Mr. Sontag manages the general business practices and processes of Wealthspire and sits on the firm’s Executive and Investment Committees.
In his role, he leads the Technology, Operations, and Investments functions while helping to shape the overall strategic direction of the firm.
He joined one of Wealthspire’s predecessor firms, Sontag Advisory, in November 2009 and became its President in 2018, having also served as its Chief Operating Officer since 2011.
Under his leadership, the firm redesigned its client staffing model, investment processes, internal and client-facing reporting, and internal workflows to improve the firm’s operating model and best meet client needs.
Mr. Sontag worked as an Associate at BlackRock, Transition Management Team and Financial Analyst at BlackRock, Portfolio Analytics Group.
He has BA in Economics and Sociology from Cornell University.
Aktive Positionen von Eric Matthew Sontag
| Unternehmen | Position | Beginn |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Präsident | 01.01.2018 |
Ausbildung von Eric Matthew Sontag
| Cornell University | Undergraduate Degree |
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| Private Unternehmen | 1 |
|---|---|
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
