All Posts By

Mike LaMena, AIF®

2020 internship program

Our 2020 Internship Program

By Blog
Like many others, we are now almost five months into a remote work environment, a shift that continues to require flexibility, creativity, and commitment from our team. We have all had to adjust and adapt to working differently in a COVID-19 world. Beyond the daily impact on our normal work routines, the current extended period of telework also called into question the viability of some of our traditional talent management programs, like our summer internship program. Going into this summer, the simplest path would have been to cancel our intern program, given our inability to conduct it in person. The…
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Reflections on our New Name from our Chairman and CEO

By and Blog
Howard Sontag, Chairman As the founder of a firm with my own name on the door, why would we choose a new name? As we officially begin doing business as Wealthspire Advisors, our rebranding makes it clear that our firms are now a single organization with common purpose and consistent values. When I founded Sontag Advisory in 1995, the independent advisor universe was just beginning to grow. The idea of representing the client as their fiduciary, with independence from any product or investment firm, was the crucial ingredient in longstanding growth and client retention. Putting Sontag and Bronfman Rothschild together…
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2018 internship program

3 Biggest Takeaways from Our 2018 Internship Program

By Blog
With summer quickly drawing to a close, many of this year’s summer interns are finishing up and heading back to school for the fall semester. Reflecting on our 2018 Summer Internship Program, we were fortunate to welcome a class of six interns in four different departments: wealth advisory, retirement plan advisory, investment operations, and marketing & communications. At Wealthspire Advisors, we believe it’s important to cultivate the next generation of wealth management talent and view our internship program as one way of doing just that. “The lack of young advisors coming into the wealth management industry is in part due…
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