All Posts By

Mike LaMena, AIF®

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…
Read More
bronfman rothschild intern program 2018

3 Biggest Takeaways from Our 2018 Internship Program

By and Blog
By Jill Cockerham, Senior Manager, Marketing & Communications and Mike LaMena, AIF®, President and COO 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 Bronfman Rothschild’s 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 Bronfman Rothschild, 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.…
Read More