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Oct 03 2019
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Michael Moriarty

Michael Moriarty

Michael joined the firm in 2017. As Chief Investment Officer, Michael oversees investment research and strategy, and works closely with the other members of the investment committee to enact investment policy changes. Michael has extensive investment experience across multiple asset classes. Most recently, Michael was Head of the Investment Platform at Dynasty Financial Partners, a leading platform for RIAs and hybrid advisors consisting of over 45 teams across the United States.  Michael was a member of the firm’s Investment Committee and responsible for formal manager and model portfolio recommendations across equity, fixed income, real assets, hedge funds, and private equity…
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Oct 03 2019
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Howard Sontag

Howard Sontag

Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services. The foundation of the “Sontag Model” is the belief that advisors and clients should “sit at same side of the table” and, therefore, focus on the same goals and success measures. The result is an independent, fee-only firm committed to providing independent and objective counsel. Howard and his pioneering approach have been featured in such publications as Barron’s, Investment News, Investment Advisor, Forbes.com and Financial Planning. Howard remains as committed to the business as ever, and in addition to being an…
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Oct 03 2019
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Eric Sontag

Eric Sontag, CFA®

Eric manages the general business practices and processes of Wealthspire and sits on the firm’s Executive and Investment Committees. In his role, Eric leads our 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, Sontag Advisory 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. Eric…
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Oct 02 2019
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Mike LaMena

Mike LaMena, AIF®

Mr. LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. Mr. LaMena has more than 21 years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict free model of financial advice and comprehensive wealth management, inspires his enthusiasm to serve clients and expand the business. Prior to joining the firm, Mr. LaMena spent 7 years at HighTower, serving as President and Chief Operating Officer, playing an instrumental leadership role in scaling that business from…
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