Eric Dostal

Eric Dostal, J.D., CFP®

Since joining the firm in 2013, Eric has worked extensively with clients to help them feel in control of their financial lives. Eric has demonstrated a high degree of skill developing and overseeing the investment, insurance, retirement, tax and estate planning strategies of his clients. He seeks to understand a clients’ unique financial circumstances, get them organized and on the path to financial independence. Eric currently lives in Merrick, New York with his wife Jamie and daughters Madeline, Gemma and Natalie. When not in the office, you can often find him spending time with family and friends. He also recharges…
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Mike Delgass

Michael Delgass, J.D.

Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other problems. Given this background, much of his work is for other attorneys, as well as clients with family businesses, special education/special needs issues, and complex estate planning structures. Michael is a frequent author and speaker on his topics of expertise. He has been featured in numerous national media publications and has appeared as a guest on nationally syndicated radio shows. He has authored or edited treatises such as Settlement of Estates in Connecticut and Illinois Estate Planning, and articles such…
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Steven Broadhead

Steven Broadhead

Steve joined the firm in 2017 and serves as an Associate on the Client Operations team. He is responsible for the day-to-day servicing and maintenance of client accounts including the preparation and processing of new account and account maintenance documents. Steve is also an active volunteer for American Cancer Society. Previous Experience Financial Analyst Intern at Palisades Federal Credit Union Fund Accounting Administrator at Amalgamated Bank Education & Credentials BS, State University of New York at New Paltz, Finance
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Kevin Brady

Kevin Brady, CFP®

Kevin joined the firm in 2018 as a Senior Advisor Associate and now serves as a Wealth Advisor in the New York office. Kevin is responsible for investment and financial planning analysis on behalf of clients and works to implement the resulting solutions. He also volunteers regularly with the IRS Volunteer Income Tax Assistance Program (VITA). Previous Experience Client Service Associate at HSBC Securities Graduate Development Program Trainee at HSBC Bank Education & Credentials BS, University of Florida, Accounting MA, University of Florida, International Business Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification…
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Yoni Berhane

Yoni Berhane, CFP®

Jonathan joined the firm in 2016 with a strong background in financial planning, graduating from Virginia Tech’s accredited CFP program. During his time in school, he also earned multiple internships and externships in the field. A native of Northern Virginia, Jonathan enjoys the opportunity to travel down and visit with family and friends in the area. Previous Experience Paraplanner/Associate at Independent Financial Counselors Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame…
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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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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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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, the firm redesigned its client staffing model, investment processes, internal and client-facing reporting, and internal workflows to improve its operating model and best meet client needs. Eric has…
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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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