Rob Gryboski

Rob Gryboski

Rob joined the team in 2022 with three decades of experience in the capital markets industry, most recently spending four years as a Senior Financial Advisor at Merrill Lynch. After starting his career as a small cap equities analyst with Grandview Partners, LLC, Rob spent 13 years at Sanford C. Bernstein & Co, LLC, providing research coverage to many of the firm’s largest institutional clients. He has also worked at Sector & Sovereign Research, LLC, a boutique research firm founded by former Bernstein analysts, and at Buckingham Research Group, where he opened and managed the firm’s Boston office. Rob is…
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staff

Suzzie Carbone

Suzzie is a Client Service Associate based in the firm’s Palm Beach Gardens, FL office. In this role, she supports advisors with administrative tasks, facilitates client communications, and helps with various other needs such as money movements and scheduling. Previously, she worked as an E-file Relations Supervisor and in the Writs Department at Provest Litigation Services. She also spent several years in a customer service role with Marriott's Ocean Pointe. Suzzie currently resides in West Palm Beach and enjoys plants, the beach, and exploring in her spare time. Previous Experience E-file Relations Supervisor at Provest Litigation Services LLC Writs Department…
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John Kovacs

John Kovacs

John brings more than 16 years of industry expertise in serving the needs of successful individuals, families, and business owners to his role. He works diligently as a trusted advisor to clients, providing the highest level of fiduciary service in helping them manage, grow, and preserve their wealth responsibly. Before joining the team, John honed his wealth management skills at both Morgan Stanley and Merrill Lynch. He holds a bachelor’s degree in Business and Management from Loyola University Maryland’s Sellinger School of Business, where he also competed on the school’s golf team. He currently resides in Florida after moving from…
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Casey Hardy

Casey Hardy

Casey serves as a Senior Advisor Associate in the firm’s Boca Raton, FL office. In this role, he supports advisors in their day-to-day work with clients, focusing on building and maintaining client relationships by providing the highest level of service, thoughtful attention to detail, and exceptional execution of client requests. Previously, Casey worked as a Relationship Specialist at Charles Schwab, where he provided support services for Wealthspire, collaborating directly with operations staff and working to find solutions to improve firm operations. He also completed a financial advising internship with Mosaic Wealth Management Group and worked briefly as a teller for…
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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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