Eric Sontag, CFA®
President & Chief Operating OfficerAs President and Chief Operating Officer of Wealthspire Advisors, Eric oversees all day-to-day operations and helps shape the overall strategic direction of the firm. Under Eric’s leadership, the firm has 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. As part of this, Eric is spearheading initiatives to evaluate new AI tools and how they can be used safely to improve the client and employee experience alike. Eric is highly engaged in Wealthspire’s continued growth efforts through acquisitions, including evaluating new firms and overseeing integration into the broader organization. Eric has also driven efforts to elevate the firm’s Family Office Services platform which currently serves more than 300+ ultra-high net worth families representing over $11 billion in AUM.
Previously, Eric was the Chief Operating Officer of Sontag Advisory, one of Wealthspire’s predecessor firms. Before that, he held various positions at BlackRock. Eric has served on multiple industry boards, including Schwab’s Technology, Operations, and Service Committee and Fidelity’s Service Steering Committee. He has been interviewed by publications including Barron’s and FT Wealth Management, and has been a panelist at numerous industry conferences. Eric is a board member of Advisers Give Back, a non-profit focused on pro-bono financial planning work and is also a current member of the Young President’s Organization. Eric earned a bachelor’s degree in economics and Sociology from Cornell University and holds the Chartered Financial Analyst® designation.
Previous Experience
- Chief Operating Officer at Sontag Advisory (a Wealthspire Advisors predecessor firm)
- Associate at BlackRock, Transition Management Team & Portfolio Analytics Group
Education & Credentials
- BA, Cornell University, Economics and Sociology
- Chartered Financial Analyst®
CFA® AND CHARTERED FINANCIAL ANALYST® ARE REGISTERED TRADEMARKS OWNED BY CFA INSTITUTE.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
