Eric Sontag, CFA®

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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 served on multiple industry boards including Schwab’s Technology, Operations, and Service Committee and Fidelity’s Service Steering Committee. He is also a board member of Advisers Give Back, a non-profit organization with a mission to broaden access to expert financial planning by connecting pro-bono clients with CFP® professionals nationwide.

Previous Experience

• Associate at BlackRock, Transition Management Team
• Financial Analyst at BlackRock, Portfolio Analytics Group

Education & Credentials

• BA, Cornell University, Economics and Sociology
• CFA^® Charterholder

*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.