Eric Sontag, CFA®

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Eric Sontag is the President and Chief Operating Officer of Wealthspire Advisors, leading the firm’s Technology, Operations, and Investments functions while helping to shape the overall strategic direction of the firm.

Under Eric’s 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 also driven efforts to elevate the firm’s Family Office Services platform which currently serves more than 200+ ultra-high net worth families representing $7B in AUM. With Wealthspire’s continued inorganic growth through M&A, he also leads the operational integration of acquired firms.

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, Fidelity’s Service Steering Committee, and the board of Advisers Give Back. He is 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

• Associate at BlackRock, Transition Management Team
• Financial Analyst at BlackRock, 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.