Reflections on our New Name from our Chairman and CEO
Howard Sontag, Chairman As the founder of a firm with my own name on the…
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 advisor and managing member of the firm, is an active member of the Investment Policy Committee. He is also an active member of the community and supports numerous charities. Howard serves on the Board of Directors of the St. John’s Law School Alumni Association. He is a past board member of the Urban Justice Center, a New York City based charity focused on disadvantaged populations.
Previous Experience
- Senior Executive at Lazard Fréres & Co., Asset Management Group
- Head of Tax Department and Benefits Group at Lazard Fréres & Co.
Education & Credentials
- BA, St. John’s University
- JD, St. John’s University Law School
- LL.M Taxation, New York University Law School
*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.
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