Jake Scott
Senior Advisor Associate
Jake joined the team through the acquisition of ACG Wealth...
Garrett Scranton
Senior Advisor Associate
Garrett is a senior advisor associate in the firm’s Potomac,...
Dave Scuitto
Senior Client Service Specialist
Dave Scuitto is a Senior Client Service Specialist based in...
Joshua Shoshan, CFP®, APMA™, CEPA
Senior Vice President
Josh is an Advisor in our New York office, where...
Samrat Singh
Senior Advisor Associate
Sam is a Senior Advisor Associate based in our New...
Lindsey Slaby
Senior Advisor Associate
Lindsey serves as a senior advisor associate in our Madison,...
Kevin Smith, CFP®
Senior Vice President
Kevin Smith joined the firm in 2018 and has over...
Karen Smith
Senior Vice President, Legal & Compliance
Karen joined the firm in 2018, bringing with her more...
Luke Smith, CFP®, AIF®
Vice President
Luke is a CFP® professional and Advisor in our Salisbury,...
Shawn Smith
Associate, Client Operations
Shawn is an associate on our Client Operations team, supporting...
Carter Smith
M&A Analyst
Based in the firm’s Milwaukee office, Carter serves as an...
Callie Smothers
Office Coordinator
Callie is an Office Coordinator based in our Seattle office,...
Gary Sobelman
Managing Director
Gary joined the firm in 2015 and is based in...
Nataly Sogoloff
Senior Vice President, Human Resources
Nataly is an accomplished senior human resources leader with a...
Eric Sontag, CFA®
President & Chief Operating Officer
Eric Sontag is the President and Chief Operating Officer of...
Howard Sontag
Chairman
Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to...
