Our People

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...

Mary Stammers, FPQP™

Senior Client Service Associate

Mary joined predecessor firm Sage Financial Advisors in 2017 as...

Martha Staniford

Managing Director

Martha joined the firm in early 2003. She serves as...

Hoyt Stastney

General Counsel and Head of M&A

Hoyt joined the firm in 2016. In his role as...

Karl Stiegmann, CFP®

Assistant Vice President

Karl joined the team in 2017 following an internship with...

Bryan Stretton, CFP®

Assistant Vice President

  Bryan joined the firm in 2015 and works as...

Paul Sturm

Director, IT

Paul Sturm is Director of IT and is based in...

Karla Sturmfels, FPQP™

Assistant Vice President, Client Service

Karla joined the firm in 2020 with the acquisition of...

Michele Suligoj

Senior VP, Director of Data Operations

Michele joined the firm in 2009 as an Operations Associate...

Benjamin Sullivan, CFP®

Advisor Associate

Ben is an advisor associate in our New York office,...

Julie Swanson

Associate, Client Operations

Julie serves as an associate on the Client Operations team,...

Erik A. Szabocsik, CFP®

Assistant Vice President

Erik joined the team in 2020 through the acquisition of...

Ann Rose Tabing

Vice President, Finance

Ann Rose is based in one of our New York...