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...
Marnie Steigman
Executive Assistant
Based in our Palm Beach Gardens, FL office, Marnie joined...
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®
Senior Advisor Associate
Ben is a senior advisor associate in our New York...
Julie Swanson
Senior Associate, Client Operations
Julie serves as a senior associate on the Client Operations...
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 our New York City office...
Fatima Tahir
Client Operations Administrator
Fatima is a Client Operations Administrator in the New York...
Tim Talbott, MA, CFP®
Senior Advisor Associate
Tim Talbott is a Senior Advisor Associate in the San...
