Howard Vaughn Sontag
Fondatore presso Wealthspire Advisors LLC
Profilo
Mr. Howard V.
Sontag is a Chairman at Wealthspire Advisors LLC.
Mr. Sontag founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services.
He 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.
Before founding the firm in 1995, Mr. Sontag spent thirteen years at Lazard Fréres & Co. He served initially as head of both the tax department and benefits group and then, beginning in 1991, as a senior executive in the private client group within Lazard’s asset management group.
He began his career in the tax department of a major accounting firm and then held corporate tax positions at two Fortune 500 companies with duties that included dealing with a wide array of tax issues, benefits programs and executive compensation.
He then moved to a national benefits consulting firm where he led the 401(k) team and advised Lazard and other large corporations on benefits related issues.
Mr. Sontag was a graduate of St. John’s University and the St. John’s University Law School and received a Masters of Law in Taxation from the New York University Law School.
Posizioni attive di Howard Vaughn Sontag
Società | Posizione | Inizio |
---|---|---|
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Fondatore | 01/01/1995 |
Precedenti posizioni note di Howard Vaughn Sontag
Società | Posizione | Fine |
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Lazard Frères & Co. LLC
Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formazione di Howard Vaughn Sontag
New York University School of Law | Graduate Degree |
St. John's University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
Lazard Frères & Co. LLC
Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Finance |
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