Perfil
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.
Cargos activos de Howard Vaughn Sontag
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Fundador | 01/01/1995 |
Antiguos cargos conocidos de Howard Vaughn Sontag.
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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 | - |
Formación de Howard Vaughn Sontag.
St. John's University | Graduate Degree |
New York University School of Law | Graduate Degree |
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Empresas privadas | 2 |
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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. | Finance |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
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