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Profil
Mr. Eric M.
Sontag, CFA, is a President & Chief Operating Officer at Wealthspire Advisors LLC.
He manages the general business practices and processes of Wealthspire and sits on the firm’s Executive and Investment Committees.
In his role, he leads the Technology, Operations, and Investments functions while helping to shape the overall strategic direction of the firm.
He joined one of Wealthspire’s predecessor firms, Sontag Advisory, in November 2009 and became its President in 2018, having also served as its Chief Operating Officer since 2011.
Under his leadership, the firm redesigned its client staffing model, investment processes, internal and client-facing reporting, and internal workflows to improve the firm’s operating model and best meet client needs.
Mr. Sontag worked as an Associate at BlackRock, Transition Management Team and Financial Analyst at BlackRock, Portfolio Analytics Group.
He has BA in Economics and Sociology from Cornell University.
Postes actifs de Eric Matthew Sontag
| Sociétés | Poste | Début |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | President | 01/01/2018 |
Formation de Eric Matthew Sontag
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Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | Finance |
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