WebWealthspire Advisors was founded in 1995, so it's been around for a while. It became an SEC-registered investment advisor the same year. The firm has been wholly owned by NFP Corp. since 2015. Founder Howard Sontag currently serves the firm’s chairman, while Mike LaMena is CEO and Eric Sontag is president and chief operating officer (COO). WebHoward Sontag atualmente é Chairman of the Board da Wealthspire Advisors. Na Wealthspire Advisors, Howard Sontag possui 46 colegas incluindo Mike LaMena (CEO), Hoyt Stastney (Legal & M&A), …
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WebHoward Sontag General Information. Biography. Mr. Howard Sontag is the Founder and serves as Chairman & Senior Managing Director at Wealthspire Advisors. He founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services. WebDetailed Profile of WEALTHSPIRE ADVISORS, LLC portfolio of holdings. SEC Filings include 13F quarterly reports, 13D/G events and more. ... SONTAG, HOWARD, VAUGHN: SR. MANAGING DIRECTOR : 01/01/2014: Direct less than 5%: Fund Name Position direct/indirect start date end date; SONTAG ADVISORY LLC: SR. MANAGING DIRECTOR: song town of el paso
Howard Sontag
WebHoward 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. He is also an active member of the community and supports numerous charities. WebWealthspire Advisors has been with Special Education Legal Fund since before the beginning and we are where we are today in no small part … Web27 de dez. de 2024 · At Wealthspire Advisors, Richard Krivonozka has 45 colleagues including Mike LaMena (CEO), Howard Sontag (Chairman of the Board) … Industry Colleagues In the Financial Services industry, Richard Krivonozka has 45,985 colleagues in 3,483 companies located in 106 countries. 22,021 executive movements have been … small halls for rent in san diego