![Howard Vaughn Sontag](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
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.
Howard Vaughn Sontag active positions
Companies | Position | Start |
---|---|---|
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. | Founder | 31/12/1994 |
Former positions of Howard Vaughn Sontag
Companies | Position | End |
---|---|---|
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 | - |
Training of Howard Vaughn Sontag
New York University School of Law | Graduate Degree |
St. John's University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
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 |
- Stock Market
- Insiders
- Howard Vaughn Sontag