From the March 2006 issue of Investment Advisor • Subscribe!

March 1, 2006

Howard Sontag

Founder/Managing Partner

Sontag Advisory

261 Madison Avenue, #14

New York, New York 10016

212-973-1200

Fax: 212-973-1210

hsontag@sontagadvisory.com

Year practice began: 1995

Number of advisors: 6

Number of support staff: 20

Clients: more than 350

Client assets: more than $3 billion

Compensation method: Fee-only

Education: St. John's University (New York) and St. John's University Law School; master of law in taxation, New York University

Previous incarnations: corporate tax lawyer for Fortune 500 companies; led 401(k) team at Buck Consultants; head of tax and benefits departments, Lazard Fr?res; investment advisor, Lazard Asset Management

Outside interests: Golf, reading, wife, and three children

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