Founder/Managing Partner
Sontag Advisory
261 Madison Avenue, #14
New York, New York 10016
212-973-1200
Fax: 212-973-1210
Year practice began: 1995
Founder/Managing Partner
Sontag Advisory
261 Madison Avenue, #14
New York, New York 10016
212-973-1200
Fax: 212-973-1210
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
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.