NEW YORK (PRWEB) June 11, 2018 -- Sontag Advisory, LLC, a leading financial planning and investment advisory firm based in New York City, announced today that Gail Harris has joined its team as a Director.
"Sontag Advisory clients seek objective and sophisticated advice from professionals who understand the complexities of their entire financial lives," said Michael Delgass, Chief Executive Officer of Sontag Advisory. "Gail’s experience and proven track record in advising clients with complex planning needs, along with her expertise in privately held businesses, will support our firm's long-term growth strategy. Her appointment further reinforces our commitment to employ the very best in the financial industry.”
Harris brings over 30 years of financial services experience to Sontag Advisory. She previously served as Senior Vice President and Wealth Advisor at Key Private Bank. Harris has also held senior leadership positions in wealth management with U.S. Trust, Merrill Lynch, William Blair & Company and a large single family office where she worked with high net worth and ultra-high net worth clients to assess, develop and implement wealth management plans. "Sontag is a firm with over 20 years of delivering objective advice and passionate service that has become the standard by which all others are measured," said Harris. "I’m honored to join such a diverse and accomplished team as we grow the business and continue to provide excellent service and comprehensive advice.”
After graduating Oregon State University with a bachelor’s degree, Harris served as an officer in the U.S. Navy, followed by nine years of experience as a commercial banker at major money center banks before transitioning to wealth management. Harris holds the CFP® certification and earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School at the University of Pennsylvania.
Sontag Advisory is a registered investment firm with approximately $5 billion in assets under management. Since 1995, Sontag Advisory has been a truly client-centric and open architecture RIA firm. Sontag's history is deeply rooted in the offering of objective financial advice that takes into account an individual's entire financial landscape.
The firm’s group of highly talented individuals contains diverse backgrounds and advanced degrees including six juris doctorates, and multiple advisors and associates with outside certifications which include Chartered Financial Analyst and Certified Financial Planner. This depth of knowledge allows Sontag to deliver sophisticated resources and help their clients navigate complex financial situations while keeping them informed with comprehensive and detailed reporting.
About Sontag Advisory, LLC
Sontag Advisory, LLC, an NFP Corp. subsidiary, is a New York City-based, registered investment advisory firm that serves clients in 40 states and has approximately $5 billion in assets under management. Founded in 1995, Sontag Advisory acts as a wealth manager, investment adviser, consultant and fiduciary. For more information on Sontag Advisory, go to http://www.sontagadvisory.com.
Visit Sontag Advisory on social media:
LinkedIn: http://www.linkedin.com/company/sontag-advisory/
Twitter: @SontagAdvisory
Media Contacts:
Sontag Communications
Michelle Eikrem,
646-277-3630
meikrem(at)sontagadvisory(dot)com
About NFP
At NFP Corp., our solutions and expertise are matched only by our personal commitment to each client's goals. We’re a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement and individual private client solutions through our licensed subsidiaries and affiliates.
NFP has more than 4,200 employees and global capabilities. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs. We’ve become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.
Recently NFP was ranked the 4th largest U.S.-based privately owned broker, the 5th largest benefits broker by global revenue and the 5th best place to work in insurance by Business Insurance, the 9th largest property & casualty agency by total 2016 P&C revenue and the 9th largest commercial lines agency by total 2016 P&C and commercial lines revenue by Insurance Journal, the 10th largest employee benefits broker by Employee Benefit Adviser, the 11th largest global insurance broker by Best’s Review and the 12th largest broker of U.S. business by Business Insurance.
For more information, visit NFP.com. CONTACT
Peppercomm for NFP
nfp(at)peppercomm(dot)com
212-931-6171
Michelle Eikrem, Sontag Advisory, +1 646-277-3630, [email protected]
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