Montclair, New Jersey, United States
Contact Info
787 followers
500+ connections
Montclair, New Jersey, United States
Contact Info
787 followers
500+ connections
About
Wealthspire Advisors (formerly Sontag Advisory) is a Registered Investment Advisory Firm…
Activity
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Always an honor to be recognized, but even more so with such a talented group of my fellow advisors. I appreciate the entire team who makes us all…
Always an honor to be recognized, but even more so with such a talented group of my fellow advisors. I appreciate the entire team who makes us all…
Liked by Craig Fasano
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⛳ That's a wrap on an amazing U.S. Open #golf weekend watching players make history, but a special #congratulations to our friend #Matthieu Pavon!…
⛳ That's a wrap on an amazing U.S. Open #golf weekend watching players make history, but a special #congratulations to our friend #Matthieu Pavon!…
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Today we recognize the tremendous work and dedication of our administrative professionals, especially the amazing admins of Wealthspire Advisors…
Today we recognize the tremendous work and dedication of our administrative professionals, especially the amazing admins of Wealthspire Advisors…
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Experience & Education
More activity by Craig
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Thank you Paige, who helped onboard me almost 7 years ago and has an amazing talent stack. Godspeed 🇺🇸🇺🇸🇺🇸🇺🇸
Thank you Paige, who helped onboard me almost 7 years ago and has an amazing talent stack. Godspeed 🇺🇸🇺🇸🇺🇸🇺🇸
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This week, I had the honor of celebrating our Wealthspire Advisors' colleagues who were recently promoted to Managing Director. These individuals…
This week, I had the honor of celebrating our Wealthspire Advisors' colleagues who were recently promoted to Managing Director. These individuals…
Liked by Craig Fasano
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And another big congratulations is in store for Michael Delgass, Ashley Iddings, Frank Marzano, and John Wolff who were named to Forbes’ 2024 list of…
And another big congratulations is in store for Michael Delgass, Ashley Iddings, Frank Marzano, and John Wolff who were named to Forbes’ 2024 list of…
Liked by Craig Fasano
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I am so proud and honored to be a Partner at MLA! It's a privilege to work with so many amazing candidates and clients and truly be able to change…
I am so proud and honored to be a Partner at MLA! It's a privilege to work with so many amazing candidates and clients and truly be able to change…
Liked by Craig Fasano
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We have our team on board the Viking Line for the Cinderella Whisky Festival on the 15th-18th February 2024. Tying in with our 10th anniversary and…
We have our team on board the Viking Line for the Cinderella Whisky Festival on the 15th-18th February 2024. Tying in with our 10th anniversary and…
Liked by Craig Fasano
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Congratulations to Ashley Iddings, Martha S. Staniford, and Michele Walthert, CFP®, CRPC® on being named to Forbes' 2024 list of Top Women Wealth…
Congratulations to Ashley Iddings, Martha S. Staniford, and Michele Walthert, CFP®, CRPC® on being named to Forbes' 2024 list of Top Women Wealth…
Liked by Craig Fasano
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This video, featured at Wealthspire Advisors' Summit, was a love letter. I have spent my entire career watching financial advisors change people's…
This video, featured at Wealthspire Advisors' Summit, was a love letter. I have spent my entire career watching financial advisors change people's…
Liked by Craig Fasano
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Reflecting back on the last three days at Wealthspire Advisors’ Summit in Scottsdale, I am still in awe of our people and their relentless dedication…
Reflecting back on the last three days at Wealthspire Advisors’ Summit in Scottsdale, I am still in awe of our people and their relentless dedication…
Liked by Craig Fasano
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At our Advisor Summit, AMPLIFY, Wealthspire Advisors was thrilled to announce the winners of our inaugural Rising Stars awards, a recognition program…
At our Advisor Summit, AMPLIFY, Wealthspire Advisors was thrilled to announce the winners of our inaugural Rising Stars awards, a recognition program…
Liked by Craig Fasano
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Im back from the Wealthspire Advisors Summit and I’m like a kid who just got back from the dopest camp with all my best friends. As much as I’d love…
Im back from the Wealthspire Advisors Summit and I’m like a kid who just got back from the dopest camp with all my best friends. As much as I’d love…
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I may not golf, but I can spectate like a pro! ⛳️ Wealthspire is proud to sponsor #TheAmericanExpress golf event in sunny Palm Springs with a kickoff…
I may not golf, but I can spectate like a pro! ⛳️ Wealthspire is proud to sponsor #TheAmericanExpress golf event in sunny Palm Springs with a kickoff…
Liked by Craig Fasano
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What a busy 2 days championing #englishwhisky, from Friday’s visit by our local MP Nadhim Zahawi to Saturday’s wonderfully-organised English Whisky…
What a busy 2 days championing #englishwhisky, from Friday’s visit by our local MP Nadhim Zahawi to Saturday’s wonderfully-organised English Whisky…
Liked by Craig Fasano
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My daughter Tamar is on a gap year in Israel. Due to the terrible situation, the program is suspended for now. Tamar decided to stay in Israel and…
My daughter Tamar is on a gap year in Israel. Due to the terrible situation, the program is suspended for now. Tamar decided to stay in Israel and…
Liked by Craig Fasano
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After countless mornings and nights, plus weekends spent at Starbucks, I am proud to say that I have passed the CFP® Exam!
After countless mornings and nights, plus weekends spent at Starbucks, I am proud to say that I have passed the CFP® Exam!
Liked by Craig Fasano
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