New York, New York, United States
As a financial advisor at Wealthspire Advisors, I work with individuals, couples and families who share a common desire to feel confident about their financial future and assured that they can navigate economic volatility throughout their lifetimes. I specialize in creating financial plans that fit their unique needs, managing their investment portfolios, and helping them address issues that range from retirement to estate planning. I am also a contributor at Bloomberg Opinion, writing articles on personal finance issues. In my spare time, I volunteer with the Financial Planning Association providing pro-bono advice to those in need. In 2022 I was named Financial Planning's Rising Star: https://www.financial-planning.com/list/financial-planning-2022-rising-stars-award I am based in our New York office and can be reached at [email protected]
I work directly with clients, creating financial plans that fit their unique needs, managing their investment portfolios, and helping them navigate through issues that range from retirement to estate planning. Wealthspire Advisors (formerly Sontag Advisory) is a wealth manager, investment advisor, consultant and fiduciary based in New York City and serving clients in more than thirty states.
I work directly with clients, creating financial plans that fit their unique needs, managing their investment portfolios, and helping them navigate through issues that range from retirement to estate planning. Wealthspire Advisors (formerly Sontag Advisory) is a wealth manager, investment advisor, consultant and fiduciary based in New York City and serving clients in more than thirty states.
I wrote about markets and investing.
I wrote the daily Wall Street column and tried to make sense of the daily stock market moves.
As part of the web team on the news desk, oversaw FT’s US and Asia edition front pages. Edited market and general breaking news stories under tight deadlines. Wrote for the emerging markets blog beyondbrics. Live-blogged events as they unfolded. Edited stories for specialized pages such as Trading Room and Connected Business.
Wrote as well as edited US equities reports, features stories and Latin American market reports for the emerging markets blog beyondbrics.
Knight-Bagehot Fellows spend a year studying business and economics at Columbia University Business School.
Edited “The Fearful Rise of Markets: Global Bubbles, Synchronized Meltdowns, and How To Prevent Them in the Future” by John Authers (2010) – FT Press