Profil
Ms. Tracy Adamovich is an Advisor at Sontag Advisory LLC.
Ms. Adamovich joined Sontag Advisory in 2012.
As an Advisor, she works with clients to develop and oversee investment, insurance, retirement, tax and estate planning strategies.
She is an active participant in the firm's efforts to reach out to clients' children and grandchildren to provide advice on meeting next-generation investment management and family planning needs.
Before joining the firm, Ms. Adamovich was an Attorney at the law firm of Sullivan & Cromwell, LLP where she specialized in executive compensation.
Prior to practicing law, she served as an Officer in the United States Army for five years and was deployed overseas to Iraq.
She received her undergraduate degree from US Military Academy and her Juris Doctor, summa cum laude, from the St. John's University School of Law.
She is a Certified Financial Planner.
Ehemalige bekannte Positionen von Tracy Adamovich
| Unternehmen | Position | Ende |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Portfolio Manager-Aktien | - |
Ausbildung von Tracy Adamovich
| US Military Academy | Undergraduate Degree |
| St. John's University School of Law | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
