Bill Schwartz
Investment Committee Member at Wealthspire Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jay Michael Weinstein | M | - |
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Highline Wealth Management LLC
 Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans.
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 13 years |
| Mike LaMena | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 4 years |
| Michael Moriarty | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 7 years |
| Howard Vaughn Sontag | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 29 years |
| Eric Matthew Sontag | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 15 years |
| Kevin Charles Kosgard | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations.
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 11 years |
| Dmitriy Katsnelson | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 9 years |
| Michael Price | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 15 years |
| Donna Levy-Leroy | F | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 24 years |
| Michael Nicholas Delgass | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 19 years |
| Zachary Hunter Gering | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 12 years |
| Craig Michael Fasano | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 21 years |
| Christine Brueschke | F | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 1 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Neal Simon | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | 12 years |
| Gary Richard Sobelman | M | - |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | 5 years |
| David Meier | M | - |
Virginia Polytechnic Institute & State University
| 7 years |
| Robert Goetz | M | - |
Virginia Polytechnic Institute & State University
| 6 years |
| Charles D. Johnson | M | - |
Virginia Polytechnic Institute & State University
| 6 years |
| Robert Alvin Cron | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 3 years |
| Scott Nathaniel Brody | M | - |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | 2 years |
| Steve Fredrick | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Trey Snow | M | - |
Virginia Polytechnic Institute & State University
| 6 years |
| Noel Heiks | F | 53 |
Virginia Polytechnic Institute & State University
| 9 years |
| Lisa Marie Roberts | F | 57 |
Virginia Polytechnic Institute & State University
| 6 years |
| Paul S. Kramer | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Christopher Baker | M | - |
Virginia Polytechnic Institute & State University
| 3 years |
| Jian-Zhong Qian | M | 76 |
Virginia Polytechnic Institute & State University
| 5 years |
| Bryan Tinsley | M | - |
Virginia Polytechnic Institute & State University
| 6 years |
| Eugene Lowe | M | 56 |
Virginia Polytechnic Institute & State University
| 4 years |
| Doug King | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Angie Rugari | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Robert Reed | M | 59 |
Virginia Polytechnic Institute & State University
| 4 years |
| Eric Cruz | M | 62 |
Virginia Polytechnic Institute & State University
| 4 years |
| Denise C. Whennen | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Geoffrey Grammer | M | 53 |
Virginia Polytechnic Institute & State University
| 4 years |
| Jill Zelter | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| David J. Sturek | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Howard N. Shipley | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Kord J. Wissman | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Jennifer Mertz | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| James D. Ross | M | 75 |
Virginia Polytechnic Institute & State University
| 4 years |
| Todd Meredith | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Curt Albright | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Bill Roller | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Burke Jason | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Mark Newton | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Nicole Vipperman | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Michael C. Brown | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Chip Devine | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Yun Chiang | F | 56 |
Virginia Polytechnic Institute & State University
| 4 years |
| Hal Frankel | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Paul Evangel Petera | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| William Passan | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Christopher Thomas | M | - |
Virginia Polytechnic Institute & State University
| 10 years |
| Brian Busse | M | 55 |
Virginia Polytechnic Institute & State University
| 4 years |
| James Michael Shapaker | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Edward Baron | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Ken Lanford | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Scott Deutschman | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Muhamad bin Abdul Kadir | M | 77 |
Virginia Polytechnic Institute & State University
| 3 years |
| Thomas Joseph Eberle | M | 57 |
Virginia Polytechnic Institute & State University
| 4 years |
| Uma Jayaram | M | - |
Virginia Polytechnic Institute & State University
| 3 years |
| Jonathan Ebinger | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Bobby Paul Carder | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Claude Walter Hazan | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| J. David Craig | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| P. Christopher Holland | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Michael Glasgow | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Jeffery Motley | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Brian Callaghan | M | 53 |
Virginia Polytechnic Institute & State University
| 4 years |
| Ian Patrick Sobieski | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Scott Fletcher | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Chris Lucas | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Mark Peter Roemer | M | 60 |
Virginia Polytechnic Institute & State University
| 5 years |
| Jeff Wlodarczak | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Lowell Dorrance Pratt | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Thomas M. Kiernan | M | 56 |
Virginia Polytechnic Institute & State University
| 4 years |
| Gregory Thomas | M | 58 |
Virginia Polytechnic Institute & State University
| 4 years |
| Christopher W. Shean | M | 57 |
Virginia Polytechnic Institute & State University
| 4 years |
| Mike A. Hincher | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| William N. Colonna | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Charles T. Quillin | M | - |
Virginia Polytechnic Institute & State University
| 13 years |
| Graham Stead | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Robert Taylor | M | - |
Virginia Polytechnic Institute & State University
| 10 years |
| A. Leigh Powell | M | 61 |
Virginia Polytechnic Institute & State University
| 2 years |
| Carla R. Stoner | F | 62 |
Virginia Polytechnic Institute & State University
| 4 years |
| Edward Olifer | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Norman Adkins | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Scott Harlan | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| John F. Naber | M | - |
Virginia Polytechnic Institute & State University
| 3 years |
| Andrew W. Whipple | M | 60 |
Virginia Polytechnic Institute & State University
| 4 years |
| Michael R. Bedsaul | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Rob Cummings | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Jeff Phillips | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| William Brewster | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Rachel Chiang | F | 56 |
Virginia Polytechnic Institute & State University
| 4 years |
| M. Shane Harvey | M | 54 |
Virginia Polytechnic Institute & State University
| 4 years |
| Sid Adkins | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Wm Braun Jones | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| William Aimutis | M | - |
Virginia Polytechnic Institute & State University
| 6 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bill Schwartz
- Personal Network
