Articles tagged "Dan Sontag"


HeadlinePublish date

Dan Sontag surfaces as new cog in Focus Financial machine for taking down wirehouse advisors

After laying low for five years, the passed-over Merrill heir apparent will help advise Chis Dupuy in budding 'Connections' program

July 31, 2014 — 6:17 PM UTC

In major reversal, Merrill turns away RIA assets

Is it post-BoA merger streamlining or a decisive strategic shift?

September 29, 2009 — 4:23 AM UTC
— There are no additional results —