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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

Thursday, July 31, 2014 – 6:17 PM by Lisa Shidler
Admin:
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Dan Sontag: I met with Rudy Adolf several times ... and I was suitably impressed.

Related Moves

With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO

CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals

August 13, 2022 – 12:39 AM

Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor

Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same

December 17, 2020 – 3:02 AM


Mentioned in this article:

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks




Mike Byrnes

Mike Byrnes

July 31, 2014 — 7:48 PM

Interesting to see how Focus plans to improve their success — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

Stephanie Sammons

Stephanie Sammons

August 6, 2014 — 9:00 PM

This is a big deal. Dan Sontag is a great guy. I’m excited for him and I think this is a big signal for where the future is going.

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