Jul 31, 2014
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
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Dan Sontag
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Articles tagged "Dan Sontag"
Sep 29, 2009
In major reversal, Merrill turns away RIA assets
Is it post-BoA merger streamlining or a decisive strategic shift?
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