Profiel
Mr. Scott M.
Mardy is Director & Senior Investment Analyst at Sontag Advisory LLC.
Mr. Mardy joined Sontag Advisory in 2010 as Investment Advisor Associate before becoming Investment Advisor and, then, Investment Analyst.
Prior to joining the firm, he was employed as Financial Advisor at Citigroup Global Markets.
He received his AB in Art History and American Studies from Princeton University.
Eerdere bekende functies van Scott M. Mardy
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Analyst-Equity | - |
Opleiding van Scott M. Mardy
| Princeton University | Undergraduate Degree |
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| Bedrijven in privébezit | 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 |
