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
Mike Byrnes
Interesting to see how Focus plans to improve their success — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com
Stephanie Sammons
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.
Related Moves
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Clayton, Dubilier & Rice closed on its $7-billion purchase of the roll-up on Aug. 31 -- with no hint that its parting of the ways with legendary 60-year-old founder was in the offing.
October 24, 2023 at 1:19 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 at 3:02 AM
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
