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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

Author Lisa Shidler July 31, 2014 at 6:17 PM
2 Comments
no description available
Dan Sontag: I met with Rudy Adolf several times ... and I was suitably impressed.

Dan Sontag

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Rudy Adolf

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Ryan Shanks

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Chris Dupuy


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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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


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



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