Dan Sontag
Dan Sontag was the head of Merrill Lynch Global Wealth Management for 32 years. Find more articles, news and pictures of Dan Sontag here.
Dan Sontag, Head Merrill Lynch Advisor Steps Down
Dan Sontag (Registeredrep.com)Dan Sontag, the head Merrill Lynch advisor for the last 32 years, announced his departure from the firm.
Registeredrep.com reported:
“No tears, no joy," says one Merrill advisor about Sontag's departure. He says that while Sontag was widely liked, he did not have the stature of Bob McCann, whom he replaced in January. The advisor is excited to have Sallie Krawcheck leading the advisor force. “I met her today, she’s great. She comes from our side of the business so that’s good and I think it sends a message that BofA is serious about making wealth management a core business,” he says. He also says she probably knows how and why the Citi-Smith Barney experiment didn’t work—important knowledge since Merrill now finds itself stuffed inside a banking beast.
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