Harvey Sontag

Harvey Sontag brings over forty years of accounting expertise, along with deep technological insight, to PortfolioShop. His drive and determination to automate complex back-office accounting, performance measurement and systemic risk operations permeates their company’s operations on a daily basis. Harvey has an extensive background in the financial services industry and has been servicing buy- and sell-side firms of all sizes since 1974. Harvey is a graduate of the City University of New York at Baruch College.