Sontag Advisory, a New York City-based independent registered investment advisory firm with approximately $4 billion in assets under advisement, has appointed David Kelman as a senior advisor. 
Previously, Kelman served as managing director for Convergent Wealth Advisors. Kelman’s experience also includes holding senior-level positions at several firms, including Next Capital Management LLC, Bank of America Merrill Lynch, Credit Suisse First Boston and Donaldson, Lufkin & Jenrette.