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Sontag Advisory collaborates with Plan to build new school in Haiti

May 20, 2010

Sontag and Charitable Giving Partners Commit Funds for Fully-Equipped, Earthquake-Resistant Primary School

Sontag Advisory, LLC, a leading independent investment advisory firm with offices in New York and Connecticut, announced that it will support the planning, construction and furnishing of a new primary school in Haiti for 400 children as part of the firm’s celebration of its 15th anniversary. Working with National Financial Partners Corp. (NYSE: NFP) and charitable giving partners including Breckinridge Capital Advisors, Inc., Corby Asset Management, LLC, Hamlin Capital Management, LLC and other donors, Sontag Advisory is coordinating efforts through Plan, a nonprofit organization with over 35 years of experience working in Haiti. A minimum of $180,000 in funds and supplies have been committed by Sontag and its partners. All donated funds will go toward the construction of the school.

Howard Sontag, founder and CEO of Sontag Advisory, said, “Sontag Advisory has been very successful over our 15-year history, and to celebrate this significant milestone, we wanted to look outward and give back to the global community. We created this project in the wake of the recent devastation in Haiti to do our part to help those less fortunate in honor of our clients. We are thrilled that our fundraising efforts secured funds sufficient to fully build and equip a brand new, earthquake-resistant school, and we thank our contributing partners who have joined us in supporting this important education initiative to help the children of Haiti.”

The contribution from Sontag Advisory and its partners will help an estimated 400 primary school children in Haiti go back to school next year. Plan estimates that 5,000 schools were damaged or destroyed in the January 12, 2010 earthquake and more than 300 teachers died in the disaster.

“We believe that investment in education is a powerful driver of any country’s success. We are pleased to work with Plan and our contributing partners to support education in Haiti and bring this project to life,” said Donna Levy, Chief Investment Officer and a principal of Sontag Advisory.

“Howard and Donna came to us with an extraordinary proposal – to donate funds and equipment sufficient to build and fully equip an elementary school in Haiti,” said Audrey Bracey Deegan, President and CEO of Plan USA. “We are thrilled to work with Sontag Advisory and its partners on such a unique and important project, which supports our mission to empower global communities through education and to help girls and boys realize their full potential. We are grateful for this generous contribution, and look forward to building a school in Haiti that will bring much needed hope to one of Haiti’s most devastated communities.”

The project will be implemented over a period of 12 months, from May 2010 to April 2011. It includes building a new primary school complete with furnishings, supplying teaching and classroom materials and training teachers. The school will be located in Jacmel or Croix-des-Bouquets, Haiti, and it will conform to international earthquake resistance and Sphere standards.


About Sontag Advisory, LLC

Founded in 1995, Sontag Advisory is a leading, independent registered investment advisory firm with offices in New York, NY and Westport, CT. In 2010, Howard Sontag was ranked among Barron’s “Top 100 Financial Advisors” and in 2009 Sontag Advisory was ranked among America’s top registered investment advisors by Registered Rep. The firm acts as a fiduciary on over $6 billion in assets for wealthy individuals, businesses, non-profit organizations and foundations. The firm’s position as fiduciary means Sontag Advisory LLC is under legal obligation to provide the most prudent advice based upon the firm’s experience. It also means the firm is required to focus on its clients’ needs and to align the firm with its clients’ interests while maintaining the highest level of integrity. Sontag Advisory’s approach is holistic and tailored to each client. Its objective is to maximize each client's goals and help them secure a promising future. Sontag Advisory is one of National Financial Partners’ top independent investment advisory firms.


About National Financial Partners

National Financial Partners (“NFP”) is a leading independent financial services distribution company. NFP offers high net worth individuals and companies throughout the United States and in Canada comprehensive solutions across corporate and executive benefits, life insurance and wealth transfer, and investment advisory products and services. NFP and its subsidiaries provide clients with access to objective advice and a choice of insurance and financial products and services.


About Plan

Plan USA is the US arm of Plan, a $700M international development organization founded in 1937 to assist children impacted by the Spanish Civil War. Plan is one of the oldest and largest children’s development organizations in the world. A child-centered nonprofit with no religious or political affiliations, Plan works in 48 developing countries across Africa, Asia and the Americas, empowering millions of children, families and communities to lift themselves out of poverty using methods that are innovative, cost-effective and sustainable.

Media Contacts:

Sard Verbinnen & Co.
Lesley Bogdanow / Christina Keiser

Plan USA
Robin Costello
800-556-7918 ext 1318

National Financial Partners
Barbara Willis