The PortfolioShop Philosophy

As a software development and data management firm, our success is predicated on the power of our technology platform and the quality of our people. Our experience shows that if we serve our clients well, our own success will follow.


We have no gimmicks or hidden fees. We are transparent about what our economic model is and what the total costs will be, whether borne by the end user or their provider.


Our platform integrates with all major prime brokerages and custodians, providing a seamless flow of order information throughout the investment process, regardless of provider.


We are determined to achieve excellence in everything we undertake, and nowhere is that more apparent than with our client service organization. We go the extra mile to ensure our clients are satisfied. Always.

Our Team

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 our 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.

Tim Walters

Head of Business Development

Tim Walters joined PortfolioShop in July 2015 and is responsible for the firm’s sales and business development strategy. Tim brings over 22 years of experience to the role, having worked previously with Merrill Lynch and Grace Financial Group, specializing in fixed income and international equity operations, cash equity trading, prime brokerage customer service and sales. Tim has extensive knowledge in the introduced prime brokerage space and has worked with hedge funds and registered investment advisers for the past fifteen years. Tim is a graduate of Colgate University.

Eric Sontag


Along with Harvey, Eric Sontag has been instrumental in the development of PortfolioShop’s flagship service, ReconAdvantage. As technological lead, Eric and his team work closely with users to ensure that ReconAdvantage continues to meet the considerable expectations of our client base.  Prior to launching PortfolioShop, Eric began his career as a Business Analyst at AIG/Royal Alliance Associates, an Independent Broker Dealer. Eric is a graduate of the City University of New York at Baruch College.

Jeffrey Sontag

Head of Operations

Jeffrey Sontag joined PortfolioShop as Head of Operations in September 2008 and has been an integral part of managing and administering the ReconAdvantage suite of services ever since. Jeffrey interfaces directly with clients to ensure that all inquiries are handled quickly and efficiently. He is also responsible for quality control at the firm, ensuring that reports are both accurate and timely. Jeffrey attended the State University of New York at New Paltz, graduating with honors.

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