Andrew Sosnowitz, Crpc®, Aams®, Cmfc® Email and Phone Number
Andrew Sosnowitz, Crpc®, Aams®, Cmfc® work email
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Andrew Sosnowitz, Crpc®, Aams®, Cmfc® personal email
Andrew Sosnowitz, Crpc®, Aams®, Cmfc® phone numbers
Andrew is the President & Chief Investment Officer of Buttonwood Capital Management. With over 20 years of investment experience, Andrew focuses his efforts on working with clients to develop their overall financial strategy, manage their investments, and integrate their tax and estate planning into a cohesive wealth management plan.Prior to launching an independent wealth management firm in 2009, Andrew spent more than a decade in the Merrill Lynch Global Private Client Group. Serving as an Assistant Vice President & Wealth Management Advisor, Andrew gained extensive experience vetting investment opportunities across multiple asset classes and through a range of market environments working with both traditional and alternative managers. In addition, Andrew counseled clients on implementing a vast array of investment and financial planning techniques for families and individuals with complicated estate planning and financial structures.Awarded a bachelor’s degree from the University of Arizona and post-baccalaureate credentials at MIT’s Sloan School of Management, Andrew holds a CRPC® (Chartered Retirement Planning Counselor), AAMS® (Accredited Asset Management Specialist), and CMFC® (Chartered Mutual Fund Counselor) – awarded through the College for Financial Planning.Andrew is involved in community service through such organizations as “Chances 4 Children” as well as “Both Ends Burning,” supporting his belief that every child deserves a family. He continues to serve as an advocate for both domestic and international adoption.CRPC conferred by College for Financial Planning.
Buttonwood Capital Management
View- Website:
- buttonwoodcm.com
- Employees:
- 7
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Buttonwood Capital ManagementScottsdale, Az, Us
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President & Chief Investment OfficerButtonwood Capital Management Sep 2009 - PresentScottsdale, Arizona, UsButtonwood Capital Management is an independent financial planning, wealth management, and strategic advisory firm. We hold ourselves to a fiduciary standard, providing counsel to our clients and their families with the purpose of preserving and growing their wealth, while maintaining a legacy for future generations.For over 20 years, our goal remains unchanged - To produce the highest standard of advice and guidance regarding all facets of our client’s lives. This principle driven approach is at the heart of what we do every day. It allows us to make better decisions, which may translate into greater success for our clients.Securities offered through LPL Financial, Member FINRA/SIPC.- Investment advice offered through Buttonwood Capital Management, a registered investment advisor and separate entity from LPL financial. For hyperlinks to FINRA and SIPC please refer to the website sections above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Assistant Vice President / Wealth Managment AdvisorMerrill Lynch Jul 1999 - Sep 2009New York, Ny, UsMerrill Lynch Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations. Merrill Lynch Global Wealth Management offers financial services to affluent and high-net-worth clients. Merrill provides clients advice within a full range of banking, investing, asset management as well as financial risk-management products and services.
Andrew Sosnowitz, Crpc®, Aams®, Cmfc® Skills
Andrew Sosnowitz, Crpc®, Aams®, Cmfc® Education Details
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University Of ArizonaBachelor Of Arts (B.A.) -
Mit Sloan School Of ManagementPost Baccalaureate (Ecml)
Frequently Asked Questions about Andrew Sosnowitz, Crpc®, Aams®, Cmfc®
What company does Andrew Sosnowitz, Crpc®, Aams®, Cmfc® work for?
Andrew Sosnowitz, Crpc®, Aams®, Cmfc® works for Buttonwood Capital Management
What is Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s role at the current company?
Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s current role is President & Chief Investment Officer at Buttonwood Capital Management.
What is Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s email address?
Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s email address is so****@****dfp.com
What is Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s direct phone number?
Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s direct phone number is +148094*****
What schools did Andrew Sosnowitz, Crpc®, Aams®, Cmfc® attend?
Andrew Sosnowitz, Crpc®, Aams®, Cmfc® attended University Of Arizona, Mit Sloan School Of Management.
What skills is Andrew Sosnowitz, Crpc®, Aams®, Cmfc® known for?
Andrew Sosnowitz, Crpc®, Aams®, Cmfc® has skills like Retirement Planning, Asset Allocation, Investment Strategies, Alternative Investments, Investment Management, Private Equity, Personal Financial Planning, 401k Rollovers, Trustee Investments.
Who are Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s colleagues?
Andrew Sosnowitz, Crpc®, Aams®, Cmfc®'s colleagues are Phillip Wiltfong, Cfa, Ashley Brown, Alex Reyes.
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