Buttonwood Capital Management
Buttonwood Capital Management is a leading private wealth management firm. For more than 25 years, we have served as trusted advisors to entrepreneurs, executives, and multi-generational families. We deliver customized investment management, comprehensive financial planning, and strategic advice. At Buttonwood, our purpose is simple: to create enduring value that extends beyond wealth. Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Buttonwood Capital Management, an SEC registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Florida, Missouri, New Jersey, Nevada, South Carolina, Texas, Washington. 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.
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
2
across 2 depts
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SN
Sean Neel
Wealth Manager · Finance & Accounting
EmailPhone - BL
Brady Lawson
Client Service Associate · Customer/Client Service
EmailPhone - PW
Phillip Wiltfong
Associate Wealth Manager & Portfolio Strategist · Finance & Accounting
EmailPhone - AS
Andrew Sosnowitz
President & Chief Investment Officer · General Business & Management
EmailPhone - KM
Katrina Morozov
Client Service Associate · Customer/Client Service
EmailPhone - PW
Peyton Wagner
Client Services Associate · Customer/Client Service
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Buttonwood Capital Management
6 distinct titles indexed · top 6 shown.
- 3client service associate
- 1associate
- 1associate wealth manager & portfolio strategist
- 1client services associate
- 1president & chief investment officer
- 1wealth manager
Sign up to unlock all 8 contacts at Buttonwood Capital Management
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