Andrew Sosnowitz CRPC®, AAMS®, CMFC®
Andrew Sosnowitz CRPC®, AAMS®, CMFC®
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 strategies for families and individuals with complex estate planning and corporate 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.
Having grown up in the sunshine state of Florida, Andrew’s decision to reside in the Valley of the Sun should be no surprise. He shares his Phoenix home with his wife Laura, and their growing boys, Blake & Caleb.
Sean Neel, CFP®
Sean Neel, CFP®
Sean is Associate Vice President & Senior Wealth Manager at Buttonwood Capital Management with over a decade of investment experience. He is an integral part of the firm as a contributing member of the Wealth Management and Financial Planning teams, dedicating his efforts to managing our clients’ overall financial picture.
Prior to joining Buttonwood, Sean was an Assistant Vice President with JPMorgan Private Bank, advising successful families, private and public companies, and charitable foundations on asset allocation strategies and providing recommendations based on client’s financial goals and risk profiles. He began his career as a Financial Advisor at Edward Jones & Company.
Sean holds a double major in Economics & Business Administration from Principia College with a specialization in MIS, where he graduated with Phi Alpha Eta honors. Sean proudly holds a CFP® (Certified Financial Planner®) designation – the highest standard of excellence for financial planning. This highlights his expertise in estate, tax, and retirement planning while advising as a fiduciary for our clients.
As an Arizona native, Sean resides with his wife, Brooke, and plans to build a family in the coming years.
Phillip Wiltfong, CFA
Phillip Wiltfong, CFA
Phillip is an Associate Wealth Manager & Portfolio Strategist at Buttonwood Capital Management with a diverse background of investment experience. He is an integral part of the firm and a contributing member of the Wealth Management team and the Investment Policy Committee. He dedicates his efforts to managing our clients’ overall financial picture.
Before joining Buttonwood, Phillip worked as a consultant at FactSet Research Systems, collaborating with some of the largest institutional investment managers nationwide. He has deep expertise in portfolio construction, research analysis, and investment analytics.
Phillip holds a bachelor’s degree in finance from the University of Arizona, where he graduated with Magna Cum Laude honors. He also proudly earned the CFA® (Chartered Financial Analyst®) designation, the highest recognition in the global investment management industry. It demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills underpinned by ethical conduct in the highest standards of practice.
An Arizona native, Phillip enjoys spending his free time with his family and friends.
Hayley Veal
Hayley Veal
Hayley is a dedicated Client Service Associate at Buttonwood Capital Management, where
she leverages her experience to ensure top-notch service for clients. With a passion for building
strong client connections, she goes above and beyond to understand their needs and provide
tailored solutions.
A graduate of Barrett, The Honors College at Arizona State University, Hayley holds a
bachelor’s degree in Business with a focus in Technology. Prior to joining Buttonwood, Hayley
spent 4 years honing her skills in the private wealth management sector, with a significant
portion dedicated to marketing and public relations. This diverse experience has equipped her
with a well-rounded understanding of client needs and effective communication strategies.
Hayley is deeply rooted in Arizona and plans to continue making it her home, surrounded by her
cherished family and friends. Outside of her professional endeavors, she loves to soak up the
Arizona sunshine and discover new outdoor adventures through hiking and exploration.
Brady Lawson
Brady Lawson
Brady is a committed Client Service Associate at Buttonwood Capital Management, where he combines experience in advisor services and wealth management to deliver exceptional service and support to clients. His role is centered on fostering strong client relationships and ensuring their needs are met.
With a Master’s Degree in Legal Studies from the Sandra Day O’Connor College of Law, he brings a unique analytical perspective to his work. This enables him to navigate complex issues with precision and attention to detail. His educational background, coupled with hands-on experience in wealth management, allows him to approach client service with both legal and financial acumen.
He is passionate about delivering value to clients through effective communication, problem-solving, and a proactive approach to addressing their financial needs. As a transplant to Arizona, he has made both this state and Buttonwood Capital Management his home.
Alex Reyes
Alex Reyes
Alex is a Client Service Assistant at Buttonwood Capital Management, where he ensures top-notch service for clients. With a passion for building and maintaining strong client connections, he consistently goes above and beyond to understand client’s needs and provide bespoke solutions.
Alex holds a double major in Economics and Business Administration with a focus in Finance from Principia College, where he graduated with Phi Alpha Eta Honors. Prior to joining Buttonwood, Alex was a Wealth Management Assistant, where he assisted in providing exceptional service to his advisors and clients alike.
Originally from Southern California, Alex is well prepared for Arizona’s heat and traffic. Outside of his professional endeavors, he loves to stay active and meet new people through Brazilian Jiu-Jitsu, and the gym.