Andrew Sosnowitz
President & Chief Investment Officer at Buttonwood Capital Management
- Role
- President & Chief Investment Officer at Buttonwood Capital Management
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Andrew Sosnowitz
Andrew Sosnowitz is President and Chief Investment Officer of Buttonwood Capital Management. With over 25 years of wealth management and investment experience, he leads the firm’s strategic direction, setting its long-term investment approach and overseeing portfolio construction, research, and tax-efficient implementation.Alongside his leadership responsibilities, he works directly with clients, particularly those with complex needs, to develop comprehensive financial plans, manage portfolios, and coordinate tax and estate considerations within a cohesive wealth management framework.Prior to founding Buttonwood in 2009, he spent more than a decade as an Assistant Vice President and Wealth Management Advisor in Merrill Lynch’s Global Private Client Group. There, he gained extensive experience evaluating opportunities across asset classes and market cycles, working with traditional and alternative managers, and advising clients on advanced estate planning techniques, including complex trust and corporate structures.Andrew earned his bachelor’s degree from the University of Arizona and completed post-baccalaureate studies at MIT’s Sloan School of Management. Additionally, he holds the CRPC® (Chartered Retirement Planning Counselor), AAMS® (Accredited Asset Management Specialist), and CMFC® (Chartered Mutual Fund Counselor) designations awarded by the College for Financial Planning.Active in the community, Andrew supports organizations such as Chances 4 Children, reflecting his belief that every child deserves a family. He continues to advocate for both domestic and international adoption.
Experience
President & Chief Investment Officer
Sep 2009 — Present · Scottsdale, AZ, US
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, 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.
Education
MIT Sloan School of Management
Post Baccalaureate (ECML)
University of Arizona
Bachelor of Arts (B.A.)
Skills
- Asset Allocation
- Personal Financial Planning
- Retirement Planning
- Investment Management
- Trustee Investments
- 401k Rollovers
- Investment Strategies
- Alternative Investments
- Private Equity
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.