Kansas City, MO (PRWEB) April 08, 2015
Buttonwood Financial Group, an independent wealth management firm, is proud to announce the promotion of the talented Brent Bastian from Portfolio Technical Specialist to Director of Operations.
“Brent has already contributed significantly in his previous position within the investment department. I look forward to seeing him grow in his new role as Director of Operations,” said Buttonwood President Jon McGraw.
Having previously worked closely with Registered Investment Advisors at Schwab Performance Technologies, Bastian developed a passion for the wealth management industry while gaining invaluable industry experience in portfolio management, client relationship management and investment platforms.
Bastian said he looks forward to continuing to progress within the wealth management industry and plans to apply his expertise to his new role as Director of Operations. He will oversee the client service department and participate in making strategic decisions regarding business operations and client services.
“I’m looking forward to the challenges that will come along with this new position,” said Bastian.
About Buttonwood Financial Group
Buttonwood Financial Group is an independent wealth management firm based in Kansas City, Missouri, that works with individuals and families to simplify the complexity that comes with wealth. The firm serves as a Family CFO, coordinating and integrating tax, insurance and estate planning, as well as strategies for investments, cash flow, retirement, education and business, to achieve their clients’ specific goals.
President and Chief Investment Officer
3013 Main Street
Kansas City, MO 64108