Phillip Wiltfong, CFA

WEALTH MANAGER & PORTFOLIO STRATEGIST

Phillip Wiltfong is a Wealth Manager and Portfolio Strategist at Buttonwood Capital Management, with responsibilities spanning both client advisory and investment management. He advises clients while contributing to investment research, portfolio construction, and implementation across the firm.

As a member of Buttonwood's Investment Policy Committee, Phillip evaluates investment opportunities, portfolio positioning, and the role of individual strategies within broader client portfolios. His work connects the firm's investment process with the financial planning and long-term objectives that shape each client relationship.

Before joining Buttonwood, Phillip worked as a consultant at FactSet Research Systems, where he collaborated with some of the nation's largest institutional investment managers, working across portfolio construction, research analysis, and investment analytics.

Phillip earned his bachelor's degree in finance, magna cum laude, from the University of Arizona. He holds the Chartered Financial Analyst (CFA) designation.

An Arizona native, Phillip enjoys spending his free time with his wife, Andrea, their son, Adrian, and their two dogs.