Brian Hartstein, Director of Corporate Development with Bayntree Wealth Advisors, literally grew up in the retirement plan space, starting in the family business in the seventh grade.
His passion is palpable, and much of his success stems from his willingness to do what competitors won’t. He describes the lengths to which he and Bayntree will go to help plan sponsors and participants.
We also discuss what he’s doing differently as a result of the pandemic that’s really working, what he and the firm do better than anyone else, and he provides a compelling anecdote about a successful outcome of which he’s particularly proud.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
