Brian Hartstein

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.