Jason Bottenfield, Managing Partner at Park Cities Group within Steward Partners, joins us to share the story of his unique path from professional baseball to wealth management. He reflects on how the discipline and resilience he developed as an athlete helped him navigate the early challenges of breaking into the industry—without connections or a finance degree—and how those lessons continue to shape his approach to business and leadership.
Jason also discusses what led him and his partners to join Steward Partners in 2019 and why the firm’s hybrid model and collaborative culture have helped their business grow. He shares real examples of how Steward’s infrastructure supports complex client needs, emphasizes the value of mentoring the next generation, and explains how Park Cities Group delivers a boutique experience backed by big-firm capabilities.
Resources: Steward Partners
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