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The BAM ALLIANCE


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Buckingham News
Press Releases PDF Print E-mail

Allen Regan Joins Buckingham Asset Management 

July 8, 2013 — Allen Regan has joined Buckingham Asset Management, LLC as a portfolio advisor. Prior to coming to Buckingham, Allen was an advisor associate wtih AVL WealthCare in Gulfport, Miss. 

David Levin Joins Buckingham Asset Management as Chief Marketing Officer

March 25, 2013 — David Levin has joined Buckingham Asset Management, LLC as the firm’s chief marketing officer. Prior to joining Buckingham, David was the founder of 11 Communications Group, a Chicago-based consultancy that developed award-winning marketing and brand experiences for dozens of companies including Nintendo, Microsoft, MasterCard, GE, PepsiCo and Kraft Foods. 

Dan Ashbaugh Joins Buckingham Asset Management

March 7, 2013 — Dan Ashbaugh has joined Buckingham Asset Management, LLC as a portfolio advisor. Prior to coming to Buckingham, Dan was an associate for the law firm of Baylard, Billington, Dempsey & Jensen, P.C. in Union, Mo. He has also been a tax associate for KPMG, LLP in St. Louis.

Jada Diedrich Joins Buckingham Asset Management

March 7, 2013 — Jada Diedrich has joined Buckingham Asset Management, LLC as a portfolio advisor. Prior to coming to Buckingham, Jada was a manager and tax professional with Swink, Fiehler & Company, P.C. in St. Louis.

Dan Solin Joins The BAM ALLIANCE as Director of Investor Advocacy

January 9, 2013 — Financial author and blogger Dan Solin has joined Buckingham Asset Management as a wealth advisor to high net worth investors and retirement plans and The BAM ALLIANCE as its Director of Investor Advocacy. 
 

January 9, 2012 — Blerina Hysi has joined Buckingham Asset Management, LLC as a fixed income portfolio advisor.Prior to coming to Buckingham, Blerina was a fixed income liaison for Wells Fargo Advisors. She has also been a commercial loan administrator and a financial service representative with Reliance Bank. 

Scott Krajacic Joins Buckingham Asset Management

November 14, 2011 — Buckingham welcomes Scott Krajacic as a portfolio advisor. Previously, Scott was a client services associate with Stifel, Nicolaus.

Buckingham Asset Management Merges With KB Investment Advisors

September 30, 2011 — Buckingham has merged with KB Investment Advisors, based in St. Louis. KBIA has nearly $70 million in assets under management. Terms were not disclosed.

Jim Myers Named Buckingham's Director of Training and Development


August 30, 2011 — Jim Myers has been named director of training and development at Buckingham. He will be responsible for coordinating the training programs for the firm's advisors and support staff.

Christopher Girbes-Pierce, Anthony Lawrence and Mike Mariani Join Buckingham

August 9, 2011 — Buckingham welcomes Christopher Girbes-Pierce, Anthony Lawrence and Mike Mariani as portfolio advisors. Previously, Christopher was a regional financial advisor with PNC Investments, Anthony was a trader on Edward Jones' short-term taxable trading desk, and Mike was the owner of Mariani Capital.

Tiya Lim Named Buckingham Asset Management's Director of Institutional Advisory Services


June 30, 2011 — Tiya Lim has been named director of institutional advisory services at Buckingham Asset Management. She will be responsible for leading our business development, operations and service offering to institutions and nonprofit organizations both locally and nationally.

Buckingham Asset Management Named to InvestmentNews' RIA Giant List

June 10, 2011 — In InvestmentNews’ most recent rankings of the nation’s largest registered investment advisor firms by discretionary assets under management, Buckingham Asset Management was ranked third in the Midwest and No. 21 overall. Please click on the links to read important disclosures on the methodology used for the rankings. (Please click on the links to read important disclosures on the methodology used for the rankings.)

Kristin Poole Joins Buckingham Asset Management, LLC


May 9, 2011 — Kristin Poole joined Buckingham Asset Management, LLC as a portfolio advisor. Previously, Kristin had been with LegaTrust Financial Advisors as the managing director.

Buckingham Asset Management Acquires RNM Financial Management

April 1, 2011 — Buckingham Asset Management has acquired RNM Financial Management, Inc., based in Soldotna, Alaska. RNM was founded in 1996 by Bob Mikunda, who also has more than 40 years of accounting experience. RNM will take the Buckingham name, and Mikunda will become part of the Buckingham team and serve as a wealth advisor.

Irv Rothenberg Receives Distinguished Service Award From AICPA

January 20, 2011 — Irv Rothenberg, wealth advisor and founder of Wealth Management Consultants, a division of Buckingham Asset Management, LLC, received the 2010 Personal Finance Planning Distinguished Service Award.

Buckingham Asset Management Names Al Sears, Madaline Creehan and Joe Goldberg as Newest Principals

January 1, 2011 — Buckingham Asset Management, LLC is pleased to announced the election of Madaline Creehan, Joe Goldberg and Al Sears as our newest principals. Their dedication and experience have allowed them to make significant contributions to Buckingham in key positions within the organization.

Mark Winland Joins Buckingham Asset Management, LLC

December 6, 2010 — Mark Winland joined Buckingham Asset Management, LLC as an investment advisor associate. Previously, Mark was with Moneta Group for 12 years as a professional consultant.

The Buckingham Family of Financial Services Surpasses $12 Billion in Assets

October 4, 2010 — The Buckingham Family of Financial Services, a partner firm of Focus Financial Partners, today announced a merger with Wealth Management Consultants, LLC, a Sonoma County-based independent wealth management firm. Buckingham also announced they are continuing to execute their succession plan for Buckingham Asset Management with the transition of Adam Birenbaum to CEO.

Wendy Van Ronzelen Joins Buckingham Asset Management, LLC

October 4, 2010 — Wendy Van Ronzelen joined Buckingham Asset Management, LLC as an investment advisor. Previously, Wendy had been with Enterprise Trust Company for five years as a strategic advisor.

The Buckingham Family Makes the Inc. 5000 List

September 8, 2010 — The Buckingham Family of Financial Services — which includes Buckingham Asset Management — has been named to the Inc. 5000's annual ranking of the fastest growing companies in America. This is the fourth consecutive year we've been named to this prestigious list.

Elliot Dole Joins Buckingham Asset Management, LLC

February 11, 2010 — Elliot Dole joined Buckingham Asset Management, LLC as an investment advisor associate. Previously, Elliot had been with ELJ Investments for four years as a general partner and with Pritchard Capital Partners as an associate.

Erica Bouchard Joins Buckingham Asset Management, LLC

February 1, 2010 — Erica Bouchard joined Buckingham Asset Management, LLC as an investment advisor associate. Previously, Erica had been with Enterprise Trust Co. for five years as a client advisor and with Terril & Co. for three years in a client services capacity.

Ken Rosenbaum Joins Buckingham Asset Management, LLC

December 2, 2009 — Ken Rosenbaum, CPA, CRPS, joined Buckingham Asset Management, LLC as an investment advisor. Previously, Ken had been with UBS Financial Services for 11 years, serving as an investment associate on a team named as one of Forbes' Top 400 Investment Advisors for 2009.

Shannon Moenkhaus Joins Buckingham Asset Management, LLC


February 5, 2009 — Shannon Moenkhaus, CFP, joined Buckingham Asset Management, LLC as an investment advisor. Previously, Shannon had been with Enterprise Bank and Trust as senior vice president of financial advisory services in the trust division and with PricewaterhouseCoopers as a senior tax consultant.

Buckingham Asset Management, LLC Elects New Principals

February 5, 2009 — Buckingham Asset Management, LLC is pleased to announce the election of Adam Birenbaum (the youngest principal in Buckingham’s history), Ernest Clark and Brenda Witt as our newest principals. Their dedication and experience have allowed them to make significant contributions to Buckingham in key positions within the organization. We look forward to their continued leadership within the firm. 

New Associates at Buckingham Asset Management, LLC

December 18, 2008 — Shannon O'Toole Kuhlman and Kevin Pugh have joined Buckingham Asset Management, LLC. Shannon is a human resources manager, and Kevin is an investment advisor associate.

New Roles at Buckingham Asset Management, LLC

March 6, 2008 — Three leaders of Buckingham Asset Management, LLC have been given new roles within the firm. Adam Birenbaum has been named assistant to the firm's chairman, Brenda Witt has been named director of finance, and Joe Goldberg has been given the responsibility of leading Buckingham's business development efforts.