Portfolio Review

Buckingham News
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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

January 20, 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 3, 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, 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.

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.


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