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Buckingham Asset Management is guided by 11 principals who offer a breadth of talents, resulting in a well-managed firm that continues to expand its expertly designed client resources. Our qualified team of investment advisors develop personal relationships with the investors they serve, while acting as the investor's liaison to Buckingham's full range of service offerings.
INVESTMENT ADVISORS
| Ernest Clark, CPA/PFS* |
Brad Jenkins, CFP®, ChFC, CLU |
Ken Rosenbaum, CPA, CRPS |
| John Corn, MBA, CPA/PFS |
Ken Katzif |
Dan Rush |
| Jim Cornfeld, CFP® |
Mont Levy, JD* |
Bert Schweizer III, CPA/PFS* |
| Madaline Creehan |
Vladimir Masek, PhD* |
Al Sears |
| Steve Funk |
Bruce McGee |
Susan Shackelford-Davis* |
| Bob Gellman* |
Shannon Moenkhaus, CFP® |
Aaron Vickar |
| Ed Goldberg* |
Jim Myers |
Stuart Zimmerman, CPA/PFS |
| Brian Haywood |
David Ressner |
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INVESTMENT ADVISOR ASSOCIATES
| Jonathan Abner |
Elliot Dole |
Kevin Pugh |
| Erica Bouchard |
Kevin Grogan |
Steve Wiechel |
| Scot Colgrove |
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ADDITIONAL LEADERSHIP
Adam Birenbaum, JD, AIF* — Chief Compliance Officer, Associate General Counsel
Joe Goldberg, CRPS, AIF — Director of Retirement Plan Services
Jared Hoffman — Director of Technology
Tiya Lim — Investment Strategy Manager
Steve Lourie* — Director of Human Resources
Lindsay Pearson — Buckingham Client Services Manager
Jeff Remming — Director of Operations
Larry Swedroe* — Director of Research
Brenda Witt, CPA* — Director of Finance
* denotes principal of the firm.
For a free consultation and to speak with one of our investment advisors, please call 866.545.8816 or submit our contact us form.
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