Portfolio Review

Our Team PDF Print E-mail

Buckingham Asset Management is guided by 10 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  Aaron Vickar
 Bob Gellman*  Shannon Moenkhaus, CFP®  Stuart Zimmerman, CPA/PFS
 Ed Goldberg*  Jim Myers  
 Brian Haywood  David Ressner  
     

INVESTMENT ADVISOR ASSOCIATES

 Jonathan Abner Elliot Dole                                           
 Erica Bouchard Kevin Grogan  
 Scot Colgrove     Steve Wiechel  

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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