The BAM ALLIANCE


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       Delivering on the Promise 
     of True Wealth Management 



     

Portfolio Review

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    Questions about your portfolio
    or seeking a second opinion?

    Contact us via our contact form 
    or call 866.545.8816
    (new clients only).     

    All other inquiries,
    call 800.711.2027.

     

Leadership PDF Print E-mail

 

Buckingham Asset Management is guided by a leadership team that possesses a breadth of talents, resulting in a well-managed firm that continues to expand its expertly designed client resources.
 
 OPERATING COMMITTEE
  Adam Birenbaum, JD — Chief Executive Officer
 Dan Haynes — Chief Compliance Officer
 Jared Hoffman — Director of Operations
 Shannon O'Toole Kuhlman — Director of Human Resources
 David Levin — Chief Marketing Officer
 Jeff Remming — Chief Operating Officer
 Al Sears — BAM Managing Director
 Brenda Witt — Director of Finance 

 ADDITIONAL LEADERSHIP
 Jonathan Abner — Director of Advisor Operations
 Ernest Clark, CPA/PFS — Director of Client Growth Strategies
 Madaline Creehan — Director of Advanced Planning
 Joe Goldberg, CRPS, AIF — Director of Retirement Plan Services
 Kevin Grogan, CFA — Director of Investment Analysis
 Brian Haywood — Director Fixed Income Trading Desk
 Jared Kizer, CFA — Director of Investment Strategy
 Shannon O'Toole Kuhlman — Director of Human Resources
 Ben Lanning — Director of Trading Operations
 Tiya Lim — Director of Institutional Advisory Services
 Jim Myers — Director of Professional Development 
 Lindsay Pearson — Director of Buckingham Client Service 
 Beth Sharpe — Director of BAM Development Programs
 Larry Swedroe — Director of Research
 Aaron Vickar — Director of Risk Management 

For a free consultation and to speak with one of our investment advisors, please call 866.545.8816 or submit our contact us form.