Buckingham Asset Management is guided by 14 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 advisors develop personal relationships with the investors they serve, while acting as the investor's liaison to Buckingham's full range of service offerings.

* denotes principal of the firm

 EXECUTIVE COMMITTEE
 Bert Schweizer III, CPA/PFS* — Chairperson
 Adam Birenbaum, JD* — Chief Executive Officer
 Jeff Remming — Chief Operating Officer
 Mont Levy, JD* — Chief Executive Officer (BAM Advisor Services)
 Steve Lourie — Executive Committee Member at Large

 ADDITIONAL LEADERSHIP
 Ernest Clark, CPA/PFS* — Director of Wealth Management
 Joe Goldberg, CRPS, AIF* — Director of Retirement Plan Services
 Jared Hoffman — Director of Technology
 Jared Kizer, CFA — Director of Investment Strategy
 Shannon O'Toole Kuhlman — Director of Human Resources
 Tiya Lim — Director of Institutional Advisory Services
 Jim Myers — Director of Professional Development
 Lindsay Pearson — Buckingham Client Services Manager
 Al Sears* — Director of Fixed Income
 Larry Swedroe* — Director of Research
 Brenda Witt, CPA* — Director of Finance 

ADVISORS

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

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