Let's Talk

Our Passion

You are our passion. We work each day to provide the resources, technology and support to help you care for clients in a more meaningful way. We help clear your day of the mundane tasks so that you have more time to take the best care of clients.

Buckingham at a Glance

Buckingham Strategic Partners was born from the BAM ALLIANCE, BAM Advisor Services, and Loring Ward brands. Collectively, we’ve spent the last 20+ years creating a better wealth experience for financial advisors and their clients.

Unlike a typical TAMP, our comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need to deliver holistic wealth management solutions. All in an effort to help you become a better connected, more successful organization.

24+
Years Serving Advisors
$32B*
AUM/AUA
1000+
Advisors Currently Served
390+
ADVISORS WITH US OVER 15 YEARS
*As of March 31, 2020, Buckingham Strategic Partners had $3.50 billion of discretionary regulatory assets under management and $12.95 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $16.10 billion of assets managed or advised by the independent firms that hire Buckingham Strategic Partners for its services. In the aggregate, the total number of assets under management or administration was $32.55 billion.

Our Team

Alex Potts
Alex Potts
President
Executive Team
Mike Clinton
Mike Clinton
Chief Business Officer
Executive Team
Steve Atkinson
Steve Atkinson
Managing Director
Advisor Relations
Howard Lee
Howard Lee
Managing Director
Advisor Services
Cynthia Chu
Vice President
Advisor Services
Amy Michaelson
Manager, Trading
Advisor Services
Jared Kizer
Jared Kizer
CFA
Chief Investment Officer
Investment Strategy
Blerina Hysi
Manager, Fixed Income Trading
Investment Strategy
Kristen Donovan
Director
Retirement Solutions
Jared Hoffman
Jared Hoffman
Managing Director
Advisor Services
Meredith Boggess
Director
Advisor Engagement
Jeffrey Levine
CPA/PFS, CFP®, AIF®, CWS®
Director
Advanced Planning
Jonathan Scheid
Managing Director
Solutions
Raymond Wong
Vice President
Operations
Melissa Hoeck
Strategy and Execution VP
Advisor Services
Location Map

Office Locations

St. Louis

8182 Maryland Ave.
Ste. 500
St. Louis, MO 63105

San Jose

10 Almaden Blvd
Floor 15
San Jose, CA 95113