You Are Our Passion
We Are Your Team

You Are Our Passion
We Are Your Team

You have lots of options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.

When you partner with Buckingham, we become an extension of your team. We deliver a level of partnership, research support and professional development that goes far beyond day-to-day operational details. Learn about the full team that supports you here and meet some of your partners below.

Executive Leadership

Adam Birenbaum

Adam Birenbaum

Chairman & Chief Executive Officer

Executive Leadership

Justin Ferri

Justin Ferri

President, Buckingham Wealth Partners

Executive Leadership

Alex Potts

Alex Potts

President

Executive Leadership

Steve Atkinson

Steve Atkinson

Managing Director, Advisor Relations

Executive Leadership

Rob Ziliak

Rob Ziliak

Chief Operating Officer, Buckingham Wealth Partners

Executive Leadership

Investment Strategy

Daniel Campbell

Daniel Campbell

Sr. Investment Strategist

Investment Strategy

Kevin Grogan

Kevin Grogan

Chief Investment Officer

Investment Strategy

Jared Kizer

Jared Kizer

Head of Investment Research

Investment Strategy

Sheldon McFarland

Sheldon McFarland

Director, Investment Strategy

Investment Strategy

Larry Swedroe

Larry Swedroe

Head of Financial and Economic Research

Investment Strategy

Blerina Hysi

Blerina Hysi

Director, Fixed Income

Investment Strategy

Advanced Planning

Jeffrey Levine

Jeffrey Levine

Chief Planning Officer

Advanced Planning

Bill Morgan

Bill Morgan

Advanced Planning Advisor

Advanced Planning

Elliot Dole

Elliot Dole

Wealth Advisor

Advanced Planning

Jim Cornfeld

Jim Cornfeld

Wealth Advisor

Advanced Planning

Business & Technology Solutions

David Luckes

David Luckes

Director, Institutional Services

Business & Technology Solutions

Melissa Hoeck

Melissa Hoeck

Director, Product & Platform Solutions

Business & Technology Solutions

Charles Laverty

Chuck Laverty

Director, Business Solutions

Business & Technology Solutions

Operational Support

Amy Michaelson

Amy Michaelson

Director, Trading

Operational Support

Brian Reagan

Brian Regan

Director of Onboarding & Integration

Operational Support

Ben Lanning

Ben Lanning

Director, Portfolio Management

Operational Support

Misty LaBuguen

Misty La Buguen

Manager, Service Management

Operational Support

Howard Lee

Howard Lee

Managing Director of Service, Trading & Operations

Operational Support

Brittany Marshall

Brittany Marshall

Manager, Service Management

Operational Support

Chris VanHouten

Chris Vanhouten

Director of Billing and Data Services

Operational Support

Compliance Team

Huong Nguyen

Huong Nguyen

Manager, Compliance

Compliance Team

Jeff Yorg

Jeffrey Yorg

Associate General Counsel and Chief Compliance Officer

Compliance Team

Sara Buser

Sara Buser

Compliance Manager,
SA Funds

Compliance Team

Client Experience

Allison Barbieri

Allison Barbieri

Relationship Manager

Client Experience

Laura Barr

Laura Barr

Relationship Manager

Client Experience

Will Blanchette

Will Blanchette

Relationship Manager

Client Experience

Jim Boylan

Jim Boylan

Divisional Manager

Client Experience

Sean Brooks

Sean Brooks

Divisional Manager

Client Experience

Erica Brown

Erica Brown

Associate Relationship Manager

Client Experience

Vince Crivello

Vincent Crivello

Director, Advisor & Client Experience

Client Experience

David Hanna

David Hanna

Manager, Advisor & Client Experience

Client Experience

Matthew Glazier

Matt Glazier

Relationship Manager

Client Experience

Chris Hadeler

Chris Hadeler

Relationship Manager

Client Experience

Jeremy Miller

Jeremy Miller

Associate Regional Director

Client Experience

Matt Miller

Matt Miller

Associate Regional Director

Client Experience

Lynne Mosier

Lynne Mossier

Regional Director

Client Experience

Angela Muckler

Angela Muckler

Associate Regional Director

Client Experience

Mike Ozburn

Mike Ozburn

Divisional Manager

Client Experience

Panch Romero

Panch Romero

Regional Director

Client Experience

Carter Schmid

Carter Schmid

Associate Regional Director

Client Experience

Ben Slater

Ben Slater

Divisional Manager

Client Experience

Angie Stover

Angie Stover

Relationship Manager

Client Experience

Jonathan Scheid

Jonathan Scheid

Managing Director of Advisory Solutions

Client Experience

Retirement Services

Kristen Donovan

Kristen Donovan

Director, Retirement Solutions

Retirement Services

Matt Pranschke

Matthew Pranschke

Retirement Solutions Advisor

Retirement Services

Kathryn Loop

Kathryn Risch

Retirement Solutions Advisor

Retirement Services

Davide Shipp

David Shipp

Retirement Solutions Advisor

Retirement Services