Adam Lawrence Birenbaum
Amministratore Delegato presso Buckingham Strategic Wealth LLC
Profilo
Mr. Adam L.
Birenbaum is a Chief Executive Officer at The Buckingham Family of Financial Services, at Buckingham Strategic Partners LLC and at Buckingham Strategic Wealth LLC.
He is on the Board of Directors at Buckingham Strategic Partners LLC.
He provides the dedicated, strategic leadership critical to advancing the organization's position as one of the leading financial firms in the United States.
He leads strategic planning and initiatives across the entire organization, continuously evolving and improving its approach to attracting top talent, building robust infrastructure and delivering an unrivaled client experience.
Specifically for Buckingham Strategic Wealth, his keen eye for succession and growth has helped create deep wealth management teams capable of supporting clients now and for generations to come, as well as expand its size and depth of client experience through a combination of organic and acquisition-based growth strategies.
The combination of these efforts has enabled Buckingham to become one of the largest Registered Investment Advisor firms in the country.
Mr. Birenbaum also served on the board at St. Louis Regional Chamber & Growth Association.
He received his undergraduate degree from Vanderbilt University and a graduate degree from St. Louis University.
Posizioni attive di Adam Lawrence Birenbaum
| Società | Posizione | Inizio |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Amministratore Delegato | - |
The Buckingham Family of Financial Services
 The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Amministratore Delegato | 05/01/2011 |
Buckingham Strategic Partners LLC
 Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Amministratore Delegato | - |
Precedenti posizioni note di Adam Lawrence Birenbaum
| Società | Posizione | Fine |
|---|---|---|
St. Louis Regional Chamber & Growth Association
 St. Louis Regional Chamber & Growth Association Miscellaneous Commercial ServicesCommercial Services St. Louis Regional Chamber & Growth Association operates as a non-profit organization, which engages in economic development business and public policy. The company was founded in 1836 and is headquartered in St. Louis, MO. | Direttore/Membro del Consiglio | - |
Formazione di Adam Lawrence Birenbaum
| Vanderbilt University | Undergraduate Degree |
| St. Louis University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |
St. Louis Regional Chamber & Growth Association
St. Louis Regional Chamber & Growth Association Miscellaneous Commercial ServicesCommercial Services St. Louis Regional Chamber & Growth Association operates as a non-profit organization, which engages in economic development business and public policy. The company was founded in 1836 and is headquartered in St. Louis, MO. | Commercial Services |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Miscellaneous |
Buckingham Strategic Partners LLC
Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Finance |
- Borsa valori
- Insiders
- Adam Lawrence Birenbaum
