Andy Eyerman

Andy Eyerman

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Mr. Andrew L.
Eyerman is a Portfolio Manager at Buckingham Strategic Wealth LLC.
He is responsible for managing clients’ portfolios, which includes overseeing the allocation and location of assets.
He monitors portfolios to ensure they are in balance, promptly addresses client questions and needs, and runs financial projections to gauge how their spending meshes with their short- and long-term goals.
Mr. Eyerman became a Portfolio Manager in 2016 after serving a variety of roles with the Client Service team at BAM Advisor Services, Buckingham’s sister firm.
He provided operational support, guidance and best practices to a network of advisory firms in the BAM network and served as a liaison to the custodians with whom they work.
Prior to joining the firm in 2007, he worked in the risk management field as an Account Representative with Arthur J.
Gallaher & Co. He earned his Bachelor’s degree from Miami University in Ohio and has passed his Series 65 exam.

Precedenti posizioni note di Andy Eyerman

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/05/2020
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Formazione di Andy Eyerman

Miami University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

3

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private1

Finance

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