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
Società | Posizione | Fine |
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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. | Gestore di Portafoglio-Azioni | 01/05/2020 |
Formazione di Andy Eyerman
Miami University | Undergraduate 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 | 1 |
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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 |
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