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Larry Edward Swedroe
Stratega di mercato presso
Prosperity Advisers LLC
Profilo
Mr. Larry E.
Swedroe is a Chief Investment Strategist at Prosperity Advisers LLC.
Throughout his career, Mr. Swedroe has held leadership roles in prominent organizations, including as Head of Financial and Economic Research at Buckingham Wealth Partners, where he served on the Investment Policy Committee and Board of Directors until June 2024.
He has also held executive roles at Prudential Home Mortgage/RSCA and Citicorp, as well as management positions at CBS.
Since July 2024, he has worked as an independent consultant to RIAs and investment firms.
He received his BBA from Baruch College and an MBA from The Leonard N Stern School of Business.
Posizioni attive di Larry Edward Swedroe
| Società | Posizione | Inizio |
|---|---|---|
Prosperity Advisers LLC
 Prosperity Advisers LLC Investment ManagersFinance Provides investment advice | Stratega di mercato | - |
Precedenti posizioni note di Larry Edward Swedroe
| Società | Posizione | Fine |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Direttore della Ricerca - Azioni | 01/11/2024 |
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Corporate Officer/Principal | - |
Prudential Home Mortgage, Inc.
 Prudential Home Mortgage, Inc. Finance/Rental/LeasingFinance Home mortgages | Corporate Officer/Principal | - |
Formazione di Larry Edward Swedroe
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
55
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Finance |
Prudential Home Mortgage, Inc.
Prudential Home Mortgage, Inc. Finance/Rental/LeasingFinance Home mortgages | Finance |
Baruch College
 Baruch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Prosperity Advisers LLC
Prosperity Advisers LLC Investment ManagersFinance Provides investment advice | Finance |
