Org chart

Adam Birenbaum
CEO & Chairman
Adam Birenbaum
Jeff Remming
Chief Transformation Officer & Director
David Levin
Chief Client Officer & Director
Wendy Hartman
President & Director, Buckingham Strategic Wealth
Alex Potts
President, Buckingham Strategic Partners & Director
Michael Clinton
Chief Business Officer, Buckingham Strategic Partners & Director
Justin Ferri
COO Buckingham Wealth Partners & Director
Salvatore Papa
General Counsel & Chief Compliance Officer, Buckingham Wealth Partners & Director
Dan Anderson
Chief Financial Officer, Buckingham Wealth Partners & Director
Jim Myers
Managing Director, Advisory Team
John Spyers
Chief Information and Technology Officer, Buckingham Wealth Partners
Sheldon Mcfarland
VP, Portfolio Strategy and Research
Jeff Yorg
Managing Director of Compliance & Risk, Associate General Counsel
Rob Ziliak
Chief Experience Officer
Jared Kizer
Chief Investment Officer, Buckingham Wealth Partners
Larry Swedroe
Chief Research Officer, Buckingham Wealth Partners
Dawn Lovelace
Director of Talent Acquisition
Don Rochleau
Client Development Director
Jeffrey Levine
Director, Advanced Planning, Buckingham Wealth Partners
Jared Hoffman
Managing Director, Relationship Management
David Luckes
Director of Institutional Services
Jonathan Scheid
Managing Director, Solutions
Ben Lanning
Director of Portfolio Management
Kevin Grogan
Managing Director of Investment Strategy
Jim Whiddon
Director of Investor Enrichment
Jeff Mcgovern
Director of Transactions
Michael E. Kitces
Head of Planning Strategy, Buckingham Wealth Partners
Mark Tonopolsky
Trading & Operations Manager
Anna Beasley
Benefits Manager

Board & Advisors

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