Insero Wealth Strategies is a Registered Investment Advisory Firm, with offices in Rochester and Buffalo, New York. We are a proud member of the BAM ALLIANCE.

Finance

Buckingham Group

Buckingham Group's headquarters in Saint Louis, MO, United States

Adam Birenbaum

Jonathan Scheid

Kirby Mack

Jeffrey Levine

John Spyers

Dan Anderson

Rob Ziliak

The Wealth Advisory Team at Buckingham Group provides personalized financial planning and investment management services to individuals and families. This skilled team works closely with clients to understand their unique goals and develop tailored strategies to grow and protect their wealth. With a diverse range of expertise in areas such as retirement planning, estate planning, and investment strategies, the team aims to deliver exceptional client experiences and long-term financial success.

Wealth Advisory Team

The Leadership Team at Buckingham Group, comprised of senior executives across various departments such as finance, investment, compliance, technology, and relationship management, is responsible for setting strategic direction, ensuring regulatory compliance, optimizing operational efficiency, and spearheading innovation. They make high-level decisions to drive the company's growth, maintain its reputation in the investment advisory sector, and deliver value to clients and stakeholders.

Leadership Team

The Operations Support Team at Buckingham Group plays a vital role in ensuring efficient day-to-day operations across the organization. This team oversees onboarding and integration processes, manages human resources functions, and ensures compliance with legal and regulatory standards. By streamlining workflows and enhancing interdepartmental communication, they help to create a supportive environment that allows other teams to focus on delivering exceptional wealth management services.

Operations Support Team

The Investment Management Team at Buckingham Group is responsible for crafting and executing investment strategies that align with clients' financial goals. This skilled team, comprised of portfolio managers and fixed income advisors, focuses on managing diverse investment portfolios, optimizing asset allocation, and providing insightful market analysis to drive informed decision-making. Their expertise ensures that clients receive tailored investment solutions backed by rigorous research and strategic oversight.

Investment Management Team

The Client Services Team at Buckingham Group is dedicated to enhancing client relationships and ensuring a seamless experience throughout the investment process. This team oversees client onboarding, addresses inquiries, and delivers tailored investment strategies, while collaborating closely with advisors to promote client satisfaction and long-term financial success. With a focus on personalized service and continuous improvement, they play a vital role in fostering trust and support for clients' wealth management journeys.

Client Services Team

The Compliance and Tax Solutions Team at Buckingham Group ensures adherence to regulatory requirements and develops tax strategies for clients. Led by the General Counsel and Chief Compliance Officer, the team collaborates to provide expert advice on tax-related matters while safeguarding the firm against compliance risks, ultimately enhancing the financial well-being of clients across the Rochester and Buffalo regions.

Buckingham Group

Org chart

Teams

Wealth Advisory Team

Leadership Team

Operations Support Team

Investment Management Team

Client Services Team

Compliance and Tax Solutions Team

Offices

Buckingham Group

Org chart

Teams

Wealth Advisory Team

Leadership Team

Operations Support Team

Investment Management Team

Client Services Team

Compliance and Tax Solutions Team

Offices

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