Kevin Carlton
Portfolio Manager-Fixed Income bei Buckingham Strategic Wealth LLC
Aktive Positionen von Kevin Carlton
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Portfolio Manager-Fixed Income | 01.01.2017 | - |
| Trading-Equity | 01.02.2013 | 01.01.2017 |
Karriereverlauf von Kevin Carlton
Ausbildung von Kevin Carlton
| University of Dayton | Undergraduate Degree |
| St. Louis University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Trading-Equity | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
- Börse
- Insiders
- Kevin Carlton
- Erfahrung
