Kevin Carlton
Portfolio Manager-Fixed Income bij Buckingham Strategic Wealth LLC
Profiel
Kevin Gene Carlton is a Fixed Income Portfolio Advisor at Buckingham Strategic Wealth LLC.
He started working at Buckingham Strategic Wealth LLC in 2013 and has been in his current position since 2017.
Prior to his current job, Mr. Carlton obtained an MBA from St. Louis University in 2007 and an undergraduate degree from the University of Dayton in 2001.
Actieve functies van Kevin Carlton
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Opleiding van Kevin Carlton
| University of Dayton | Undergraduate Degree |
| St. Louis University | Masters Business Admin |
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
