Sheldon McFarland
Portefeuillebeheerder-Aandelen bij Buckingham Strategic Partners LLC
Profiel
Sheldon Patrick McFarland is currently the Vice President of Portfolio Strategy & Research at Buckingham Strategic Partners LLC since 2018.
Previously, he held the same position at LWI Financial, Inc. Mr. McFarland received his undergraduate degree from Brigham Young University in 2000 and his MBA from Santa Clara University.
Actieve functies van Sheldon McFarland
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Buckingham Strategic Partners LLC
 Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Portefeuillebeheerder-Aandelen | 01-12-2018 |
Eerdere bekende functies van Sheldon McFarland
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|---|---|---|
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Analyst-Equity | - |
Opleiding van Sheldon McFarland
| Brigham Young University | Undergraduate Degree |
| Santa Clara University | Masters Business Admin |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
Buckingham Strategic Partners LLC
Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Finance |