Bert Schweizer
Profile
Mr. Bert Schweizer, III CPA, is Co-Founder & Chairman at Buckingham Asset Management LLC and Chairman at The Buckingham Family of Financial Services.
Prior to co-founding Buckingham Asset in 1994, Mr. Schweizer served as principal and shareholder with the CPA firm Pasternak, Schweizer & Co., P.C.
He also worked for KPMG Peat Marwick.
His experience includes numerous aspects of accounting, tax and consulting for individuals and closely held businesses including estate and retirement planning, business planning, mergers and acquisitions, business valuations, marital dissolutions, tax and financial planning, and expert witness testimony.
Mr. Schweizer has a bachelor's degree in business administration with an emphasis in accounting from the University of Missouri in Columbia.
Former positions of Bert Schweizer
| Companies | Position | End |
|---|---|---|
| KPMG Peat Marwick LLP | Corporate Officer/Principal | 01/01/2000 |
The Buckingham Family of Financial Services
 The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Founder | - |
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. | Founder | - |
Training of Bert Schweizer
| University of Missouri | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
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 |
| KPMG Peat Marwick LLP | Commercial Services |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Miscellaneous |
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