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Network origin in Paul F. Forman first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul F. Forman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Founder Founder | |
New York University | College/University | Masters Business Admin | |
Baruch College | College/University | Undergraduate Degree | |
RubinBrown LLP
![]() RubinBrown LLP Miscellaneous Commercial ServicesCommercial Services RubinBrown LLP engages in the provision of auditing and accounting services. It offers assurance, business advisory, entrepreneurial, tax, and wealth advisory services. The company was founded by Mahlon Rubin in 1952 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NISA Investment Advisors LLC
![]() NISA Investment Advisors LLC Investment ManagersFinance NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients. | Investment Managers | Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Graduate Degree | |
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. | Investment Managers | Director of Research - Equity | |
Purdue University | College/University | Undergraduate Degree | |
St. Louis University | College/University | Undergraduate Degree |
Statistics
International
United States | 15 |
Sectoral
Consumer Services | 7 |
Finance | 5 |
Commercial Services | 4 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 8 |
Undergraduate Degree | 6 |
Founder | 5 |
Investment Committee Member | 4 |
Director of Research - Equity | 2 |
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