Jim Brown Joins Buckingham Advisors as Senior Portfolio Manager & Research Analyst

DAYTON, OH / AGILITYPR.NEWS / January 13, 2022 / Brown will manage Buckingham clients’ custom portfolios and provide reports and rating recommendations for stocks in all sectors and industries

Buckingham Advisors, a comprehensive financial services firm with four locations across Ohio, today announced that Jim Brown has joined the firm as Senior Portfolio Manager & Research Analyst. Brown will be based in the company’s Dayton office.

With experience in operations, trading, compliance, portfolio management, and investment research, Brown has been in the financial services industry for nearly 20 years. He has a Bachelor of Science degree in Business with a major in Finance, and a Master of Business Administration degree in Operations Management from Wright State University. Brown also holds the Chartered Financial Analyst® (CFA®) designation.

“Jim is a valuable addition to our team,” said Jay A. Buckingham, CEO of Buckingham Advisors. “His experience managing client portfolios, participating in the equity review process, and providing stock recommendations will be a great benefit for our clients as well as our team of financial planners and tax strategists.”

Brown has been a board member for CFA Society Dayton since 2017, serving first as Membership Chair and then as Investment Committee Chair, and has also moderated their annual Investment Roundtable since 2017. Additionally, he has served as an adjunct professor at Urbana University and Wright State University.