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.
Ohio-based Buckingham Advisors is a unique team of professionals that work together to create professional and personal financial success for their clients. Buckingham’s professionals are fiduciaries, putting their clients’ needs ahead of their own. The company’s core purpose is to improve the lives of clients by providing clarity, simplicity, and the professional expertise of Buckingham’s financial planners, investment professionals, tax strategists and accounting team. Buckingham specializes in aligning the solutions clients need to help them achieve the best possible financial and life outcomes. The firm offers personal and business financial solutions, providing one team for all their clients’ financial needs. A free second-opinion service is available for prospective clients (no cost or obligation). For more information visit MyBuckingham.com.