Buckingham Acquires Classic Capital

Exactly the right fit. Buckingham CEO Adam Birenbaum and Jay Leonard talk with Financial Planning’s Ann Marsh about East Coast expansion, succession planning and why the recent acquisition of Classic Capital is a win for both firms.



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Jay Leonard, CFA

Jay Leonard enjoys learning about the newest research and developments in the field of investment theory and portfolio construction, but his favorite part of the job is working with clients to help them plan for the future. He knows that understanding a client’s core values is critical to creating the right financial framework to achieve their most important goals. Jay was born and raised in Brooklyn, New York, and served in the U.S. Army Reserve. After living in Short Hills, N.J., for 37 years, he now splits his time between New York City and Sarasota, Florida. He has been married to his wife, Iris, for 45 years and has two children, Andrew and Emily. Outside of work, Jay has volunteered at his local food pantry and Habitat for Humanity.

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