Chief Executive Officer

Chairman of the Board of Directors

Adam Birenbaum, JD

As Chairman and Chief Executive Officer of Buckingham Strategic Wealth, BAM Advisor Services and Loring Ward, Adam Birenbaum provides the dedicated, strategic leadership critical to advancing the organization’s position as one of the leading financial firms in the United States.

Equally important to implementing his progressive vision for the future is his commitment to the organization’s enduring legacy and his role of being the standard bearer of the history, values and culture established by the firm’s  founders. Adam has successfully carried the torch from one generation to the next, maintaining the dynamic enthusiasm and client-first approach that has allowed our business to thrive.

Early on in his professional life, Adam followed his interest in finance to a job focused on valuation, transactions and restructurings. While he loved the world of finance, he felt he was missing a bigger opportunity to connect with and bring value to the lives of others in a more meaningful way. Returning to St. Louis to attend law school, Adam was inspired by the book “The Only Guide to a Winning Investment Strategy You’ll Ever Need” by industry thought leader Larry Swedroe. He tracked down the author’s firm, only to find that his dream job — a better way to work in the world of finance — was right in his own backyard.

As Chairman and CEO, Adam leads strategic planning and initiatives across the entire organization, continuously evolving and improving its approach to attracting top talent, building robust infrastructure and delivering an unrivaled client experience. Specifically for Buckingham, his keen eye for succession and growth has helped create deep wealth management teams capable of supporting clients now and for generations to come, as well as expand its size and depth of client experience through a combination of organic and acquisition-based growth strategies. The combination of these efforts has enabled Buckingham to become one of the largest Registered Investment Advisor firms in the country.

His enthusiasm for helping clients achieve their most important goals extends beyond the boardroom. Adam serves on the financial and investment committee for several nonprofit organizations and is a member of Fidelity’s Advisor Council. He’s also active with the St. Louis Chapter of Young Presidents’ Organization (YPO). Adam was among Financial Advisor magazine’s 10 Young Advisors to Watch in 2017. He was named the 2015 Business Person of the Year by the Clayton Chamber of Commerce and is a past recipient of the prestigious 40 Under 40 award from the St. Louis Business Journal. He was impressively recognized in 2012 as ‘The Most Influential Figure in the RIA Industry’ by RIABiz.com, and in 2014 he was included in the inaugural 40 Under 40 list published by Investment News.

Adam is a graduate of Vanderbilt University and St. Louis University School of Law. He is an avid sports fan, an active collector of sports memorabilia and a lover of movies. He and his wife, a pediatrician, have three wonderful children — two daughters and a son.

 

Contact Adam

Let's look at the big picture, together.