Institutional Services Associate Advisor
Tim Jost, CFA
Tim Jost serves as an associate advisor on the institutional services team at Buckingham Strategic Wealth. He is responsible for the day-to-day management of institutional portfolios and provides customized analysis and support for all of Buckingham’s institutional clients.
Prior to joining Buckingham, and while earning his graduate degree in business, Tim worked in a risk management role on the trading floor at Energy Future Holdings Corp. and in the business development group at Trinity Industries Inc. Prior to attending graduate school, Tim was an equities and options trader at Stifel, Nicolaus & Co. Inc.
Tim holds a master’s degree in business administration from Southern Methodist University and a bachelor’s degree in business administration from Saint Louis University. Tim currently holds the Chartered Financial Analyst® designation, Series 65 financial license and has previously held the Series 7, 55 and 66 licenses.