Professional Designations

Institutional Services Advisor

Tim Jost, CFA

Tim Jost serves as an advisor on the institutional services team at Buckingham Strategic Wealth. In addition to advising clients, he is also 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 corporate 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 and Series 65 financial license.

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