Adam Birenbaum Named to Investment News’ Inaugural 40 Under 40 List

Adam Birenbaum, CEO of Buckingham and BAM Advisor Services, has been named to Investment News’ inaugural 40 Under 40 list. More than 1,200 advisors from across the country were nominated for the honor, which recognizes individuals who throughout their careers have demonstrated tremendous passion, leadership and professional accomplishment in the financial services industry. Those on the list were nominated by their peers and chosen for inclusion by the editorial staff at Investment News.

In his role at Buckingham and

its sister firm BAM Advisor Services (a strategic partner to more than 140 wealth advisory firms across the country that make up the BAM ALLIANCE), Birenbaum leads an organization of more than 170 associates who serve more than 17,000 clients. He provides the dedicated, strategic vision critical to advancing the firm’s position. Under Birenbaum’s leadership, Buckingham has made seven key acquisitions in the past three years with more transactions in the pipeline for 2014. Between the two businesses, the firm manages or administers more than $24 billion dollars of assets.*

“It’s wonderful to be recognized by Investment News, especially alongside so many accomplished, passionate individuals,” says Birenbaum. “My inclusion is a testament to the strength of the team I work with every day and the strength of the community of the advisors and clients we serve.”

*As of May 31, 2014.


The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2014, The BAM ALLIANCE

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Adam Birenbaum, JD

As chief executive officer for Buckingham Wealth Partners, Adam Birenbaum provides the dedicated, strategic leadership critical to advancing Buckingham’s position as one of the leading independent wealth management firms in the United States. Equally important to implementing his progressive vision for the future is his commitment to the firm’s enduring legacy and his role of being the standard bearer of the history, values and culture established by the firm’s founders. 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.

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