Mike Clinton sits on the board of directors for the Buckingham Family of Financial Services in addition to serving as the president of advisor services, comprised of BAM Advisor Services, LLC and Loring Ward. In his role as president, he leads the day to day execution of our Turnkey Asset Management Platform (TAMP) business. He has 20 years of experience in the investment and public accounting industries, including 14 years as a senior financial and operational executive and six years as a CPA for a San Jose company.
Before helping to lead advisor services, Mike was the vice president of fund administration of Charles Schwab Investment Management, where he was responsible for the daily oversight and administration of a number of proprietary fund complexes.
From 1995–2004 Mike held various positions at Loring Ward’s predecessor firms, including executive vice president, chief operating officer and chief financial officer. Additionally, he was the chief accounting officer and treasurer of the SA Funds from launch in 1999 through 2004.
Mike earned a Bachelor of Science in Accounting at San Jose State, is a Certified Public Accountant and is a Financial Operations Principal (Series 27 license).