Adam Birenbaum, JD
Chief Executive Officer
As chief executive officer for Buckingham Strategic Wealth and BAM Advisor Services, 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. Together with BAM Advisor Services, Adam leads an organization serving over 17,000 clients, managing or administering over $33.1 billion dollars of assets.*
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 has successfully carried the torch from one generation to the next, maintaining the dynamic enthusiasm and client-first approach that has allowed Buckingham 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 CEO of Buckingham and BAM, 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. With his keen eye for succession and growth, under Adam’s direction Buckingham has not only created deep wealth management teams capable of supporting the firm’s clients now and for generations to come, it has expanded both 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 on the St. Louis Regional Chamber Board of Directors and active with the St. Louis Chapter of Young Presidents’ Organization (YPO). Adam was named the 2015 Business Person of the Year by the Clayton Chamber of Commerce and is past a recipient of the prestigious 40 Under 40 award from the St. Louis Business Journal and was impressively recognized in 2012 as ‘The Most Influential Figure in the RIA Industry’ by RIABiz.com. 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.
* as of December 31, 2017