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Kevin Grogan, CFA, CFP<sup>®</sup>

Kevin Grogan, CFA, CFP®

Managing Director of Investment Strategy

By reading and analyzing the latest research in investments and finance, Kevin Grogan, Managing Director of Investment Strategy for BAM Advisor Services, is able to draw practical applications and apply his findings to help BAM ALLIANCE member firms improve the structure of their clients’ portfolios to help them achieve their financial goals.

As part of the BAM Advisor Services investment strategies team, Kevin is where BAM’s evidence-based and client-focused investment philosophy meets effective execution, helping set member firms apart from other available financial planning services.

Kevin’s journey to BAM Advisor Services began with some career advice from a pioneer in the world of passive investing. While Kevin was still an MBA student at Saint Louis University, Rex Sinquefield, a SLU alumnus and the co-founder of Dimensional Fund Advisors, gave a talk to the business school on the practical nature of passive investing. Up until that time, this approach had been just another theory in Kevin’s investment philosophy class. Later that year, a Wall Street Journal article by Jonathan Clements caught his attention. A quote from financial author Larry Swedroe prompted Kevin to contact Larry about BAM Advisor Services and Buckingham. He joined the firm in 2007.

Kevin has co-authored two books. In April of 2014, he and Larry Swedroe released “Reducing the Risk of Black Swans: Using the Science of Investing to Capture Returns with Less Volatility.” His first book was “The Only Guide You’ll Ever Need for the Right Financial Plan,” co-authored with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy. He also co-authored the article “The Maturity of Fixed-Income Assets and Portfolio Risk” with Larry Swedroe, which appeared in the Winter 2009 issue of The Journal of Investing.

Kevin holds an MBA from Saint Louis University and a bachelor’s degree in finance from Missouri State University in Springfield, Mo. He is also a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

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