The Operating Committee helps design and implement day-to-day policy and strategy for the organization.
Managing Director, Advisor Services
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Chief Operating Officer
Chief Financial Officer
Managing Director, Operations & Technology
General Counsel and Chief Compliance Officer
Managing Director, Buckingham
Chief Talent Officer
Director of Investment Strategy
Chief Investment Officer
Chief Experience Officer
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My greatest compliment is when someone says to me “For the first time in my life I understand what someone is doing with my money.
FMF&E Wealth Management, LLC
BAM Client since 1999