Olin School of Business, Washington University in St. Louis
Stuart joined the Business School January 2016 as an Executive in Residence, bringing his extensive CPA, financial planning and wealth management experience as a resource. He helped Olin create a new master of finance degree in wealth ...
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Olin School of Business, Washington University in St. Louis
Stuart joined the Business School January 2016 as an Executive in Residence, bringing his extensive CPA, financial planning and wealth management experience as a resource. He helped Olin create a new master of finance degree in wealth and asset management.
Audubon Associates LLC
Stuart, is the Chair and CEO of Audubon, a membership group of St. Louis area civic-minded investors. Its 3 pillars are increasing wealth management knowledge, encouraging collaboration to make St. Louis area philanthropic efforts more effective and growing the vibrant St. Louis area start-up scene.
Buckingham
Buckingham Asset Management was founded in 1994 by Stuart and 3 of his associates to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Stuart retired January 2016. Buckingham Strategic
Wealth, as it is now known, continues to offer an advisor relationship built on trust and company-wide integrity, Buckingham is national and serves as a Registered Investment Advisor offering fee-only investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.
BAM
Stuart was a founder of BAM Advisor Services in 1997. BAM helps CPAs and other Registered Investment Advisor firms become successful, independent wealth advisors. Based on fiduciary principles and an academically sound passive investment strategy, BAM-affiliated advisors create wealth for their clients and a long-term revenue stream for their firms. BAM’s integrated outsourcing solution reduces the time they spend managing back-office activities and multiple vendors.
The Buckingham Family of Financial Services
Stuart was one of the four founders in 1994 and was a wealth advisor of the Buckingham Family of Financial Services. It now has about 350 associates, based in St. Louis with multiple locations.Olin School of Business, Washington University in St. Louis Stuart joined the Business School January 2016 a
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