Leading the St Louis, MO-based independent RIA Buckingham and its sister company BAM Advisor Services going forward will be chief executive, Adam Birenbaum, and chief operating officer, Al Sears.

Leading the St Louis, MO-based independent RIA Buckingham and its sister company BAM Advisor Services going forward will be chief executive, Adam Birenbaum, and chief operating officer, Al Sears.

Former chief marketing officer, David Levin, is now president of Buckingham, while Jeff Remming – formerly chief operating officer – becomes president of BAM Advisor Services (a role previously held by Sears).

Now that Levin has become CMO, Meredith Boggess has been promoted to director of marketing, the firm confirmed. The pair will work together as Levin retains overall strategic/executive leadership responsibilities for marketing.

“The overall composition of the current leadership team hasn’t changed dramatically, rather the team’s areas of focus have been restructured to better suit their talents and the firm’s overall needs/goals,” the firm told this publication.

Meanwhile, Manisha Thakor, a well-known writer and speaker, has been brought in as director of wealth strategies for women.

Thakor has over 20 years of experience working in the financial services industry – initially on the institutional side and then through running her own RIA firm, MoneyZen Wealth Management.

She has been tasked with leading the firm's effort in addressing the perspectives of women investors and the role they play in safeguarding their own financial futures and that of their families.

Together, Buckingham and BAM Advisor Services manage or administer $24.7 billion in assets, as at end-December 2014.

Buckingham has additional offices in Dallas, TX, Burlington, IA, Indianapolis, IN and Irvine, Cupertino and Santa Rosa, CA.