Who's Moving Where In Wealth Management? – Buckingham Advisors
The latest wealth management moves and appointments in North America.
Buckingham Advisors, an Ohio-based independent financial advisory firm that provides investment management, financial planning, tax, and business services, has promoted Nicole Strbich, Ryan Johnson, and Jessica Distel to managing director status.
As managing director of financial planning, Strbich, who has over 14 years of experience in the financial planning industry, will oversee all aspects of planning for the firm’s clients, such as estate and retirement planning, family/inherited wealth planning, and tax and philanthropic interests, the firm said in a statement. Strbich and her team work to help clients worry less about their finances and focus more on what matters most to them by seizing opportunities and reaching their goals.
Johnson, managing director of investments, who has nearly 20 years of experience in the financial services industry, will be solely focused on stock analysis and portfolio management. He will also be responsible for the firm’s in-house research, strategic investment direction, and its implementation into client portfolios, the firm added. Johnson will lead the weekly stock research efforts of the Buckingham team, manage customized portfolios for families, manage the foundation portfolio model, supervise the investment staff, write the weekly market recap, and appear in special edition videos, the firm said.
Distel, managing director of business services and development places, will be in charge of all facets of helping small business owners and entrepreneurs successfully navigate their challenges and opportunities, the firm stressed. She will develop tax strategies, implement tailored accounting processes and best practices, and coach clients to give them a better understanding of the ever-changing challenges and opportunities of their businesses.
Distel has over 21 years of experience in public accounting, private industry. Having owned her own business, she has a solid professional perspective and is dedicated to helping businesses succeed, the firm added.
“Part of Buckingham’s success in helping clients achieve their life goals has been driven by our new managing directors’ commitment to the families and investors we serve,” Jay Buckingham, founder and chief executive officer of Buckingham Advisors, said.
“They demonstrate their dedication daily to Buckingham and our valued clients. We look forward to incorporating their additional executive insights as managing directors with the firm,” she added.