Profil
Mr. Bert Schweizer, III CPA, is Co-Founder & Chairman at Buckingham Asset Management LLC and Chairman at The Buckingham Family of Financial Services.
Prior to co-founding Buckingham Asset in 1994, Mr. Schweizer served as principal and shareholder with the CPA firm Pasternak, Schweizer & Co., P.C.
He also worked for KPMG Peat Marwick.
His experience includes numerous aspects of accounting, tax and consulting for individuals and closely held businesses including estate and retirement planning, business planning, mergers and acquisitions, business valuations, marital dissolutions, tax and financial planning, and expert witness testimony.
Mr. Schweizer has a bachelor's degree in business administration with an emphasis in accounting from the University of Missouri in Columbia.
Anciens postes connus de Bert Schweizer
| Sociétés | Poste | Fin |
|---|---|---|
KPMG Peat Marwick LLP
KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 02/01/2000 |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous Operates as a holding company | Fondateur | - |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Fondateur | - |
Formation de Bert Schweizer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
KPMG Peat Marwick LLP
KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Finance |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous Operates as a holding company | Miscellaneous |
















