Larry Edward Swedroe
Director of Research - Equity at Buckingham Strategic Wealth LLC
Profile
Mr. Larry E.
Swedroe is a Head of Financial & Economic Research at Buckingham Strategic Wealth LLC.
He is also a member of the firm’s Investment Policy Committee, and regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations.
Before joining Buckingham, Mr. Swedroe was Vice Chairman of Prudential Home Mortgage.
He has held positions at Citicorp as Senior Vice President and Regional Treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.
He holds an MBA in Finance and Investment from New York University, and a Bachelor’s degree in Finance from Baruch College in New York.
Larry Edward Swedroe active positions
| Companies | Position | Start |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Director of Research - Equity | 1995-12-31 |
Former positions of Larry Edward Swedroe
| Companies | Position | End |
|---|---|---|
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Citicorp, Inc. operates as a bank holding company. The firm through its subsidiaries provides banking, lending, insurance, investment, and commercial banking services. The company was founded in 1967 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Prudential Home Mortgage, Inc. | Corporate Officer/Principal | - |
Training of Larry Edward Swedroe
| New York University | Masters Business Admin |
| Baruch College | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
| Private companies | 3 |
|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |
| Prudential Home Mortgage, Inc. | Finance |
Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Citicorp, Inc. operates as a bank holding company. The firm through its subsidiaries provides banking, lending, insurance, investment, and commercial banking services. The company was founded in 1967 and is headquartered in New York, NY. | Finance |
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