Sheldon McFarland
Portfolio Manager-Equities at Buckingham Strategic Partners LLC
Sheldon McFarland active positions
| Companies | Position | Start | End |
|---|---|---|---|
Buckingham Strategic Partners LLC
 Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Portfolio Manager-Equities | 2018-11-30 | - |
Career history of Sheldon McFarland
Former positions of Sheldon McFarland
| Companies | Position | Start | End |
|---|---|---|---|
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Analyst-Equity | 2006-05-31 | - |
| Investment Committee Member | 2006-05-31 | - | |
| Market Strategist | 2006-05-31 | - |
Training of Sheldon McFarland
| Brigham Young University | Undergraduate Degree |
| Santa Clara University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Undergraduate Degree | 1 |
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
Buckingham Strategic Partners LLC
Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Finance |
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