Tim Jost

Analyst-Equity at

Buckingham Strategic Wealth LLC

Finance

Consumer Services

Producer Manufacturing

Profile

Mr. Timothy M.
Jost, CFA, is an Institutional Advisor at Buckingham Strategic Wealth LLC.
He is responsible for the day-to-day management of institutional portfolios and provides customized analysis and support for all of Buckingham’s institutional clients.
Prior to joining Buckingham, and while earning his graduate degree in business, Mr. Jost worked in a risk management role on the trading floor at Energy Future Holdings Corp.
and in the business development group at Trinity Industries Inc. Prior to attending graduate school, he was an Equities and Options Trader at Stifel, Nicolaus & Co. Inc. Mr. Jost holds a Master’s degree in Business Administration from Southern Methodist University and a Bachelor’s degree in Business Administration from Saint Louis University.
He also holds the Series 65 financial license and has previously held the Series 7, 55 and 66 licenses.

Tim Jost active positions

Companies	Position	Start
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.	Analyst-Equity	2014-04-30

All active positions of Tim Jost

Former positions of Tim Jost

Companies	Position	End
TRINITY INDUSTRIES, INC.	Corporate Officer/Principal	-
Stifel, Nicolaus & Co., Inc. Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Energy Future Holdings Corp. Energy Future Holdings Corp. MiscellaneousMiscellaneous Operates as a holding company with interest in electric services	Corporate Officer/Principal	-

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Training of Tim Jost

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	6
Trinity Industries, Inc. Trinity Industries, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Manufactures and sells railcars, barges, wind towers, highway products, containers and steel components	Producer Manufacturing
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stifel, Nicolaus & Co., Inc. Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
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
St. Louis University St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Energy Future Holdings Corp. Energy Future Holdings Corp. MiscellaneousMiscellaneous Operates as a holding company with interest in electric services	Miscellaneous

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