Title: Director of Research, Board of Managers and Lead Director, Buckingham Strategic Wealth/The Buckingham Family of Financial Services of St. Louis; he joined the firm in 1996. Earlier jobs: Vice chairman of Prudential Home Mortgage (1987–1996); before this, he served as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies, at Citicorp, along with other positions.
(Related: Larry Swedroe: Risk Warrior in Action)
Education: MBA in finance and investment, New York University Stern School of Business; bachelor’s degree in finance, City University of New York-Baruch College.
Books he’s written: • “The Only Guide to a Winning Investment Strategy You’ll Ever Need” (1998, 2005) • “What Wall Street Doesn’t Want You to Know” (2001) • “Rational Investing in Irrational Times” (2002) • “The Successful Investor Today” (2003) • “Wise Investing Made Simple” (2007) • “Wise Investing Made Simpler” (2010) • “The Quest for Alpha” (2011) • “Think, Act and Invest Like Warren Buffett” (2012) • “The Incredible Shrinking Alpha” (2015) • “Your Complete Guide to Factor-Based Investing” (2016) • “Reducing the Risk of Black Swans” (2018) • “Your Complete Guide to a Successful & Secure Retirement” (2019)
Books he’s co-authored: • “The Only Guide to a Winning Bond Strategy You’ll Ever Need” (2006) • “The Only Guide to Alternative Investments You’ll Ever Need” (2008) • “The Only Guide You’ll Ever Need for the Right Financial Plan” (2010) • “Investment Mistakes Even Smart Investors Make and How to Avoid Them” (2012)
Other media: Articles in the Journal of Accountancy, Journal of Investing, Journal of Indexing, American Association of Individual Investors Journal and Personal Financial Planning Monthly. He’s appeared on NBC, CNBC, CNN and Bloomberg Personal Finance, and he writes regularly for ETF.com.
Personal life: Married to his high school sweetheart, just had their 45th anniversary (they dated four years before getting married); three daughters and six grandchildren. Hobbies: Reads all types of books, typically 60-70 a year; history, historical fiction, detective stories and spy novels are his favorites. He also plays tennis a few times a week and loves to play card and board games with his kids and grandkids.
Life plans: Semi-retirement planned at age 72 (in 2024) and will continue to be a mentor and writer.
Favorite investing book he read recently: Andrew Lo’s “Adaptive Markets: Financial Evolution at the Speed of Thought”
Favorite non-finance authors: Michael Connelly, Robert Crais, John Sandford, and Bernard Cornwell
Favorite non-finance books of late: “The Nightingale” and “Beneath a Scarlett Sky”
Related on ThinkAdvisor: Larry Swedroe: Risk Warrior in Action