Dustin Ryan Meyer
Gestor de Cartera-Acciones en Buckingham Strategic Wealth LLC .
Perfil
Mr. Dustin R.
Meyer is a Portfolio Manager at Buckingham Strategic Wealth LLC.
He works with a wealth advisory team to manage client portfolios and participate in the advanced planning process to address retirement, estate and tax considerations.
Mr. Meyer joined Buckingham Strategic Wealth in 2015 after serving as a Portfolio Analyst at Summit Strategies Group.
He earned a Bachelor’s degree from Illinois College and an MBA from Webster University.
Cargos activos de Dustin Ryan Meyer
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/01/2015 |
Antiguos cargos conocidos de Dustin Ryan Meyer.
| Empresas | Cargo | Fin |
|---|---|---|
Summit Strategies, Inc. (MO)
 Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Corporate Officer/Principal | - |
Formación de Dustin Ryan Meyer.
| Illinois College | Undergraduate Degree |
| Webster University | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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 |
Summit Strategies, Inc. (MO)
Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Finance |
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