Our Expert Team
Building Better Portfolios
Investment Policy Committee
The Investment Policy Committee (IPC) of Buckingham Wealth Partners was established as the primary authority charged with developing and setting investment policies for Buckingham. They determine, approve, review, and document all of Buckingham’s investment policy activities to meet the current and future needs of our clients. Their policy decisions are driven by the findings of Nobel Prize winning academic research, not by the personal opinions of committee members.
Kevin Grogan, CFA, CFP® Chief Investment Officer — Current Tenure: 16 years
Kevin analyzes the latest research in investment and finance to draw practical applications and apply findings to help clients improve the structure of their portfolios and achieve their goals. He has co authored three books about investing. He holds an MBA from Saint Louis University and a bachelor’s degree in finance from Missouri State University inSpringfield. Kevin also holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification.
Jared Kizer, CFA Head of Investment Research – Current Tenure: 18 years
Jared Kizer evaluates findings from academic research and applies that learning to develop investment strategy recommendations. Jared collaborates daily with advisors and clients, helping investors better understand the complicated concepts that can have a tangible effect on their financial lives. He has been published in multiple peer-reviewed finance journals and was a co-winner of the Bernstein Fabozzi/Jacobs Levy Award for a piece published in The Journal of Portfolio Management. Jared holds a master’s degree in finance from Washington University in St.Louis and the Chartered Financial
Analyst® designation.
Sheldon manages the portfolio strategy group, oversees the investment planning center, and develops tools to support advisors at Buckingham. He earned his MBA from Santa Clara University and a Bachelor of Science in Business Management from Brigham Young University.
Brian works closely with clients and advisors to help them understand and implement evidence-driven investment solutions. He holds a bachelor’s degree from Saint Louis University and is a CIMA® professional.
Jonathan Scheid, CFA, AIF® President, Buckingham Strategic Partners – Current Tenure: 5 years
As President of Buckingham Strategic Partners, Jonathan focuses on forward-looking strategies, vision and growth for our Turnkey Asset Management Platform (TAMP) business. He holds a bachelor’s degree in commerce, with an emphasis in finance, and a minor in computer engineering from Santa Clara University. Jonathan also holds the Chartered Financial Analyst® and Accredited Investment Fiduciary® designations.
Daniel Campbell, CFA Investment Strategy Advisor – Current Tenure: 10 years
Dan spends his days helping clients and advisors understand and implement an evidence-driven investment strategy. Although he spends a fair amount of time with numbers and spreadsheets, he gets the most energy from helping investors more clearly understand the complicated financial world. He holds a master’s degree in finance from Washington University in St. Louis and a bachelor’s degree in economics from Truman State University. Dan also holds the Chartered Financial Analyst® designation.
As Director of Fixed Income, Blerina works with Buckingham’s fixed income and advisory teams to help construct and maintain customized client bond portfolios, all with an eye toward finding the best way to implement the client’s comprehensive financial plan. Her duties include fixed income analysis, bond trading and building tailored, client-focused portfolio solutions. She also serves on the Wellness Committee and Community Action Committee and is part of the firm’s Women and Wealth team. Blerina holds a bachelor’s degree in finance from the University of Missouri-St. Louis.
Michael Clayman, CFP®, ChSNC® Wealth Advisor – Current Tenure: 10 years
Mike works with families to gain a crystal clear and very deep understanding of their unique goals, needs and concerns. He then collaborates with the family to create a comprehensive financial plan tailored to their individual circumstances. Mike holds a bachelor’s degree in business from Purdue University and CERTIFIED FINANCIAL PLANNER™ certification. Mike also serves clients who have a loved one with a disability or special need, and he is a Chartered Special Needs Consultant®.
Carl Nadwodny, CFA, CFP® Wealth Advisor – Current Tenure: 1 year
As a Wealth Advisor, Carl enjoys helping clients with objective decision-making and his experience includes implementing an investment discipline combining behavioral finance and asset liability management. Prior to joining Buckingham in 2023, Carl was the Chief Investment Officer for Convergent Financial Strategies, which merged with Buckingham the same year. He holds an MBA in finance from Drexel University and a bachelor’s in finance from Villanova University. Carl also holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification.
