Jonathan Scheid, CFA, AIF®

Experience

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  Loring Ward

  Jul 1998 - May 2006

  • Vice President, Marketing & Research

    Jan 2006 - May 2006

  • Director, Marketing & Research

    Aug 2000 - Dec 2005

  • Marketing Research Analyst

    Jul 1998 - Jul 2000
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  Bellatore Financial, Inc.

  Jun 2006 - May 2018

  • President & CIO

    Mar 2010 - May 2018

  • Chief Investment Officer

    Sept 2008 - Feb 2010

  • Vice President, Investment & Marketing Group

    Jun 2006 - Aug 2008
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  Buckingham Strategic Partners

  Jun 2018 - Dec 2021

  Loring Ward, founded in 1990, became part of Buckingham Strategic Partners on November 30,2018. Buckingham Strategic Partners is committed to creating a better wealth experience forfinancial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwidecommunity of financial advisors with the resources they need to deliver holistic wealth managementsolutions and to become better connected, more successful organizations. What I post here is myopinion, not the opinion of my employer. Show less

  • Managing Director, Solutions

    Oct 2019 - Dec 2021

  • Vice President, Portfolio Strategy and Education

    Dec 2018 - Oct 2019

  • Vice President, Portfolio Services & Education (at Loring Ward)

    Jun 2018 - Nov 2018
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  Buckingham Wealth Partners

  Jan 2022 - Oct 2023

  Managing Director, Advisory Solutions

  BAM Advisor Services, founded in 1997, became part of Buckingham Wealth Partners on November 30,2018. Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and BuckinghamStrategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered InvestmentAdvisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive,values-based financial planning and an investment approach built on evidence and facts. For advisors,we offer Buckingham Strategic Partners, a comprehensive wealth management platform that deliverspractice support and management services engineered to free up an advisor’s workday so they canspend more time helping clients achieve their dreams of financial prosperity. What I post here is myopinion, not the opinion of my employer. Show less

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  Buckingham Strategic Partners

  Oct 2023 - now

  President

  Buckingham Strategic Partners is committed to creating a better wealth experience for financialadvisors and their clients. The firm’s comprehensive wealth platform supports a nationwidecommunity of financial advisors with the resources they need to deliver holistic wealth managementsolutions and to become better connected, more successful organizations. What I post here is myopinion, not the opinion of my employer.