He leads Ancora and its four Registered Investment Advisors along with its Broker Dealer. 13 on Barron’s 2021 list of the country’s Top 100 RIA Firms, the fifth year the firm has made the annual list.įred serves as Chairman & CEO of Ancora, assuming those positions in 20, respectively. Under Adam’s leadership, the firm has thrived, earning a variety of recognition, such as Buckingham Strategic Wealth placing No. Louis and a former member of Fidelity’s Advisor Council. As Chairman and CEO, Adam leads strategic planning and related initiatives across the entire organization, continuously evolving and improving Buckingham’s approach to attracting top talent, building robust infrastructure, and delivering an unrivaled client experience.Īs an active participant in a variety of professional and community organizations, Adam is a current board member/past chairman of the Young Presidents Organization (YPO) in St. He has also earned the Chartered Financial Analyst® designation.īuckingham Wealth Partners, Chairman & CEOĪdam serves as Chairman & CEO of Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. Rusty received his Juris Doctor from Yale Law School and his Bachelor of Arts in economics and world politics from the Catholic University of America. Rusty is an avid runner and triathlete himself, having completed a number of marathons and two Ironman triathlons. In his free time, Rusty enjoys a number of activities with his wife and three children, including their many sporting events. Rusty began his career as a corporate associate with White & Case, LLP and for three years was based in Eastern Europe. Prior to joining BlackRock, Rusty was counsel in the mergers and acquisitions and corporate departments of Skadden, Arps, Slate, Meagher & Flom LLP. Rusty has served as General Counsel since August 2015, overseeing legal matters for the company, including its acquisition activity and assisting partner firms with their legal issues.įrom 2006 to 2015, Rusty was a Managing Director, M&A Counsel and Corporate Secretary at BlackRock. Lenny received his MBA from Harvard Business School and his BS in Economics with dual concentration in Finance and Management from the Wharton School at the University of Pennsylvania. In his free time, Lenny enjoys many activities with his wife and three young sons, including golf, basketball and skiing. Lenny has also worked at American Express in the Strategy and Business Development Group, and at private equity firm Frontline Capital. Prior to Focus, Lenny was with the Boston Consulting Group, where he worked on a range of assignments for institutional asset management and financial brokerage firms. In addition, Lenny advises and works closely with several Focus partner firms to strategically advance and grow their businesses. He is responsible for acquisition and relationship management activities across the firm, with an emphasis on North American initiatives. Lenny is a co-founder of Focus and is based in San Francisco. from the University of Innsbruck, Austria.Ĭo-Founder, Senior Managing Director and Head of M&A When not working, Rudy is an avid world traveler and enjoys skiing – including heli-skiing – with his wife, two sons and daughter. Before joining American Express, Rudy was a partner at McKinsey & Company. Prior to this role, Rudy was the Senior Vice President of Strategy and Business Development. He has been a member of the Focus board of directors since its formation in 2015.įrom 1998 to 2003, Rudy served as Senior Vice President and General Manager of the American Express Global Brokerage and Banking division. A recognized industry expert, Rudy frequently speaks at industry events and helps partner firms strategically grow their practices. Rudy founded Focus in 2004 to advance the vision of leading independent, entrepreneurial wealth management firms and support them in what they do best – provide high quality advice to their clients – with additional support for growth all without the limitations of traditional wirehouses.
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