(Diamond Consultants) A conversation with Adam Birenbaum, CEO of Buckingham Wealth Partners, and Louis Diamond.
It may come as a surprise that not every leader in the wealth management industry starts off with a background in the financial space. That said, the role does require a level of innate creativity, along with strategic and critical thinking skills—and it certainly doesn’t hurt to be mentored and nurtured by those who paved a “multi-billion dollar pathway” towards success.
For example, Adam Birenbaum, CEO of Buckingham Wealth Partners, graduated college and jumped into the energy industry. Yet he felt it wasn’t the right path: What he really wanted to be was the next “Jerry Maguire”—a master dealmaker for sports icons.
So he went to law school and worked at Buckingham as an unpaid summer intern. It was a role Adam returned to each year until becoming a full-time employee upon graduation in 2005. Rising through the ranks at the RIA firm – from compliance manager to chief compliance officer and then on to general counsel – enabled him to witness the planning and decision-making processes that propelled the firm’s initial growth.
Just pushing past the height of the financial crisis in 2010, Buckingham announced the succession plans for the $12B firm—and Adam was designated to lead them into their next chapter. The full conversation is on the Diamond site. You can listen to it HERE.
