Buckingham’s respective investment strategies are managed by seasoned investment teams utilizing a cohesive and collaborative approach.
Diversified Investment Team
David B. KeidanPresident, Chief Executive Officer, Chief Investment Officer
Harvard College, BA, Magna Cum Laude, 1966; Harvard Business School, MBA, 1968
David has been in the investment business since 1968, with extensive experience across the full range of investment disciplines: research, trading and asset management. He founded The Buckingham Research Group, Incorporated (“BRG”) in 1982 and is the Chief Investment Officer and the architect of BCM’s investment process.
Brian Clifford, CFASenior Vice President
University of Richmond, BS, 1994
Brian started his career in 1994 at Morgan Stanley Dean Witter where he was an Investment Management Associate and then a Junior Portfolio Manager. He was a mutual fund manager for AIG/SunAmerica from 1998 to 2005 where he ran some of their top ranked equity funds. Brian joined Lehman Brothers in 2005 where he ran a diversified long/short equity fund. He also ran a long/short equity fund at Macquarie before joining BCM in 2012.
Jason Cohen, CFASenior Vice President
The Macaulay Honors College (CUNY), BA, 2007
Jason joined BCM in June 2007. He began his career in operations where he worked for four years before becoming an analyst in 2011. Prior to BCM, he worked as an intern for the National Republican Congressional Committee.
Yanai FrankSenior Vice President
Cornell University, BS, 1993; (M. Eng.), 1994; Columbia Business School, MBA, 2000
Yanai joined BCM in 2012 and is responsible for covering industrials in the diversified strategy. He started his investment career at Zweig-Di Menna in 2000 and moved to Kingdon Capital to cover industrials in 2002 before joining BCM. He has extensive investment experience in the basics, industrials, metals, and energy sectors.
RAF Investment Team
Laurence C. Leeds, Jr.Chairman
Yale College, BA, 1950; Wharton School, MBA, 1952
Larry joined BCM in April 1988. Since joining BCM, he has played an active role in the day to day management of the RAF strategy. Larry was the Chairman and Chief Executive Officer of Manhattan Industries, an apparel manufacturer and retailer, from 1974 to 1988. He brings to BCM over 30 years of broad experience in all aspects of U.S. retailing and apparel manufacturing. Since arriving at BCM, he has made invaluable contributions to the firm’s success investing in his fields of expertise. He currently serves as a Trustee on the Boards of FIT Foundation, NYU Langone Medical Center, Prep for Prep, Phoenix House, New York Junior Tennis League, and the Board of Governors for the Alzheimer’s Drug Discovery Foundation.
Daniel R. SchwarzwalderSenior Managing Director
Queens College of the City University of New York,BA, 1970; Wharton School, MBA,, 1972
Danny joined BCM in 1999. He brings more than 25 years of retail experience as a senior member of management for Federated Department Stores as well as other specialty retail stores. Prior to joining BCM, Danny was President and CEO of several corporations, including Mothercare Stores and Chernin’s Shoes. Danny serves as a member of the Board of Directors of the Retail Marketing Society. He is also on the Executive Board of the Jay H. Baker Retailing Center Advisory Board at the Wharton School of the University of Pennsylvania. In addition, he is on the National Board of Directors of Magen David Adom, and serves as a member of the New York Weill Cornell Council at New York Presbyterian Hospital.
Jason A. Smith, CFA, Vice PresidentVice President
Jason A. Smith, CFA, Vice President | Hofstra University, BA, 1999
Jason joined BCM in June 2016 as a research analyst. Prior to joining BCM, Jason served as a sell-side consumer research analyst at Cantor Fitzgerald for one year, and previously as an associate for four years at Canaccord Genuity and Cowen & Company with a focus on specialty retail and home-related product companies. Earlier in his career, Jason spent 10 years as an analyst for financial publisher Value Line, Inc.
Key Business Professionals
Peter D. GoldsteinChief Compliance Officer and General Counsel
Brandeis University, BA, 1974; Harvard University, MS, 1977; Boston College Law School, JD, 1980
Peter joined BCM in December 2011 after spending seven years as the Chief Compliance Officer and Director of Regulatory Affairs for GAMCO Investors, Inc. Peter also was a Vice President in the Compliance Department at Goldman Sachs Asset Management, and was a Branch Chief in the Enforcement Division of the SEC for five years. Earlier in his career, Peter was a Litigation Partner at Dorsey & Whitney in New York.
William J. GraceChief Operating Officer
Georgetown University, BS, 1986
William joined BCM in September 2011. Prior to joining BCM, William was the Director of Investor Relations at Level Global Investors, a $4 billion long/short equity manager. Before joining Level Global, William was a Managing Director at Banc of America Securities in Institutional Equity Trading. He previously held senior roles in the equity divisions of Deutsche Bank and Lazard Frères. Prior to that, he brokered U.S. Government Securities in NY, London, and Tokyo.
William currently serves as a member on the Board of Directors for The GO Project for NYC’s low-income public schools. He is also on the Advisory Board at The Berkshire School.