Sheldon Mcfarland Email & Phone Number
VP, Portfolio Strategy and Research @ Buckingham Wealth Partners
Sheldon Mcfarland's Location
San Jose, CA, US
Sheldon Mcfarland's Work
- VP, Portfolio Strategy and Research @ Buckingham Wealth Partners
- VP, Portfolio Strategy and Research @ Loring Ward
- PSG @ Loring Ward
Sheldon Mcfarland's Education
- Santa Clara University
Master of Business Administration (MBA) (Finance)
2010 - 2013 - Brigham Young University
Bachelor's degree (Accounting and Finance)
1998 - 2000 - Brigham Young University
Bachelor of Science - BS (Business Management/Finance)
Sheldon Mcfarland's Skills
- Asset Allocation
- Wealth Management
- Accounting
- Strategic Financial Planning
- Portfolio Management
- Investments
- Morningstar Direct
- Asset Management
- Investment Strategies
- Mutual Funds
Sheldon Mcfarland's Summary
Sheldon McFarland, based in San Jose, CA, US, is currently a VP, Portfolio Strategy and Research at Buckingham Wealth Partners, bringing experience from previous roles at Loring Ward. Sheldon McFarland holds a 2010 - 2013 Master of Business Administration (MBA) in Finance @ Santa Clara University. With a robust skill set that includes Asset Allocation, Wealth Management, Accounting, Strategic Financial Planning, Portfolio Management and more, Sheldon McFarland contributes valuable insights to the industry. Sheldon McFarland has 2 emails on RocketReach.
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