Larry Swedroe

Area of Expertise: Wealth advisory, portfolio management, investment research, investment analysis, evidence-based investing

Website: http://thebamalliance.com

Twitter Feed: @larryswedroe

Books: “Your Essential Guide to Sustainable Investing,” with Samuel C. Adams, “Your Complete Guide to a Successful & Secure Retirement,” “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” with Andrew Berkin, “The Incredible Shrinking Alpha” with Andrew Berkin, “Reducing the Risk of Black Swans” with Kevin Grogan, “The Quest for Alpha,” “Think, Act, and Invest Like Warren Buffett,” “The Only Guide to Alternative Investments You'll Ever Need,” with Jared Kizer

Topics Presented in Speeches: The Incredible Shrinking Alpha; The Winning Investment Strategy (the “Warren Buffett talk”); How Markets Really Work; How Advisors Add Value; The Science of Investing 

Email: lswedroe@bamadvisor.com

Biography:

Since joining Buckingham Wealth Partners in 1996, chief research officer Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

Swedroe was among the first authors to publish a book that explained the science of investing in lay terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has authored or co-authored 17 books about investing. His latest work, “Your Essential Guide to Sustainable Investing,” was co-authored with Samuel C. Adams and published in April 2022. More of his books include “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011), “Think, Act, and Invest Like Warren Buffett” (McGraw-Hill, 2012), “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” with Andrew Berkin (Buckingham, 2016) and “Your Complete Guide to a Successful and Secure Retirement” with Kevin Grogan (2019, second edition 2021).

In his role as chief research officer and as a member of the investment policy committee at Buckingham Wealth Partners, Swedroe regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform formal investment strategy recommendations. Swedroe had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly and the Journal of Portfolio Management. He has also made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance.

Before joining Buckingham Wealth Partners, Swedroe was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Swedroe holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.