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Linda S. Berning is President and Chief Investment Strategist for Buckingham Capital Management, Inc. Linda earned a B.S. in Finance in 1982 and an M.B.A. in 1987 from the University of Dayton. Since 1994, she has held the Chartered Financial Analyst (CFA) designation. Linda has spent the past 29 years focusing on securities research and managing portfolios for personal clients.
Linda’s community involvement includes Board of Trustees, University of Dayton; President, University of Dayton National Alumni Association; Flyer Investments Advisory Board, University of Dayton; and Board of Director, The Citizens National Bank of Southwestern Ohio. Linda’s experience also includes teaching finance at the University of Dayton.
As Chief Investment Strategist, she leads the Research Team in the securities analysis process and sets the investment direction for overall asset and sector allocations.
Research Team
Buckingham Capital Management’s Research Team pulls together the talents of 11 investment professionals, including:
- 2 Chartered Financial Analysts (CFA) and 2 CFA candidates
- 6 Certified Financial Planners (CFP)
- 5 Certified Public Accountants (CPA)
Combined the Team has a total of 140 years of investment experience.
Each Team member’s responsibilities include monitoring and updating the rest of the Team on the news and price activity of over 400 client security holdings daily. Weekly Investment Meetings provide the opportunity to set strategy, review selected industries, identify buys and sells, and discuss the latest economic and political changes impacting client portfolios.