Wendy Hartman, President, Buckingham Strategic Wealth Episode 20
In this episode, Christine Shaw speaks with Wendy Hartman, president of Buckingham Strategic Wealth, one of the largest RIAs in financial services. Wendy shares her path to holding a role in the company that is most typically held by a man and explains the importance of work/life balance as a leader in business, but also as a wife and mother of two boys.
It’s important to remember that there is no perfect playbook for female leadership. Instead, drive yourself and your career forward with grit and perseverance, and the mindset of intentionality and empowerment.
In this episode, you will learn:
- Why Wendy had a male mentor who helped her to grow into her leadership position
- The importance of grit and perseverance as a leader to invest in yourself and your career
- The steps that Buckingham Strategic Wealth has taken to empower female employees at all levels
- Why it’s important to be intentional with your time
- And more!
Tune in to hear from Wendy Hartman, President of Buckingham Strategic Wealth!
Guest bio: As president of Buckingham Strategic Wealth, Wendy Hartman is responsible for providing strategic leadership to the firm by working with the board of directors and our advisory department leaders to oversee and implement goals and team plans to achieve our firm’s strategic priorities. She is charged to ensure the effective delivery of our overall client experience in conjunction with our advisor experience. Her leadership of the firm is not a responsibility she takes lightly. After decades of serving as a wealth advisor, she understands firsthand the power and reward of watching clients, their children and sometimes grandchildren meet their financial goals. She is proud to lead a firm that safeguards so many financial futures and allows clients to spend their time enjoying life and fulfilling their dreams that matter most.
Wendy began her career here as a wealth advisor, specializing in collaborating with families across multiple generations to preserve their legacy and pass on the values that made them successful to their future generations. Before taking the reins of the entire Buckingham experience, she most recently served as a managing director for Buckingham, with oversight of our client service and client development departments. Her time as both an advisor and director helped afford her unparalleled experience and insight for her current role as the firm’s leader.
Before joining Buckingham in 2010, Wendy was a strategic advisor with Enterprise Trust Company. She served as a portfolio analyst with First Banks, Inc. and an equity analyst with Bank of America Capital Management.
She holds an MBA from Saint Louis University and a bachelor’s degree from Truman State University in Kirksville, Mo. Wendy also holds the CERTIFIED FINANCIAL PLANNER™ professional designation. She recently accepted a three year-term as a member of the Midwest NAPFA Board. She is a lifelong resident of St. Louis, where she lives with her husband and two sons.