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Our Team

Executive Leadership
Investment Committee

We are the sum of our people. That’s why we focus on hiring smart, service-oriented employees who are passionate about what they do, dedicated to constantly enhancing their knowledge and skills and committed to building long-term relationships with our clients.

Alex Potts
President, Buckingham Strategic Partners

What’s the best advice you’ve ever received? “When passion is found, help it grow however you can, regardless of the task at hand.” I love helping people, so this is an easy one for me to follow! However, it took me until I was in my late 20s to figure it out!

Why do you do what you do? As a young teen, I remember my mom asking me to balance her checkbook. She was raising two boys on a teacher’s salary; every cent mattered and she wanted me to understand this. At sixteen, I watched as an unscrupulous broker locked in his commission by selling my mom a financial product she really didn’t need. This was a transformational moment for me. When I joined Loring Ward in 1990, I wanted to help build a firm with strong values and simply do “what’s right” for investors. I am so happy to be part of a culture that helps change the world by empowering Financial Advisors to provide authentic and personal financial advice — not product sales — that so many investors need.

What do you feel most grateful for in life? Outside of work I enjoy spending time with my better half, Karen, and seeing our grown-up kids. They continually help me navigate what’s really important and instill a great sense of purpose in my life.

Howard Lee
Managing Director, Advisor Services

What do you love most about being part of Loring Ward? There are many reasons I love it here. My job is to consistently understand what clients need and empower my team to deliver 100% of the time, ensuring that the “engine” of Loring Ward runs efficiently and smoothly. Everyone here genuinely wants to see one another succeed. We are all rewarded by our shared success, which in turn creates a wonderful sense of community and purpose.

What would you be doing if you weren’t working for Loring Ward? Community and family are very important to me. I come from a very large family (who all get along!) and am blessed to have an awesome wife and two lovely kids. If I wasn’t part of Loring Ward, I would want to mentor inner-city kids, helping them realize their true potential while providing a clear sense of direction and purpose to their lives.

Why do you do what you do? The most gratifying part of my job now is watching newer folks on my team develop, grow and find satisfaction and enjoyment in their roles.

Jennifer Yee
VP, Administration

What do you love most about being part of Loring Ward? I find the culture and people at Loring Ward are what motivate and inspire me the most. Our team is full of folks who are wired to put others first and are passionate about adding value to the relationships we have with our advisors, their clients, and our outside partners. We always maintain our professionalism but also find time to enjoy our time together and have some fun while working hard to create a great experience for everyone.

What do you feel most grateful for in life? I am truly grateful for my son and our extended circle of family and friends. I am surrounded by compassionate people who are always ready to share a laugh and wonderful memories. I am frequently reminded of how precious life is and I do my best to not take for granted the people in my life.

What would you be doing if you weren’t working for Loring Ward? I would be working in a similar capacity with organizations designed to support those who are often underserved or who don’t have a voice loud enough to speak for themselves. Ideally, it would involve working with children or senior citizens. Maybe both!

Michael Clinton
Chief Business Officer, Buckingham Strategic Partners

What do you love most about being part of Loring Ward? What I love most is the passion the employees have for helping Advisors and investors and coworkers alike. I genuinely like the people we work with, and we have fun in delivering what I feel is a great service to our partners. If you don’t believe in what you do and aren’t passionate about what you deliver, then it’s just a job.

What’s the best advice you’ve ever received? Be very clear on your goals and objectives and stay focused on the long term. Don’t let short term noise and distractions keep you from focusing on what really matters. It’s a marathon, not a sprint.

What would you be doing if you weren’t working for Loring Ward? I would likely be helping people solve financial problems since I love making a difference for people who need financial advice and guidance. I would also try to incorporate two of my favorite passions: travel and photography. I love traveling to new destinations and meeting new people and new cultures. To be able to capture people in their environments and day-to-day activities through photography would be incredibly rewarding.

Steve Atkinson
Managing Director, Advisor Relations

Why do you do what you do? I think everyone deserves comprehensive advice, not just the affluent. When I was growing up I saw my single, blue-collar mother consistently get sold product rather than receive comprehensive planning which she needed for our future.

What are you passionate about? I am passionate about teaching our common sense, yet scientific investment philosophy to advisors so they are freed up to deliver comprehensive planning to their clients. This is what drives me and my team to get up every day to make a difference.

What would you be doing if you weren’t working for Loring Ward? If my life had taken a different path, I would have liked to be a hobbyist farmer, deriving satisfaction from growing something out of truly nothing but dirt. I’m also a big animal advocate, so I’d have an animal rescue facility where my kids and I could help raise animals for adoption.


Our People Make the Difference

Supporting and guiding Advisors is what we love to do. It’s in our DNA.

Check out the list of our services. Or if you’d like a guided tour, talk with one of our Regional Directors and experience the Loring Ward difference today.