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Dan Finnerty
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Work Experience
Jan 2015 - Present · 10 years
Financial Advisor
May 2013 - Present · 11 years and 8 months
Chief Operating Officer
Jan 2015 - Present · 10 years
Kingsbury Capital Investment Advisors, LLC
Operational Specialist
Jan 2012 - Dec 2014 · 2 years and 11 months
Company Details
Kingsbury Capital Investment Advisors is a privately owned investment management firm providing retirement and wealth planning solutions to private and institutional clients. Kingsbury Capital was founded in 2007 with the principal of putting the client first. Our goal is and always will be to make sure your money is in good hands.
Year Founded
2007
Social Media
Linkedin
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1555 Sherman Avenue Suite 346 Evanston, IL 60201, US
Keywords
insurance strategiescash flow analysisplanning integrating insurance
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