• Managing Director - Investment Officer
    • Private Wealth Financial Advisor
    David is the founder and leader of the Kinnear Family Wealth Management Group.

    For more than twenty years, David has helped a select group of ultra high net worth families, foundations, and institutions navigate multiple market cycles. He has earned the trust of civic and business leaders and significant not-for-profit institutions throughout the Midwest.

    David has particular depth of experience in investment strategy, asset allocation and portfolio management. Barron’s has recognized him in its ranking of Top Financial Advisors in 2009, 2011, 2012, and 2014*.

    David earned a Bachelor of Science degree from Bucknell University and an M.B.A. from the University of Chicago Booth School of Business. He supports young cancer investigators as a member of the Board of Directors at the Cancer Research Foundation. He and his wife, Andrea, serve on the Board of Directors at Erie Elementary Charter School, where they work to improve childhood educational outcomes in the Humboldt Park neighborhood.

    David and Andrea live in the Lincoln Park neighborhood of Chicago. They have two sons and two wirehaired pointing griffons.


    • Bucknell University
    • The University of Chicago Booth School of Business


      • Financial Advisor
      Working alongside David Kinnear, Stephen and David form a multigenerational team that provides cross-generational solutions to each individual, family, and institution they serve.

      As a member of Kinnear Family Wealth Management, his responsibilities include helping clients clarify their financial goals, conducting investment manager due diligence and alternative investment implementation. In addition, he works closely with clients attorneys and tax advisors to establish wealth transfer and family governance strategies.

      Stephen began his career at William Blair & Company where he managed assets and client relationships for high net worth individuals, families, and foundations.

      Stephen is a proud graduate of Florida State University where he earned a B.S. in Political Science. He had the honor and privilege to serve as elected team captain for the nationally ranked swimming team.

      He has been recognized for his dedication to mentoring high school student-athletes, helping them understand the responsibilities of being a Division I collegiate-athlete, and how to incorporate their inherent leadership skills into a professional career upon graduation.

      Originally from Winnetka, Illinois – Stephen currently resides in the West Loop of Chicago.


      • Florida State University


        • Senior Registered Client Associate
        Robert is a Senior Registered Client Associate with The Kinnear Family Wealth Management Group.

        Often the first point of contact, Robert takes the time to understand the needs of our clients in order to drive operational excellence to each individual and family he serves.

        With over twenty years of industry experience, he honed his solutions-based skillset at PaineWebber, UBS Financial Services and Fifth Third Securities. 

        Robert resides on the North side of Chicago with his fiancée Lisa. They enjoy traveling, discovering restaurants, attending live music events, hiking throughout the Midwest, and exploring the Chicago lakefront.

        Robert graduated from Illinois State University with a Bachelor of Science in Marketing.


        • Illinois State University