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.