David Kinnear, founder and leader of the Kinnear Private Wealth Management Group, has been helping a select group of high-net-worth clients navigate multiple market cycles for nearly 25 years. He takes a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy needs are addressed, planned for, and adjusted as needed.

As a Private Wealth Financial Advisor and Managing Director - Investments, David draws on extensive personal knowledge gained working with wealth creators and is committed to continually evolving his skills to keep pace with the ever-expanding and increasingly complex needs of high-net-worth investors. He coordinates with his clients’ other professional advisors — such as attorneys, accountants, and trust administrators — to help ensure that their investment plan and overall wealth management strategy are cohesive and address the many facets of their financial life.

David earned a Bachelor of Science degree from Bucknell University and an MBA (Finance and Organizational Behavior) from the University of Chicago Booth School of Business. While at Booth, he studied with Merton Miller¹ and Richard Thaler², who significantly influenced his approach to investment strategy, behavioral finance, asset allocation, and portfolio management. In the past, David has been recognized by various industry publications, including being named as one of Barron's Top 1,000 Financial Advisors in 2014³ , 2012, 2011, 2009.

David serves on the Board of Trustees for The Cancer Research Foundation, which is one of the world’s leading Cancer Research Venture Philanthropists, making early investments in bold ideas in the fight against cancer. He’s also a member of the Parent Annual Giving Committee at the Hotchkiss School in Lakeville, CT.

David and his wife, Andrea, have been married since 1994 and have raised two sons and their Wired Haired Pointing Griffons. As stewards of a property formerly owned by the Boy Scouts of America, David and Andrea are dedicated to the conservation of Michigan’s Western Upper Peninsula and enjoy spending time there when not in Chicago or Indialantic, FL.

_{¹Nobel Memorial Prize in Economic Sciences (1990), along with Harry Markowitz and William F. Sharpe
²Nobel Memorial Prize in Economic Sciences (2017)
³2014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013 (Source: Barrons.com).
 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011 
 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010 
 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008 
The Barron’s Top 1,000 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}