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 Thaler,2 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 the Barron's Top 1,000 Financial Advisors in 2009, 2011, 2012, and 2014. The Barron's Top 1,000 Advisors rating 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 becasue clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the qaulity of the investment advice and based solely on the disclosed criteria.
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. He formally served on the board of Erie Elementary Charter School in Chicago.
David and his wife, Andrea, have been married since 1994 and have raised two sons and their respective Wirehaired 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.
1 Nobel Memorial Prize in Economic Sciences (1990), along with Harry Markowitz and William F. Sharpe
2 Nobel Memorial Prize in Economic Sciences (2017)
Robert has been an integral part of the Kinnear Private Wealth Management Group of Wells Fargo Advisors for nearly fifteen years. Often the first point of contact, Robert uses his deep industry knowledge and relationships to coordinate resources and deliver a seamless operational experience for clients.
Robert resides on the North side of Chicago. He enjoys 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.