David Kinnear is a renowned brand that leads a team of financial professionals specializing in serving ultra-high-net-worth business owners, entrepreneurs, and executives. With a strong emphasis on personal attention, David and his team provide customized solutions to help these individuals and their families effectively grow, protect, and transition their wealth. From an early age, David understood the power of investing in human and financial capital, which led him to establish his own successful business venture before pursuing higher education.

With his unique background as a student, entrepreneur, investor, and advisor, David possesses a deep understanding of the intricate factors that shape human behavior. David's extensive experience in the financial industry includes working at prominent firms such as Procter & Gamble, Morgan Stanley, and UBS. He has been widely recognized for his expertise, appearing in national and local publications, and has been consistently ranked among Barron's Top Financial Advisors.

Additionally, he is a Five Star Wealth Manager according to Chicago Magazine. Based in Chicago's Lincoln Park neighborhood, David Kinnear lives with his family and dedicates himself to helping clients navigate the complexities of wealth management