David Kinnear Email & Phone Number
Managing Principal
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David Kinnear Location
- Indialantic, FL, US
David Kinnear Work
- 2025 -now Managing Principal @ Kinnear Wealth Management of BridgePoint Wealth Partners
- 2012 -2025 Private Wealth Financial Advisor, Managing Director - Investments @
- 2005 -2012 Senior Vice President, Private Wealth Advisor @
- 1997 -2005 Private Wealth Management, Vice President @ Morgan Stanley
- 1990 -1995 Sales and Operations - Ahold Team @
- 1988 -1990 Franchisee @
David Kinnear Education
- The University of Chicago Booth School of Business
MBA (Finance)
1995-1997 - Bucknell University
Bachelor of Science (Business Administration)
1986-1990
David Kinnear Skills
- Family Dynamics and Family Business
- Wealth-Preservation Planning
- Estate Investment Planning
- Investment Strategies
- Risk Management
- Strategic Planning
- Business-Owner Planning
- Concentrated Stock Management
- Multigenerational Wealth Planning
- Tax-Efficient Planning
- Brokerage
- Business Advisory Services
- Business Risk
- Investments
- Capital Markets
- Wealth Management
- Alternative Investments
- Writing
- Concentrated Stock Management
- Private Equity Investments
- 10b5 1 Plans
- M&a Advisory Services
- Financial Review and Investment Planning
- Middle Market Business Owners
- Risk Management Legacy
- Income Tax
- Wealth Preservation Planning
- Fiduciary Services
- Entrepreneurs
- Liability Management
- Illiquid Stock Management
- Business Lending
- Capital Markets Investments
- Financial Modeling
- Real Estate Investments
- Tax Efficient Planning
- Portfolio Management and Investing
- Ipo/Secondary Offering Investments
- Income Planning
- Finance
- Executive Stock Option Management
- Employee Stock Ownership Plans
- Real Estate Private Equity
- Concentrated Stock Hedging
- Goals Driven Investing
- Family Office
- Philanthropy and Legacy
- Risk Management Personal
- ESOP
- Estate Strategy Services
- Has Errors
- Financial Analysis
- New Wealth
- Education and Financial Planning Services
- Great
- Donor Advised Funds
- Private Equity
- Taxefficient Strategies
- Business Owner Planning
- Family Wealth Management
- Private Capital Investments
- Corporate Executives
- Income and Yield Investments
David Kinnear Summary
- David Kinnear, based in Indialantic, FL, US, is currently a Managing Principal at Kinnear Wealth Management of BridgePoint Wealth Partners. David Kinnear brings experience from previous roles at Wells Fargo Advisors, UBS, Morgan Stanley and Procter & Gamble. David Kinnear holds a 1995 - 1997 MBA in Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Family Dynamics and Family Business, Wealth-Preservation Planning, Estate Investment Planning, Investment Strategies, Risk Management and more. David Kinnear has 1 emails and 2 mobile phone numbers on RocketReach.
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