Kingsbury Capital Investment Advisors LLC

Daniel Finnerty is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SW Financial and Kingsbury Capital, Inc. prior to his current role. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans with portfolio management, financial planning, and institutional retirement advisory services. The firm typically manages accounts on a discretionary basis and offers ERISA-focused services for retirement-plan clients.

William Vellon is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kingsbury Capital Investment Advisors since 2008 and previously worked at Kingsbury Capital, Inc. and Cabot Lodge Securities LLC. Outside of his advisory role, he is involved with Ten31 Farms, where he acts as President and Financial Advisor to generate leads for potential 1031/DST real estate transactions, and he also works as a Medicare Advantage insurance sales representative through Insurance by the Sea–Tangram LLC. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans with portfolio management, financial planning, and institutional retirement advisory services. The firm manages accounts primarily on a discretionary basis and offers ERISA-focused services for retirement-plan clients, utilizing client questionnaires and investment policy statements to guide investment decisions.

David Blitz is a financial advisor with Kingsbury Capital Investment Advisors LLC in Evanston, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at Cabot Lodge Securities LLC and Kingsbury Capital, Inc. Blitz serves as a board member of the Cornerstone Condominium Association, managing homeowner affairs for a 15-unit community. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans with portfolio management, financial planning, and institutional retirement advisory services. The firm uses client questionnaires and investment policy statements to establish objectives and risk tolerances and conducts periodic reviews and performance reporting.

Richard Mcadams is a financial advisor at Kingsbury Capital Investment Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Cabot Lodge Securities LLC and Cambridge Investment Research Advisors Inc. He is also a partner and Chief Investment Officer at Legacy Capital Wealth Advisors, LLC. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis with a focus on client objectives and risk tolerances.

Elisabeth Davis is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at firms including Cabot Lodge Securities LLC and Cambridge Investment Research Advisors Inc. Davis serves as a board member of W Insurance Group, an advisory role outside her investment activities. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.

Michael Collins is a financial advisor at Kingsbury Capital Investment Advisors LLC in Chicago, holding Series 63 and Series 65 designations with 26 years of industry experience. He previously worked at Robert W. Baird from 2010 to 2017 and was associated with Kingsbury Capital, Inc. from 2017 to 2019. Outside of his advisory work, he is a member of Valence Partners LLC, a member-managed LLC based in Chicago. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.