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Dan Finnerty

Director of Operations, Investment Advisor, Chief Financial Officer, Chief Operating Officer and Financial Advisor

Kingsbury Capital Investment Advisors LLC

United States, North Carolina, Charlotte

About Me

Dan Finnerty serves as Director of Operations for Kingsbury Capital Investment Advisors. Dan is responsible for the day to day operations of the firm and developing business strategies to help the firm grow. Dan began his career working in the back office of a financial services firm in Chicago. He joined Kingsbury Capital in 2012 as an operational specialist before working his way into a leadership role. He holds Series 7, 24, 28, 63 and 65 licenses. Dan attended The University of Tulsa where he earned his degree in Finance. Dan currently lives in the Charlotte Metropolitan Area with his wife and two daughters.

Profile Information

Director of Operations, Investment Advisor, Chief Financial Officer, Chief Operating Officer and Financial Advisor

Kingsbury Capital Investment Advisors LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Jul 28, 2024

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