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.

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
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
Keylinks
More profiles to browse
DB
David Blitz
Investment Advisor
David Cunningham
Investment Advisor
MC
Michael Collins
Investment Advisor
Asher D. Wolmark
Managing Director
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University