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.