KinneyMunro Wealth Advisors Launched to Provide
Personalized Investment Management and financial Services
March 22, 2024 — Two financial services veterans announced they are bringing together over six decades of investment management experience to launch KinneyMunro Wealth Advisors. KinneyMunro Wealth Advisors delivers an investment experience powered by personalized portfolio development and further customization through advanced wealth planning strategies, such as estate and tax planning, insurance solutions and trust services.
The firm’s co-founders are Brian A. Kinney and William C. Munro. Kinney spent 30 years at Fidelity and State Street Bank, Boston, where he most recently served as chief investment officer overseeing a portfolio of more than $100 billion and the bank’s funding operations. Munro’s 30 years in the investment business were at JPMorgan, where he advised institutional clients on investment strategies and exposures. Together, Kinney and Munro offer clients a powerful approach to meet needs across the personal finance spectrum from financial planning and investment management to trusts and estates.
“Our firm will deliver personalized planning and financial strategies to fit the specific needs of clients,” said Brian Kinney, co-founder. “Our key differentiator is how we serve the needs of clients, take the time with each to personalize the experience and stay close to them to evolve strategies as their goals change over time.”
Munro, co-founder, said, “We will use the breath of our combined investment experience and insights to create long-term, tailored investment plans with a focus on cost and liquidity aligned with clients’ wealth goals, personal circumstances, and how they consider risk. We are passionate about sharing our knowledge of financial markets, planning strategies, and investment options with the goal of preserving and growing wealth.”
“The KinneyMunro difference is driven by how we want to set the bar at its highest level around our client service strategy and put the client at the center of everything we do. That’s how clients should be served to pursue maximum results for all their personal financial goals,” Kinney concluded.
KinneyMunro’s office is currently located in Newton, Mass. The firm’s suite of investment advisory services is delivered through a strategic alliance with Mariner Platform Solutions, LLC, a SEC registered investment advisor.
Brian Kinney
Kinney spent nearly 30 years in the financial services and banking industry, most recently as chief investment officer at State Street, one of the world’s largest banks, where he oversaw a global portfolio of more than $100 billion. Prior to that, he led an international investment team overseeing over $400 billion of institutional assets for pensions, endowments, foundations, corporations and sovereign entities. He also worked closely with U.S. and international regulators in 2001, during the Global Financial Crisis and in 2019 to create and implement solutions that helped stabilize the world economy.
Kinney holds an MBA from Boston College and an undergraduate degree from Fairfield University. Away from the office, he serves on two charitable boards. He also enjoys playing golf, cycling, and spending time with his family.
William Munro
Munro spent nearly three decades working at JPMorgan delivering innovative investment solutions, counsel, and advice to some of the largest institutional investors globally. He has helped clients navigate volatile markets, geopolitical instability and liquidity crises. During his career, he rose from an entry-level position on the trading desk to executive director/senior relationship manager. He has worked with institutional clients within the money management, insurance, hedge fund, pension fund, and family office segments.
Bill holds a BA in English from Boston University. Away from the office, he enjoys spending time with his wife and three sons, fishing, golfing, and cooking. He has been involved with the Boy Scouts of America and City Year.
Media contact: Perry Chlan, 781-795-5558