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Dick Kinney: Managing Principal
- Accredited Investment FiduciaryTM as certified by the Center for Fiduciary Studies located at the Joseph Katz Graduate School of Business housed at the University of Pittsburgh
- 20 years of experience in the financial services industry with large brokerage firms
- Currently a trustee at Gallaudet University and chair of the Financial and Institutional Affairs committee where he leads the endowment committee responsible for overseeing the University’s endowment
- Holds the following certifications: Series 7(General Securities), Series 6(Investment Company/Variable Contracts), Series 24(General Securities Principal), Series 63(State Law), Series 65(Investment Adviser Representative)
- Attended the Advanced Endowment Institute at the Yale School of Management in the summer of 2005
- Member of the Milwaukee Yacht Club and avid sailboat racer
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John Uecker: Principal Analyst
- Certified Public Accountant in the State of Illinois
- Holds the Series 65 certification
- Passed Level I of the CFA examination. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis
- 6 years of experience in the financial services industry as an auditor with PricewaterhouseCoopers LLP where he performed internal audits, external audits, and due diligence procedures for banks, mutual funds, hedge funds and private equity firms within the Minneapolis and Chicago markets
- Sports enthusiast and avid golfer
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