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