Mark Kinney

Founding Partner at Kinney Wealth, Inc.

Role
Founding Partner at Kinney Wealth, Inc
Location
Boston, MA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Mark Kinney

Cited on CNN, Fox Business, NBC, ABC, CBS News, Forbes, Boston Globe, Miami Herald, & …

Experience

  1. Founding Partner

    Kinney Wealth, Inc

    Oct 2017 — Present · Wakefield, MA, US

    Cited on CNN, Fox Business, NBC, ABC, CBS News, Boston Globe, Miami Herald, & more.As the founder of Kinney Wealth, Inc, Mark\'s focus is as it’s been since 1987 – addressing the unique challenges faced by those experiencing circumstances of “sudden wealth”….such as divorce, inheritance, business liquidations, and lump sum retirement plan distributions. By minimizing risk exposure to the daily turbulent financial markets through the use of highly disciplined quantitative strategies, combined with conservative non-market based strategies, client retirement income can be achieved in a more sustainable, repeatable, and verifiable manner,The highly disciplined low risk, low volatility quantitative strategies we employ, are defined by a clear and simple philosophy - to protect you from severe losses in down markets while providing quality participation in rising markets. This approach has resulted in significantly reduced downside risk, while providing highly asymmetrical investment returns during negative markets.Specifically catering to conservative investors with accumulated assets that are- Approaching or currently in retirement- Experiencing employment transition- In need of guidance with Divorce Settlements

Skills

  • Finance
  • Community Outreach
  • Strategic Planning
  • Team Building
  • Management
  • Protective Growth & Advanced Income Distribution Strategies
  • Investments
  • Social Media
  • Leadership
  • Charitable Gifting Initiatives
  • Securities
  • Public Speaking
  • Retirement
  • Charitable Gift Planning
  • Customer Service
  • Retirement Income Planning
  • Risk Management
  • Insurance
  • Nonprofits
  • Financial Planning
  • Marketing
  • Small Business
  • Public Relations
  • Retirement Planning
  • Financial Services
  • Portfolio Management
  • Microsoft Office
  • Sales

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Mark Kinney — Founding Partner at Kinney Wealth, Inc in Boston, MA, US | Unifers