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Dan Kinkade (Principal) - Dan left the institutional investment
management world to start KIB because he saw an opportunity to deliver a
service that retail investors didn't have access to, or weren't
aware of, and wealthy investors paid too much for.
Launching KIB meant going from being part of an institutional team that
managed hundreds of millions of dollars, to building his
business one client at a time.
You’re more likely to find Dan talking to
employees of a company, or testing out their products, rather than staring down a
computer monitor looking for investment insight. People
are where he
believes you find a deeper understanding of what drives
companies.
He has over 10 years of hands-on investment
research experience. From his first week in the business,
until launching Kinkade Investment Boutique, LLC, he’s worked
directly with investment managers that cumulatively managed
over $1 billion in stock portfolios.
He's worked in several investment platforms, from mutual funds
to hedge funds. Additionally, his independent research has
rounded out his professional and academic work.
On a personal
level, Dan would rather play a hard fought game of mediocre
tennis, than watch sports on TV, or listen to philosophy courses
from The Teaching Company, rather than catch the latest
political pundit on the air. But above all, he enjoys spending time with his wife Amy and their
three children.
Dan graduated with honors from Drexel
University where he majored in Finance and Economics. He
also completed his Masters degree in Finance at
Drexel. |