Francis Kinniry
Francis M. Kinniry is a principal in the Vanguard Investment Strategy Group.
Areas of Expertise: capital markets, portfolio design and asset allocation, economic and portfolio management issues
Website: www.vanguard.com
Twitter Feed: @Vanguard_Group
Topics Presented in Speeches: “Advisor’s Alpha;” “The Return of Risk;” “Retirement Readiness” and “The Asset Allocation Debate”
Email: online@vanguard.com
Biography:
Francis M. Kinniry is a principal in Vanguard Investment Strategy Group. The group’s primary responsibilities are capital market research, portfolio design, the development and implementation of customized investment solutions, investment market commentary, and research. The group’s proprietary research on investment, economic, and portfolio management issues has been published in leading academic and practitioner journals. They also are responsible for establishing the investment philosophy, methodology and portfolio construction strategies for Vanguard.
Kinniry has worked extensively with ultrahigh net worth families and institutional investors, creating customized portfolio solutions for their investment needs. Additionally, Kinniry initiated the Vanguard Investment Counseling & Research department and Vanguard Asset Management and Advisory Services.
Before joining Vanguard in 1997, Kinniry was a partner and senior portfolio manager for Executive Investment Advisors Inc., an institutional asset management firm. Previously, he was a portfolio manager for H. Katz Capital, a venture capital and hedge fund manager.
Mr. Kinniry has more than 20 years of experience in the industry and is a regular speaker on investment, economic and portfolio management issues. He holds the Chartered Financial Analyst certification and earned his MBA and his bachelor’s degree from Drexel University.
Articles by this Author
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Portfolio Strategies »
Best Practices for Portfolio Rebalancing
A strategy that combines regular monitoring with rebalancing at certain thresholds provides a harmony between allocation goals and cost minimization. May 2011 | Journal
