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Mark K
CFP®, Series 63
Wakefield, MA
Virtue Capital Management, LLC
Mark Kinney is a CFP® with 17 years of industry experience and is currently an advisor at Virtue Capital Management, LLC. He has worked at Virtue since 2019 and previously spent 18 years at Toole Kinney & Co and five years at Horter Investment Management. He is also a partner in Kinney Wealth, Inc., where he is involved in life, health, long-term care, and disability insurance services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management and financial planning. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that oversees third-party managers and model strategies.
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