Wilmette, IL Office

William Vellon is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kingsbury Capital Investment Advisors LLC since 2008 and previously worked with Kingsbury Capital, Inc. and Cabot Lodge Securities LLC. Outside the investment industry, he is involved as President and Financial Advisor at Ten31 Farms, focusing on potential 1031/DST transactions, and also works as a health insurance sales representative for Medicare Advantage products through Insurance by the Sea/Tangram LLC. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm delivers discretionary and non-discretionary portfolio management, financial planning, and institutional retirement plan advisory services, using diversified portfolios supplemented by quantitative optimization and third-party due diligence.

David Blitz is a financial advisor at Kingsbury Capital Investment Advisors LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Kingsbury Capital Investment Advisors since 2017, following earlier roles including three years at Cabot Lodge Securities LLC. Blitz serves as a board member for the Cornerstone Condominium Association, managing homeowner affairs for a 15-unit community. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement plan advisory services, using diversified investment strategies supported by quantitative tools and third-party due diligence.

Michael Collins is a financial advisor at Kingsbury Capital Investment Advisors LLC in Chicago, holding Series 63 and Series 65 designations with 26 years of industry experience. He previously worked at Robert W. Baird from 2010 to 2017 and was associated with Kingsbury Capital, Inc. from 2017 to 2019. Outside of his advisory work, he is a member of Valence Partners LLC, a member-managed LLC based in Chicago. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.