Our Team

Asher is a Co-Owner of Kingsbury Capital Investment Advisors and serves as Managing Member focusing on marketing, recruiting and business development.

Prior to founding Kingsbury, Asher served greater than 20 years in the wealth management field as a leader and as a financial advisor. He has led large financial service teams on a regional and national level. He majored in Economics and History at Yeshiva University. He holds Series 7, 24, 63 and 65 licenses. 

Asher currently lives in the Chicago Metropolitan Area with his children and is active in a variety of philanthropic and community organizations.

Bill Vellon is a Co-Owner of Kingsbury Capital Investment Advisors and serves as its Chief Compliance Officer focusing on oversight of the firm's advisors and clients.

Bill began his career with Oppenheimer & Company in 1990 and worked at a number of investment banking firms prior to establishing Kingsbury. He graduated from Loyola University of Chicago with a degree in Economics. He holds Series 7, 24, 63, and 65 licenses along with Life, Health & Variable Annuity licenses.

Bill lives in the Chicago Metropolitan area with his kids and enjoys cycling.  

Dan Finnerty serves as Director of Operations for Kingsbury Capital Investment Advisors. Dan is responsible for the day to day operations of the firm and developing business strategies to help the firm grow.

Dan began his career working in the back office of a financial services firm in Chicago. He joined Kingsbury Capital in 2012 as an operational specialist before working his way into a leadership role. He holds Series 7, 24, 28, 63 and 65 licenses.

Dan attended The University of Tulsa where he earned his degree in Finance. Dan currently lives in the Charlotte Metropolitan Area with his wife and two daughters.