
Lawrence Kinney
Currently working with institutional clients needing a better approach for investing their long term assets. These clients ... | Mequon, Wisconsin, United States
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Lawrence Kinney’s Location Mequon, Wisconsin, United States
Lawrence Kinney’s Expertise Currently working with institutional clients needing a better approach for investing their long term assets. These clients include non-profit organizations with 2 to 50 million in assets. We use a university endowment model that emphasizes low volatility investments with low expenses, that can achieve above market returns. We have an innovative asset allocation approach to traditional investments, hedge funds, private equity, alternative investments. Alot of our thinking involves a passive approach to investment selection. We are often asked to advise on fiduciary issues concerning non-profit institutional investment management. We are a prefered provider of Second Opinion consulting advice to higher education institutions with endowments. These schools are interested in a disinterested third party that review process improvement, allocation studies, and substainability review of current spending policy. Dick is a former university trustee and investment committee chair at Gallaudet University in Washington DC. He served 12 years in that role. He also is the past board chair of the Gallaudet Real Estate Foundation. Dick, formerly serves as a board member of the Milwaukee Area Technical College Foundation. His committee responsibilities are on the investment committee and the advancement committee. Dick is currently on the board of Milwaukee Community Sailling Center and the Down Syndrome of Wisconsin (state board).
Lawrence Kinney’s Current Industry Portside Investment Advisors
Lawrence
Kinney’s Prior Industry
International Paper
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Alcan Aluminum
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Morgan Stanley Dean Witter
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Legacy Wealth Management
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Portside Investment Advisors
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Work Experience

Portside Investment Advisors
Retired Managing Partner
Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Portside Investment Advisors
Managing Partner
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Legacy Wealth Management
Managing Principal
Tue Apr 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley Dean Witter
Vice President
Fri Sep 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Alcan Aluminum
Sr. Management
Fri Jan 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time)
International Paper
Sales and Regional Managemnt
Thu Jan 01 1976 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time)