Institutional perspective on wealth management and corporate services
The KDR Group
800-407-6313
855-882-7361
1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
In today’s complex economy, investors require a trusted team that delivers sophisticated solutions and comprehensive planning for all aspects of their financial lives. With our extensive institutional equity and fixed income experience, we bring relevant context to our advice through a highly customized and disciplined approach.
Our focus on wealth planning and our dedication to true portfolio management is essential to positioning clients to take advantage of potential market opportunities. For our corporate clients, we administer their equity compensation plans and support executive employees with strategies that integrate their equity awards.
Personal wealth management
Our team provides the expertise to manage your investment needs and the commitment to engaging each generation of your family, offering thoughtful education and advice to meet your planning goals. Whether you are navigating life’s milestones, managing business transitions or planning your legacy, we offer realistic guidance that grows with your needs.
Corporate and executive services
We are committed to providing comprehensive services to help in the support and administration of corporate benefits plans. Our experienced team works with you and your employees to keep up with changing regulations, stay on top of requirements and ensure your equity awards are attracting and retaining top talent.
Daniel Kilmurray, Craig Dunton and Anthony Rundella have been recognized as industry leaders.
- Daniel Kilmurray, Barron's Top 1,200 Financial Advisors, 2016, 2017, 2019, 2020
- Daniel Kilmurray, Barron's Top 100 Financial Advisors, 2012, 2013, 2014
- Craig Dunton, REP. magazine and WealthManagement.com "Top 40 Wirehouse Advisors Under 40, 2013, 2014, 2015
- Anthony Rundella, Forbes Best-In-State Wealth Advisors, 2019, 2020
- Anthony Rundella, Barron's Top 1,200 Financial Advisors, 2016, 2017, 2019, 2020
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