New York, NY Financial Advisors | The KDR Group

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.

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.

Because we provide comprehensive wealth management and build each customized investment plan, we have had great success positioning our clients to seize the opportunities of an unpredictable market. As active portfolio managers in the UBS Portfolio Management Program (PMP), our approach is grounded in proper asset allocation.

Our investment management capabilities provide access to:

Discretionary portfolio management
Unparalleled global resources
Multiple sources of world-class investment research
Analytical tools and operational excellence that support the construction and execution of a custom-tailored portfolios

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.

With complicated equity award packages-as well as potentially complex tax consequences-executives need specialized advice. As members of the UBS Equity Plan Advisory Services business, our team is uniquely positioned to help manage the complexities of equity compensation plan administration as well as provide integrated financial advice to plans, executives and participants.

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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