Our Team

Jay Ahlbeck

Executive Managing Director
KinneyMunro Wealth Advisors

Mr. Ahlbeck joins Kinney Munro with over 20 years of experience advising high-
net-worth clients and providing comprehensive financial planning.
In January 2003, he founded the financial advisory firm JDA & Associates and
later affiliated with Planning Capital Management. He has specialized knowledge
in stock compensation, complex estate planning, and customized portfolios for
high-net-worth clients.

Before founding JDA & Associates, Mr. Ahlbeck was Senior Vice President at Fleet
Bank. He worked for Wealth Strategies, Private Banking, Quick & Reilly Brokerage,
and Fleet Insurance Services, all divisions of Fleet Boston Financial.

Jay played collegiate basketball and still plays today. He enjoys golf, fishing, and
spending time with his wife, two daughters, and their 13-year-old labradoodle,
Bella. Jay is a Chartered Financial Consultant (ChFC) and Chartered Life
Underwriter (CLU).