KinneyMunro Wealth Advisors Appoints Joe Swirbalus as Executive Managing Director
KinneyMunro Wealth Advisors · September 2026
Wellesley, Mass. — KinneyMunro Wealth Advisors LLC today announced Joe Swirbalus has joined the fast growing independent wealth advisory firm as executive managing
director.
Joe is a 30-year veteran of the financial markets and spent most of his career at JPMorgan in Boston. Throughout his career, Joe has worked with and advised some of the largest institutional money managers and hedge funds in the industry.
“We are thrilled to welcome Joe to the KinneyMunro team,” said Bill Munro, co-founder of KinneyMunro. His three decades of experience and broad expertise advising institutional investors uniquely positions him for his new role at KinneyMunro. Joe shares our belief that real investment experience and a client-first approach make all the difference. He is going to be a tremendous asset to the clients we serve.”
Since launching in March 2024, KinneyMunro has rapidly built its practice on a client-first, fiduciary approach — earning the trust of a large and growing base of individuals and families. KinneyMunro has established itself as a firm clients turn to for personalized investment management, tax strategy, estate planning and risk management.
“The addition of Joe reflects our continued investment in the caliber of talent and expertise we offer our clients, which has led to the significant momentum we have gained since launching more than two years ago,” said Brian Kinney, co-founder of KinneyMunro.
Swirbalus’s arrival marks the next step in the firm’s growth, adding institutional-caliber experience to a team already known for its long-term, relationship-driven approach to wealth management.
Swirbalus Bio
A graduate of Brown University and Columbia Business School, Swirbalus began his career at Salomon Brothers in New York City before spending the majority of his career as an Executive Director at JPMorgan in Boston from 1999 to 2017. He moved into the fintech industry, serving as Managing Director at Fenics UST from 2018 to 2020. Swirbalus most recently was Director at Liquidnet for the past five years. He lives in Dedham, Mass.
About KinneyMunro Wealth Advisors
KinneyMunro is an independent wealth advisory firm that provides personalized investment management and financial planning services to individuals and families. As fiduciaries, the firm prioritizes its clients’ best interests, offering trust and estate planning, tax strategies, retirement planning, investment management, and insurance solutions designed to adapt to each client’s individual needs. KinneyMunro was founded by Brian Kinney and Bill Munro in March 2024 and is located in Wellesley, Mass. For more information about KinneyMunro Wealth Advisors, visit kinneymunro.com.
Media contact: Perry Chlan, 781-795-5558
Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. KinneyMunro Wealth Advisors and MPS are not affiliated entities.
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