Why Laurentide Advisory
Deciding to work with an independent investment adviser can help to strengthen your personal finances and improve your overall sense of well-being. This was the primary reason why we started Laurentide Advisory: to use our professional skills as portfolio managers, consultants, researchers, and fiduciaries in order to make a difference. Collectively, we have over fifty years of experience meeting the financial needs of clients. We operate with true independence as fiduciaries and we believe in the power of relationships built on transparency, fairness, and trust. We strive to deliver timely insights, excellent service, and outstanding results.
Rob Kania is a Principal of Laurentide Advisory and has 20+ years’ experience serving institutional and high net worth clients as a fiduciary, asset manager and researcher in Boston, New York and London.
Prior to co-founding Laurentide, Rob held leadership roles at State Street Global Advisors for 12 years. As a Senior Portfolio Manager, he created a suite of benchmark-beating funds for large corporate pension plans. Rob set investment strategy and developed investment processes with a team that managed $20 billion of active fixed income assets. He originated and edited a monthly macro-oriented newsletter that was enthusiastically received by hundreds of clients. As Director of Credit Research, Rob led a team of 10 analysts in the search for undervalued securities using fundamental research techniques. During his seven years at Lehman Brothers, Rob headed up the Yankee market strategy effort in New York and was elected to Institutional Investor’s All-America Fixed Income Research Team. Rob co-managed multi-currency funds utilized by high net worth investors while at Fleet Investment Advisors (now part of Bank of America).
Rob is a CFA charterholder and serves on the Membership Committee of the Boston Security Analysts Society. He lives in Duxbury, MA and is active in the local community, where he serves as Assistant Scoutmaster and Treasurer for BSA Troop 62. Rob also enjoys a number of outdoor activities and is particularly passionate about endurance sports.
John Kirby is a Principal of Laurentide Advisory and has 30+ years’ experience as a fiduciary and asset manager for institutional and retail investors, in the Boston area.
Prior to co-founding Laurentide Advisory, John spent time at Mercer Delegated Solutions (OCIO) working with 401K plans, pension de-risking strategies and target date funds to design strategy and investment structure. John was a member of the Mercer Global Investment Management Research committee. Prior to that, John worked at State Street Global Advisors for 17 years where he built a $30 billion index business in funds and ETFs. Serving as lead portfolio manager and business leader, John oversaw asset management, client governance and a solutions oriented delivery for over 400 clients. John also served on the SSGA Independent Fiduciary Committee providing oversight on DC and DB Plans to ensure plans act solely in the interest of participants. Before moving to institutional asset management John spent 5 years as an investment officer at Lowell, Blake and Associates working with individuals, families and small business in investing and planning.
John is an instructor in the veterans and active duty military business planning program Boots to Business Revenue Readiness. Professional affiliations have included time as a board member and chairman for the Town of Plymouth Retirement System and with the South Shore YMCA Finance and Investment Committee. John lives in Norwell, MA and is active in local programs and enjoys many outdoor activities. Prior to his career in finance John served in the US Navy as a Hospital Corpsman.