David Kraunelis

Senior Associate Advisor

David Kraunelis is a senior associate advisor a Allworth’s Riverwoods, Illinois, office. A native of Barrington, Rhode Island, he earned his Economics degree from Miami University in Oxford, Ohio. A resident of Chicago, David is an avid golfer who loves trying out new restaurants.

I thoroughly enjoy getting to know my clients and learning their financial needs and goals so that I can partner with them to build a comprehensive plan that positively impacts them for the rest of their lives.

Latest Insights


What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy

Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …

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The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

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How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

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