P: 440-550-4208
E: glenn@c-p-a.com
Glenn Cunningham is Cunningham Wealth Management’s founder and President. Glenn specializes in providing retirement, estate, and tax planning to both individuals and businesses. He founded our sister accounting firm, Cunningham & Associates, in 1992 and founded Cunningham Wealth Management in 2010. Prior to founding Cunningham & Associates, Glenn served nine years with the Cleveland office of Price Waterhouse, specializing in tax and business consulting services for middle market clients. He also worked for a local accounting firm in Beachwood, Ohio for two years.
Glenn earned a Bachelor of Science in Accounting from The University of Akron. Glenn’s professional and other affiliations include the American Institute of Certified Public Accountants (member), Ohio Society of Certified Public Accountants (member), Voss Aerospace, Cleveland (Director), American Roll Formed Products, Painesville (Director and Chairman of the Board), Bellevue United Selective Fund (Trustee), Kraak Charitable Foundation (Trustee), Robert Birr Scholarship Foundation (Trustee).
P: 704-502-7668
E: kylek@cwmwealth.com
KYLE KENNEDY, CFP®, joined Cunningham Wealth Management in January 2022. As Director of Wealth Management, Kyle provides financial planning, investment management and tax advice to the firm’s clients. Kyle previously worked as a financial planner for a large wealth management firm in McLean, VA and has experience in running and leading a business, having held a CEO role back in his native Ireland.
Kyle graduated Magna Cum Laude from Winthrop University with a BSBA in Finance and a minor in Spanish, and was awarded The Financial Planning award by the College of Business. Kyle was a 4 year starter on Winthrop’s soccer team, helping the team win two Big South Conference championships and make two NCAA College Cup appearances. Kyle holds the Certified Financial Planning (CFP®) designation and has completed level 1 of the Chartered Financial Analyst (CFA) program.
P: 704-827-9684
E: danielc@c-p-a.com
DANIEL CUNNINGHAM, joined Cunningham Wealth Management and Cunningham & Associates in August 2020 after interning with the firms in the summer of 2019. As Associate Director of Wealth Management, Daniel provides financial planning, investment management and tax advice to the firm’s clients. Daniel also assists in our tax, accounting, and assurance functions by maintaining constant client contact and ensuring that all our clients’ needs and questions are resolved in an efficient and timely manner.
Daniel graduated from Ohio State’s Fisher College of Business with a Bachelor of Science in Business Administration specializing in finance and minoring in Entrepreneurship and Innovation. Daniel is enrolled in the Certified Financial Planning program and plans to attain certification in the coming years. He is also a member of the Huntersville Chamber of Commerce and the Charlotte Chapter of the Ohio State Alumni Club.