Doug Kinsey, CFP®, CIMA®

Founding Member at Sweater Cashmere Fund
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Dan Sheeran Jr. CLCS, CPIA, CRIS

I have known Doug Kinsey both personally and professionally since 1990. Doug has served as business client, business partner, trusted investment advisor and most importantly, a trusted friend. He has always impressed me with his depth of knowledge and his desire to further his ability to help clients. I have always trusted his opinion and perspective and would recommend him highly to help in any situation.

David McDonald

Doug is one of the finest men I have ever met. He is a gentleman, smart, honest, and most important, considerate of others. Doug has many years of experience, and I would trust him to do whatever he says he is capable of doing.

Tom Arrington

With all of the uncertainty in the workplace, my wife and I needed the complete service of a trusted financial advisor. I was particularly interested in a fee-based service provider that was interested in me and my families' concerns and not trying to sell me something that I did not need. In short order, Doug has become a trusted advisor and I would recommend Artifex Financial Group to anyone in the Dayton area.

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Credentials

  • Investments & Wealth Institute Member
    Investments & Wealth Institute
    Feb, 2014
    - Nov, 2024

Experience

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Founding Member
      • May 2022 - Present

    • Partner
      • Mar 2007 - Present

      In addition to serving as Artifex Financial Group's Chief Investment Officer and co-owner, I work with individual and corporate clients to develop and manage personal wealth, retirement income, and investment strategies. In addition to serving as Artifex Financial Group's Chief Investment Officer and co-owner, I work with individual and corporate clients to develop and manage personal wealth, retirement income, and investment strategies.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Jun 2003 - Mar 2007

      Manager of the Western Ohio Wealth Management Advisor Group Manager of the Western Ohio Wealth Management Advisor Group

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2000 - May 2003

  • Brower Insurance Agency
    • Dayton, Ohio Area
    • Commercial Lines Insurance Agent
      • Jun 1991 - Feb 2000

  • Pottinger Insurance
    • Dayton, Ohio Area
    • Property/Casualty Agent, Marketing Manager
      • Oct 1988 - Jun 1991

    • Territory Manager
      • Sep 1987 - Oct 1988

  • L.M. Berry and Company
    • Dayton, Ohio Area
    • Advertising Sales Executive
      • Sep 1984 - Aug 1987

  • Northwestern Mutual
    • Dayton, Ohio Area
    • Insurance Agent
      • Jun 1983 - Sep 1984

Education

  • Harvard University
    Master of Liberal Arts, Management, Strategy
    2018 - 2020
  • The Ohio State University
    Bachelor of Arts, Political Science
    1979 - 1983
  • The University of Chicago Booth School of Business
    Certified Investment Management Analyst, Investment Management Education Program
    2014 - 2015
  • HBX | Harvard Business School
    Certificate, Negotiation Mastery
    2017 - 2017
  • HBX / Harvard Business School
    Leading With Finance, Finance, General
    2016 - 2016
  • HBX / Harvard Business School
    HBX CORe, Business Analytics; Economics for Managers; Financial Accounting
    2015 - 2016
  • HBX / Harvard Business School
    Disruptive Strategy with Clayton Christensen
    2015 - 2015

Community

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