Doug Kinsey, CFP®, CIMA®
Founding Member at Sweater Cashmere Fund- Claim this Profile
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Bio
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.
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.
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.
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.
Credentials
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Investments & Wealth Institute Member
Investments & Wealth InstituteFeb, 2014- Nov, 2024
Experience
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Sweater Cashmere Fund Network
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Founding Member
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May 2022 - Present
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Partner
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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.
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Fifth Third Bank
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Jun 2003 - Mar 2007
Manager of the Western Ohio Wealth Management Advisor Group Manager of the Western Ohio Wealth Management Advisor Group
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Feb 2000 - May 2003
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Brower Insurance Agency
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Dayton, Ohio Area
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Commercial Lines Insurance Agent
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Jun 1991 - Feb 2000
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Pottinger Insurance
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Dayton, Ohio Area
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Property/Casualty Agent, Marketing Manager
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Oct 1988 - Jun 1991
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Superior Insurance
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Western Ohio
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Territory Manager
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Sep 1987 - Oct 1988
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L.M. Berry and Company
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Dayton, Ohio Area
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Advertising Sales Executive
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Sep 1984 - Aug 1987
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Northwestern Mutual
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Dayton, Ohio Area
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Insurance Agent
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Jun 1983 - Sep 1984
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Education
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Harvard University
Master of Liberal Arts, Management, Strategy -
The Ohio State University
Bachelor of Arts, Political Science -
The University of Chicago Booth School of Business
Certified Investment Management Analyst, Investment Management Education Program -
HBX | Harvard Business School
Certificate, Negotiation Mastery -
HBX / Harvard Business School
Leading With Finance, Finance, General -
HBX / Harvard Business School
HBX CORe, Business Analytics; Economics for Managers; Financial Accounting -
HBX / Harvard Business School
Disruptive Strategy with Clayton Christensen