David Kinsey

David Kinsey, CFA, is an experienced finance professional currently serving as a Portfolio Analyst at First Trust Portfolios since April 2013. In this role, David analyzes existing financial portfolios, identifying weaknesses and overlaps to align with the objectives of advisors, firms, and clients. Prior to this position, David worked as an Account Executive at Kinsey & Kinsey from January 2012 to April 2013, where responsibilities included engaging with Lawson S3 users to address security and auditing needs and promoting Lawson tools. Earlier experience includes a role as a College Financial Representative at Northwestern Mutual during the summer of 2010, which involved shadowing full-time representatives and assisting in client interactions. David holds a Bachelor of Arts degree in Economics from DePauw University, obtained in 2011.