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Mr. Kimsey has been involved in the securities industry for 20 years, with extensive investment banking, asset management and risk management experience. He is a founding partner of CapFi Partners LLC, a registered broker-dealer. Prior to founding CapFi, Mr. Kimsey was a principal at Banc of America Securities LLC, responsible for managing over $400 million for a group of high net worth individuals and providing hedging and monetization guidance to a broad array of clients including individuals, hedge funds and financial intermediaries.
Mr. Kimsey worked for Lehman Brothers as an investment banker in the Global Media and Telecom Group. Mr. Kimsey was the Equity Strategist and manager of the Investment Strategy Group for the Lehman Brothers Private Client Division, managing over $1 billion in assets and providing asset allocation and strategy advice to the firm’s high net worth clients. As Equity Strategist, he was a member of the firm’s Investment Policy Committee and Asset Allocation Steering Committee.
Mr. Kimsey is a Fellow of the Foreign Policy Association and a Member of the Board of Directors of the National Chamber Foundation and the Center for Workforce Preparation at the U.S. Chamber of Commerce. Mr. Kimsey is also a Board Member of the Lenox Hill Neighborhood House, Change for Kids, PENCIL, and the Kimsey Foundation.
Mr. Kimsey earned an Executive M.B.A. in Finance from the Stern School of Business (1997) at New York University, and a B.B.A. in Business Management from James Madison University (1988). Mark Kimsey holds the Series 7, 24, 63, 65 and 99 professional licenses.