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950 E. State Highway 114 | Suite 120 | Southlake TX 76092
(817) 481-4995

David Kennedy

Associate

CV

Mr. Kennedy is a dedicated financial management professional with expertise in financial analysis, modeling, debt and credit analysis, lending, and risk management. Currently pursuing the Chartered Financial Analyst (CFA) certification, Mr. Kennedy brings a strong educational foundation and hands-on experience to every engagement.

Mr. Kennedy holds a Master of Financial Management and a Bachelor of Business Management and Entrepreneurship from the Mays Business School at Texas A&M University. Throughout their academic career, Mr. Kennedy excelled in advanced coursework, including Private Equity, Valuation, Capital Markets, and Risk Management, while actively participating in competitive programs such as the Commercial Banking Program and securing a first-place win in a banking case study competition.

Beyond work, Mr. Kennedy is passionate about hybrid training, investing, and music, with interests spanning sports, building computers, and automotive culture.

David Kennedy