The Kendall Capital Financial Services Team
We are proud of the company we’ve created. We are big enough to provide diverse financial services experience to our clients, but small enough to care. Please select the team member of your choice below for more information.
Clark KendallCFA, CFP®, AEP®
President & CEOCarol PetrovCFP®, CPWA®
Vice President & Senior Relationship ManagerBrian MattoxCFA, CAIA
Chief Investment Officer, Vice PresidentJames “Dave” WalkerCFP®, AIF®
Lead Relationship ManagerJason TkachCFA
Vice President, Portfolio ManagerNina Smith
Vice President, Strategy and Business DevelopmentZemin Zhu CFA, FRM
Assistant Vice President, Portfolio ManagerKatie TaylorClient Service Associate
Justin WunderInvestment Associate
President & CEOCarol PetrovCFP®, CPWA®
Vice President & Senior Relationship ManagerBrian MattoxCFA, CAIA
Chief Investment Officer, Vice PresidentJames “Dave” WalkerCFP®, AIF®
Lead Relationship ManagerJason TkachCFA
Vice President, Portfolio ManagerNina Smith
Vice President, Strategy and Business DevelopmentZemin Zhu CFA, FRM
Assistant Vice President, Portfolio ManagerKatie TaylorClient Service Associate
Justin WunderInvestment Associate