Cardea Capital Advisors, LLC and Cardea Capital Group, Inc.
Head of Business Development, USA
Kendall Borchardt Bio
Kendall is a seasoned veteran in the financial services industry, with over 25 years of experience under her belt. Her journey began in 1993 at Dean Witter/Morgan Stanley in Houston, where she quickly made a name for herself and transitioned to the investment advisory side of the business. Kendall's expertise in handling the financial needs of high-net-worth professional athletes was unparalleled, and she soon made a shift to the fee-based consulting side of the business.
Throughout her career, Kendall has worked with a diverse range of financial advisors, including registered investment advisors, single family offices, foundations, wirehouses, and independent advisors. She firmly believes that this business is relationship-driven, and her success is a testament to her unwavering commitment to delivering a high-end service level.
Kendall's niche, specialized investment offering, coupled with a simple and user-friendly interface and exquisite service, helps advisors deliver an exceptional and unique offering to their clients, setting them apart from their competition. Kendall holds a B.S. in Economics from the University of Houston and has successfully passed several regulatory exams, including Series 7, 24, 63, and 65. She has also attained the Accredited Investment Fiduciary® (AIF) designation from the Center of Fiduciary Studies.
In addition to her professional achievements, Kendall has served in numerous board positions at the local Georgia chapter of the Financial Planning Association (FPA), including President in 2011 and Chairman in 2012. She also serves as the Treasurer and coaches multiple sports for Special Ks, a division of the Special Olympics Georgia. When she's not working, Kendall enjoys playing pickleball, traveling, sailing, and spending time outdoors with her family.