Kendall has over 25 years of experience in the financial services industry. She started her career in 1993 at Dean Witter/Morgan Stanley in Houston and soon transitioned to the investment advisory side of the business, where she worked at a family office, exclusively with high net worth professional athletes, handling all aspects of their financial needs.
After working directly with clients for several years, Kendall made a shift to the fee-based consulting side of the business. She has a diverse background working with many types of financial advisors – registered investment advisors, single family offices, foundations, wirehouses and independent advisors. She has also represented a variety of money managers, emerging managers, mutual funds, exchange traded funds, separately managed accounts, custom bond portfolios, and private equity.
Kendall believes this business is relationship driven and that the core of her success is delivering a very high-end style of service and products for advisors and their high net worth and ultra-high net worth clients. A niche, very specialized investment offering, a simple and user-friendly interface coupled with exquisite service, helps advisors deliver an exceptional and unique offering to their clients and differentiate themselves from their competition. Her goal is to allow advisors to focus on growing their assets, revenue and profitability.
She has a B.S. in Economics from the University of Houston and has successfully passed the following regulatory exams: Series 7, 24, 63, and 65. She also attained the Accredited Investment Fiduciary® (AIF) designation from the Center of Fiduciary Studies. Kendall has served in numerous board positions at the local Georgia chapter of the Financial Planning Association (FPA), as well as President in 2011 and Chairman in 2012. She enjoys playing tennis, traveling, sailing and outdoor activities with her family.