Kendall Capital Management
Kendall Capital is a fee-only firm built on the single guiding principle that hardworking and financially prudent people deserve the same exceptional financial advice as ultra high-net-worth individuals. As personal fiduciaries, we sit on the same side of the table with our clients serving their best interests. We don’t receive commissions for recommending products or specific investments. We just focus on empowering clients with tailored financial guidance, customized planning, and unwavering support. It’s an approach that enables clients to enjoy life on their own terms. Working with Kendall Capital, they discover how it feels to live like a Middle-Class Millionaires®.
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Verified contacts
15
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
3
tools in use
Monthly traffic
120
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- CP
Carol Petrov
Vice President & Senior Relationship Manager · Finance & Accounting
EmailPhone - ZZ
Zemin Zhu
Portfolio Manager · Finance & Accounting
EmailPhone - LT
Liza Talisman
Client Service Associate · Customer/Client Service
EmailPhone - BM
Brian Mattox
Chief Investment Officer, Vice President · Other
EmailPhone - CK
Clark Kendall
President · General Business & Management
EmailPhone - JT
Jason Tkach
Portfolio Manager, Vice President · Finance & Accounting
EmailPhone - AJ
Adam James Platt
Financial Planner & Relationship Manager · Other
EmailPhone - BW
Brendan Walsh
Manager - Investment Operations · Operations
EmailPhone - DJ
Dave James D. Walker
Lead Relationship Manager · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Kendall Capital Management
12 distinct titles indexed · top 10 shown.
- 3client service associate
- 2president
- 1chief investment officer, vice president
- 1financial planner & relationship manager
- 1lead relationship manager
- 1manager - investment operations
- 1marketing and business operations coordinator
- 1operations & executive support manager
- 1portfolio manager
- 1portfolio manager, vice president
- +2more titles
Sign up to unlock all 15 contacts at Kendall Capital Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Kendall Capital Management
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