Kendall Capital is proud to welcome experienced Senior Portfolio Manager, Brian Mattox, CAIA, to its team of dedicated professionals. In his role as Senior Portfolio Manager, Brian will focus on portfolio construction, rebalancing, security selection, manager due diligence and implementation of both the equity and mutual fund investment strategies. A native of the DC area, he earned his Bachelor of Science degree from the Business School at Frostburg University. Brian also earned the Certified Alternative Investment Analyst (CAIA) designation. Prior to joining Kendall Capital Management, Brian was the lead Portfolio Manager at Andersen Tax providing investment consulting services to high net worth individuals, families, foundations and endowments.
Kendall Capital is also excited to announce that it has promoted Jason Tkach, CFA, to the position of Portfolio Manager. This advancement of Jason is because of his hard work as an analyst and his leadership which has created consistency and efficiencies in the implementation of Kendall Capital’s various investment strategies. He has been a key ingredient in the steady growth of the firm since joining the company in 2014. Jason earned the Chartered Financial Analyst designation in 2017. His primary responsibilities include portfolio management research, rebalancing assets and trade execution. He has a strong commitment to customer service and to ensuring that clients’ investment portfolios align with both their near- and long-term goals.
Kendall Capital is a wealth management firm providing investment management in the Washington, DC area to individuals and families with assets of more than $500,000.