Kendrick Mattox
Portefeuillebeheerder-Aandelen bij Edge Capital Group LLC
Profiel
Mr. Kendrick W.
Mattox is a Partner & Senior Financial Advisor at Edge Capital Group LLC.
In his role, he is responsible for leading our firm’s regional efforts in providing comprehensive wealth management for individuals and families.
In addition to serving as a senior financial advisor, he is an investment manager who works closely with his clients as he designs, implements and monitors customized investment portfolios.
At EDGE, Mr. Mattox has served on the Asset Allocation Committee, Board of Trustees, Leadership Committee, and Discovery LLC Board.
Mr. Mattox was previously employed as a Partner & Senior Investment Advisor by Edge Advisors LLC.
He earned his Bachelor of Arts degree from Hampden-Sydney College and his MBA from Georgia State University.
He is a Chartered Financial Analyst (CFA) and is a member of the CFA North Carolina Society.
Actieve functies van Kendrick Mattox
| Bedrijven | Functie | Begin |
|---|---|---|
Edge Capital Group LLC
 Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Portefeuillebeheerder-Aandelen | 01-08-2018 |
Eerdere bekende functies van Kendrick Mattox
| Bedrijven | Functie | Einde |
|---|---|---|
Edge Advisors LLC
 Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Portefeuillebeheerder-Aandelen | 01-07-2018 |
Opleiding van Kendrick Mattox
| Hampden-Sydney College | Undergraduate Degree |
| Georgia State University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Finance |
