Based in Caldwell’s Downtown Sarasota office, Kendall brings a deep knowledge of comprehensive wealth management and investment advisory services for families, private trusts, businesses, and charitable organizations.
Before joining Caldwell, Kendall spent fifteen years as a portfolio manager for Northern Trust and SunTrust. and he spent several years in the technology industry as a consultant to large corporations and government agencies.
Kendall earned his Bachelor of Science degree in Business Economics from the University of Louisville, where he graduated summa cum laude. He has also completed the Florida Bankers Association Graduate Trust and Wealth Management School program, earning academic honors. Kendall holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Institute, and is a past President of the CFA Society Tampa Bay. In addition, he holds the Chartered Alternative Investment Analyst (CAIA) designation.
Originally from Louisville, Kentucky, Peacock has lived in Sarasota since 2016 and enjoys golf and fishing in his free time.