Kendall Peacock

Kendall Peacock, CFA, CAIA

VP / Senior Portfolio Manager

Based in Caldwell Trust Company’s downtown Sarasota office, Kendall Peacock provides comprehensive wealth management and investment advisory services tailored to families, private trusts, businesses, and charitable organizations. He brings more than two decades of diverse professional experience to his role as Vice President and Senior Portfolio Manager.

Before joining Caldwell, Kendall spent fifteen years refining his expertise as a portfolio manager with Northern Trust and SunTrust. He began his career in the technology sector, working as a strategic consultant for major corporations and government agencies.

Kendall graduated summa cum laude from the University of Louisville with a Bachelor of Science in Business Economics. Committed to professional excellence, he also earned academic honors from the Florida Bankers Association Graduate Trust and Wealth Management School. Kendall holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is an active member of the CFA Institute and is a past President of the CFA Society Tampa Bay.

Deeply invested in the local community, Kendall serves on the Foundation Board of the Boys & Girls Clubs of Sarasota and DeSoto Counties and is a member of the Finance Committee for Resurrection House.

A native of Louisville, Kentucky, Kendall relocated to Sarasota in 2016. In his free time, he enjoys fishing, golfing and traveling!

To contact Kendall Peacock, CFA, CAIA, email kpeacock@ctrust.com or call 941.926.9336. To learn more about Caldwell Trust Company, visit ctrust.com or email info@ctrust.com.