Kendall Peacock

Kendall Peacock, CFA, CAIA

VP / Senior Portfolio Manager

Based in Caldwell’s downtown Sarasota office, Kendall brings extensive experience in comprehensive wealth management and investment advisory services for families, private trusts, businesses, and charitable organizations.

Prior to joining Caldwell, Kendall spent fifteen years as a portfolio manager with Northern Trust and SunTrust. Earlier in his career, he worked in the technology industry, serving as a consultant to large corporations and government agencies.

Kendall earned a Bachelor of Science in Business Economics from the University of Louisville, graduating summa cum laude. He also completed the Florida Bankers Association Graduate Trust and Wealth Management School, where he earned academic honors. Kendall holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. He is a member of the CFA Institute and previously served as President of the CFA Society Tampa Bay.

Beyond his professional credentials, Kendall is actively involved in the community, as a member of the Foundation Board of the Boys & Girls Club of Sarasota and DeSoto Counties and serving on the Finance Committee of Resurrection House.

Originally from Louisville, Kentucky, Kendall has lived in Sarasota since 2016 and enjoys golf and fishing in his free time.

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.