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Brian Gibbon Mattox
Chief Investment Officer bij Kendall Capital Management, Inc.
Actieve functies van Brian Gibbon Mattox
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Kendall Capital Management, Inc.
![]() Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then. | Chief Investment Officer | 01-03-2021 | - |
Portefeuillebeheerder-Aandelen | 01-02-2018 | - |
Loopbaan van Brian Gibbon Mattox
Eerdere bekende functies van Brian Gibbon Mattox
Bedrijven | Functie | Begin | Einde |
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Andersen Tax LLC
![]() Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Corporate Officer/Principal | 01-10-2014 | 01-02-2018 |
Fortigent LLC
![]() Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Corporate Officer/Principal | 01-03-2006 | 01-10-2014 |
Franklin International Low Volatility High Dividend ETF | Corporate Officer/Principal | 01-02-1998 | 01-03-2006 |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Corporate Officer/Principal | 3 |
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 4 |
Miscellaneous | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Kendall Capital Management, Inc.
![]() Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then. | Finance |
Franklin International Low Volatility High Dividend ETF | Miscellaneous |
Fortigent LLC
![]() Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Finance |
Andersen Tax LLC
![]() Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Finance |
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