Brian Gibbon Mattox
Directeur en chef des Investissements chez Kendall Capital Management, Inc.
Profil
Mr. Brian G.
Mattox is a Chief Investment Officer & Vice President at Kendall Capital Management, Inc. He focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients.
He has over 20 years of experience in the financial services and investment industries.
Mr. Mattox began his career with Legg Mason.
While at Legg Mason, he became the head of their Risk Management Group charged with assisting high net worth clients minimize risk within their investment portfolios.
He also monitored large corporate relationships for the firm.
After eight years at Legg Mason, he joined Fortigent as a director supporting independent advisors meet the needs of their high net worth clients.
His focus was on investment research, asset allocation and portfolio comparisons, and helping them select high-quality mutual fund managers.
After seven years working behind the scenes for advisors, he realized he missed working directly with clients.
He seized an opportunity to join Andersen Tax as their lead portfolio manager and share his varied experiences to help high net worth individuals, families, foundations and endowments manage their investments.
He has a Bachelor of Science degree from the Business School at Frostburg University.
He has earned the Certified Alternative Investment Analyst designation.
Postes actifs de Brian Gibbon Mattox
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/03/2021 |
Anciens postes connus de Brian Gibbon Mattox
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/02/2018 |
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 | 01/10/2014 |
| Franklin International Low Volatility High Dividend ETF | Corporate Officer/Principal | 01/03/2006 |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
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 |
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 |
| Franklin International Low Volatility High Dividend ETF | Miscellaneous |
