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Brian Gibbon Mattox
Directeur en chef des Investissements chez Kendall Capital Management, Inc.
Postes actifs de Brian Gibbon Mattox
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - |
Gestionnaire de Portefeuille-Actions | 01/02/2018 | - |
Historique de carrière de Brian Gibbon Mattox
Anciens postes connus de Brian Gibbon Mattox
Sociétés | Poste | Début | 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 | 01/10/2014 | 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 |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Corporate Officer/Principal | 3 |
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 4 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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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