Kendrick W. Mattox III, CFA
Managing Director
Private Client Group
Charlotte, NC
As a Managing Director in the Private Client Group, Kendrick works with his teammates to provide comprehensive wealth management and investment management solutions for he individuals and families he serves.
“I am motivated by being the trusted advisor for every aspect of my clients’ financial lives, helping them confidently live the life they deserve.” Kendrick is honored to be the person his clients turn to for guidance and support.
Experience
- 25+ years of investment experience, with deep expertise in behavioral finance and the markets
- Chartered Financial Analyst (CFA), leading research for a small RIA before transitioning to a full-time advisor role
- Partner at Edge Capital (acquired by SCS in 2025)
Education & Credentials
- B.A. in English, Hampden-Sydney College
- Chartered Financial Analyst® (CFA®)
Beyond SCS
Kendrick lives in Charlotte, NC with his wife and two dogs. They have three children in their 20s. In his personal time, he plays golf, hunts, fishes and volunteers by serving on various boards and committees. His past and present involvement includes Board member of Introships, Investment Committee Chair for the YMCA of Greater Charlotte Endowment, Member of the Finance Committee and Golf Committee for the Charlotte Country Club, Board member of the Fletcher School, Board member of Pat’s Place Child Advocacy, and President of the Woodberry Forest School Charlotte Regional Alumni Association.
