Brian Gibbon Mattox

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.