Kendrick Mattox

Kendrick joined the Edge team as a Partner and Senior Investment Advisor, and opened our Charlotte office in 2011. In addition to operating as a Senior Advisor on relationships, Kendrick serves as a Portfolio Manager and designs, implements, and monitors investment portfolios for our private and institutional clients. He has the unique combination of experience in both the quantitative and qualitative aspects of portfolio management.

Kendrick (with wife Lacy and their three children) opened Edge’s Charlotte office in 2011.

Kendrick attended the Woodberry Forest School in Virginia.  He earned his Bachelor of Arts degree from Hampden-Sydney College, and his MBA from Georgia State University. He is a Chartered Financial Analyst (CFA), and a member of the CFA North Carolina Society.

Kendrick is also a passionate advocate for victims of child abuse, and serves on the board of Pat’s Place Child Advocacy Center in Charlotte. In addition, Kendrick is a board member of the Fletcher School, President of the Woodberry Forest School Charlotte Regional Alumni Association, as well as on the Investment Committee for the YMCA of Greater Charlotte Endowment, and on the Finance Committee for the Charlotte Country Club.

Kendrick Mattox

Partner - Senior Investment Advisor

Charlotte, NC


Hampden-Sydney College (BA) | Georgia State University (MBA)


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