Kendrick Mattox, CFA

In 2011, Kendrick joined the EDGE team as a Partner, Senior Financial Advisor and opened the doors of our firm’s new Charlotte office. In his role, he is responsible for leading our firm’s regional efforts in providing comprehensive wealth management for individuals and families.

Upon graduation from the Woodberry Forest School, Kendrick 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. In 2022, Kendrick was a featured speaker on National Public Radio and was named to Forbes Best-in-State Wealth Advisors in 2022 and 2023 for the state of North Carolina.

In addition to serving as a senior financial advisor, he is an investment manager who works closely with his clients as he designs, implements and monitors customized investment portfolios. At EDGE, Kendrick has served on the Asset Allocation Committee, Board of Trustees, Leadership Committee, and Discovery LLC Board.

Kendrick volunteers his personal time and is active in the community regionally and at the state level. His current and former community involvement includes serving as an Investment Committee member Chair for the YMCA of Greater Charlotte Endowment, a member of the Finance Committee and Golf Committee for the Charlotte Country Club, a board member of the Fletcher School and Pat’s Place Child Advocacy, President of the Woodberry Forest School Charlotte Regional Alumni Association, as a state board member of the Coastal Conservation Association-North Carolina (CCA-NC), and as a board member and Charlotte leader of Introships, an organization that exposes young college students to multiple business/industries and potential career paths. Kendrick and his wife, Lacy, reside in Charlotte and have 3 children.

Kendrick Mattox, CFA

Partner - Senior Financial Advisor

Charlotte, NC


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


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