Edge Capital Partners has hired Kendrick Mattox III, CFA, as a partner. Mattox will remain in his home base of Charlotte, North Carolina, to manage Edge Capital’s office that is opening in Charlotte City Center at 525 North Tyron Street. He has advised families, institutions, and other sophisticated investors in the Carolinas for more than a decade.
Edge Capital Partners today announced that Kendrick Mattox III, CFA, has joined the firm as a Partner. Mattox will remain in his home base of Charlotte, North Carolina, to manage Edge Capital’s office that is opening in Charlotte City Center at 525 North Tyron Street.
An industry veteran, Kendrick Mattox has advised families, institutions, and other sophisticated investors in the Carolinas for more than a decade.
“We are delighted that Kendrick Mattox has chosen to join our team and manage Edge’s new office in Charlotte,” said Bill Maner, the Managing Partner for Edge Capital. “His outstanding reputation for focusing on the clients’ needs is a perfect fit with our team and approach.”
Mattox said, “I am impressed by Edge’s commitment to independent thinking and in-depth research. My clients know that in a volatile market, it is important to have solid research and independent, unbiased analysis. The team at Edge knows how to think and it is focused on first-rate customer service; I’m excited about joining the Edge team.”
An Active Charlotte Resident, a Growing Firm
Mattox is active in civic affairs in the Charlotte/Mecklenburg County Area. He is a member of the board of Pat’s Place, the only child advocacy center in Mecklenburg County, and a member of the Endowment Investment Committee of the YMCA of Greater Charlotte. Mattox, who holds an MBA, is a graduate of Woodberry Forest School and of Hampden-Sydney College.
While Mattox is raising a family in Charlotte, he serves clients throughout the Carolinas and from coast to coast.
“I’ve known Kendrick Mattox for over twenty years, and he has a sterling reputation for caring about people. You can see it in his civic involvement where he helps organizations that help children and families. You certainly see it in his approach to investing, where the first thing he does is listen to what his clients tell him,” said Harry Jones, a partner at Edge who earned his MBA at the University of North Carolina Kenan-Flagler School of Business.
Bryan Pope, a partner with Edge’s affiliate Edge Healthcare Partners, said, “We’re excited about having a physical presence in North Carolina where we have longstanding relationships with many investors and healthcare companies.” Pope, who attended the University of North Carolina at Chapel Hill, added, “having an office in the Carolinas is important to us as we continue to work with firms like Carousel Capital, for whom we recently sold one of their healthcare portfolio companies.”
Edge Capital Partners has continued to grow steadily during the recent economic uncertainty; its client assets have risen to approximately $1.4 billion. “We continue to grow because our team provides outstanding service, independent research and advice, and customized reporting that tells clients what they want to know in the format that they want,” added Bill Maner.
Edge Capital Partners is an independent, employee-owned firm whose team takes a collaborative approach in helping clients realize their goals. Edge’s investment management practice serves individuals, families, foundations, and other institutions with flexible and responsive investment strategies across a broad range of asset classes. It also offers cash management services to a broad range of clients. The corporate finance practice provides merger and acquisition advice and private capital raising services. Edge’s affiliate, Edge Healthcare Partners, provides merger and acquisition services to leading private and public healthcare companies.
To find out more about Edge Capital Partners, and for a more detailed biography of Kendrick Mattox III, CFA, please visit www.edgcappartners.com
SOURCE: Edge Capital Partners