December 12, 2022 – Venice
Caldwell Trust Company has hired Kendall Peacock, CFA, CAIA, as vice president and senior portfolio manager. Based in Caldwell’s Downtown Sarasota office, Peacock brings a deep knowledge of comprehensive wealth management and investment advisory services for families, private trusts, businesses, and charitable organizations.
“We’re pleased to have someone with his investment experience and real-world technology experience. It will be doubly beneficial to the Caldwell Trust Company and clients,” R.G. “Kelly” Caldwell, Jr. said.
Before joining Caldwell, Peacock spent fifteen years as a portfolio manager for Northern Trust and SunTrust. Prior to that, he spent several years in the technology industry as a consultant to large corporations and government agencies.
Peacock earned his Bachelor of Science degree in Business Economics from the University of Louisville, where he graduated summa cum laude. He has also completed the Florida Bankers Association Graduate Trust and Wealth Management School program, earning academic honors. Peacock holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Institute, and is a past President of the CFA Society Tampa Bay. Peacock also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Originally from Louisville, Kentucky, Peacock has lived in Sarasota since 2016 and enjoys golf and fishing in his free time.
To contact Kendall Peacock, CFA, CAIA, email kpeacock@ctrust.com or call 941.926.9336. To learn more about Caldwell Trust Company, visit ctrust.com or email info@ctrust.com.
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