Kendrick W. Mattox
Managing Director with SCS Financial
- Role
- Managing Director, Private Client Group at SCS
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kendrick W. Mattox
The opinions expressed or shared on this page are generally my own and not necessarily those of any third party As a Client Advisor to the ultra-high-net-worth families at SCS, I focus on helping on complex situations, liquidity events, multi-generational planning, concentrated equity risk, private equity, and tax-efficient asset management.
Experience
Managing Director, Private Client Group
Feb 2025 — Present · Charlotte, NC, US
Founded in 2002, SCS Financial is an investment and wealth management firm, serving ultra-high-net-worth individuals, families, and institutional investors. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners.As a Managing Director in the Private Client Group, I support all phases of client engagement, relationship building, and delivering tailored wealth strategies and investment portfolios designed to meet our clients’ needs.
Education
Georgia State University
MBA
1994 — 1996
Hampden-Sydney College
BA in English
1989 — 1993
Skills
- Due Diligence
- Hedge Funds
- Financial Modeling
- Valuation
- Equities
- Strategy
- Financial Analysis
- Asset Management
- Portfolio Management
- Investments
- Private Equity
- Investment Management
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