“Client satisfaction is key for a successful financial advisory firm. I enjoy being part of the personalized client experience that Carnegie provides. It is an important and vital factor in maintaining our client relationships."
Kendall Exline holds the title of Client Service Manager; Trader at Carnegie Investment Counsel. Kendall handles client service requests, including new client account onboarding, client cashiering requests, and quarterly client performance reporting for multiple senior portfolio managers. Kendall also provides trading support for multiple portfolio managers.
Kendall has a thorough understanding of investment management principals and the portfolio management process with 18 years of experience working for Cleveland based Registered Investment Advisors.
Outside of work, Kendall is an active volunteer at her children’s schools. Kendall lives in Aurora, Ohio with her husband and two daughters.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.