Kendall K. Rose, CFA
Kendall is responsible for relationship management at Strategic and works closely with the investment and research teams to develop and implement investment solutions that meet clients' objectives. She has also contributed to the firm’s real estate, private equity and fixed income teams during her tenure. Prior to joining Strategic, she was the financial manager of a California real estate investment and development firm.
She holds an M.B.A. from Darden Business School at the University of Virginia and a B.A. from Harvard University. Kendall is a CFA charterholder and a member of the CFA Society of Washington, D.C.