Our Story

After more than 20 years with some of the most prestigious firms on Wall Street, Peter Walls and Jennifer Berdell founded Kinloch Capital in May 2019. While the logo on our business cards has changed over the years, our mission has remained the same:
 
To earn the utmost respect of each client by serving as essential advisor and trusted resource throughout their lives.

About Peter

Senior Partner

Chief Investment Officer

Peter Walls – My Story

Peter is a Senior Partner at Kinloch Capital and serves as its Chief Investment Officer. A financial professional for 20 years he spent the previous two decades with Prudential Insurance, Wachovia Securities, and Merrill Lynch.

He graduated cum laude from Wake Forest University with a degree in Economics and is currently pursuing a Graduate Certificate in Real Estate and Urban Land Development at Virginia Commonwealth University. Peter holds the CERTIFIED FINANCIAL PLANNER certification and the CHARTERED MARKET TECHNICIAN designation.

He is the proud father of two teenage boys and a self-described ‘foodie’ who can be found enjoying Richmond’s burgeoning restaurant, wine, spirits & craft brewery scene.

About Jennifer

Senior Partner

Director of Financial Planning & Wealth Management

Jennifer Berdell – My Story

Jennifer is a Senior Partner at Kinloch Capital and serves at its Director of Financial Planning & Wealth Management. For over 25 years, she has worked as a Trust Officer, Municipal Bond Analyst & Financial Planner. Her diverse background allows Jennifer to bring a comprehensive approach when working with & guiding clients.

Jennifer graduated from Indiana University of Pennsylvania with a degree in Business. She holds the CERTIFIED FINANCIAL PLANNER certification and the CERTIFIED DIVORCE FINANCIAL ANALYST designation.

Jennifer is an avid equestrian who participates in Eventing competitions throughout the mid-Atlantic; and a member of the Deep Run Hunt Club in Goochland County. When not on horseback, Jennifer enjoys staying active in the gym and travel.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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