Broker Check
Donald J. Kendrick

Donald J. Kendrick

Chairman/CEO

Mr. Kendrick formed STEELOAKS Investment Advisers Incorporated in 1996 and is Chairman and CEO.  Don is currently Principal and Chairman of the Investment Planning Group and is responsible for the development of the investment strategy/philosophy and all product and service enhancements relating to investment management.  Prior to forming STEELOAKS, Don had over twenty-five years experience in the investment management industry in various portfolio management, research, marketing, client services and product development positions with One Valley Bank, Charleston National Bank, PNC Bank, Advanced Investment Management and Provident Capital Management.
 
During his professional career, Mr. Kendrick assisted numerous plan sponsors in developing asset allocation strategies and investment policies pertaining to a wide range of funding situations.  He was directly involved in developing the investment philosophies, decision processes, and asset modeling systems used by the investment organizations with which he was associated. 
 
Mr. Kendrick has a B.S. degree in Finance from West Liberty State College and an M.B.A. from WV College of Graduate Studies. Don also attended the Darden Graduate School, University of Virginia, receiving his certificate in Sales Management and Marketing Strategy in 1991; completed his Investment Consulting Certification at the University of Pennsylvania Wharton School of Finance in 1993; and received his diploma from the University of Oklahoma Graduate School of Commercial Lending in 1996.  He is a member of AIMSE, International Foundation of Employee Benefit Plans, Rotary, Chamber of Commerce and several civic organizations.