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. The firm was founded on the belief that by combining a full range of investment services (securities, real estate, and private equity) and financial planning (high tech meets high touch) Kinloch Capital could set a new and higher industry standard.

 

Kinloch Capital’s partners are experienced, credentialed, and responsive to client needs. From the beginning, we have focused on earning the utmost respect of each client by serving as an essential advisor and trusted resource throughout their lives.

 

Peter Walls

Founding Partner

Chief Investment Officer

 

Peter serves as the Chief Investment Officer at Kinloch Capital.   A financial professional for more than 20 years, he has worked on behalf of clients at Prudential Insurance, Wachovia Securities, and Merrill Lynch.

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 and craft brewery scene.

 

Education

Wake Forest University
B.A. Economics, Cum Laude

Virginia Commonwealth University
Candidate:  Graduate Certificate in Real Estate and Urban Land Development

Licenses & Certifications

VA Insurance License

 Series 65, Registered Investment Advisor

Certified Financial Planner

Chartered Market Technician Designation

Jennifer Berdell

Founding Partner

Director of Financial Planning and Wealth Management

 

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

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.

Education

Indiana University of Pennsylvania

Business

 

Certifications

Certified Financial Planner

Certified Divorce Financial Analyst

Patty Soileau

Director of Client Services

 

Patty came to Kinloch Capital with over 25 years of experience in the Brokerage/Financial  Services industry.  She has previously served in various roles including operations specialist, product sales and marketing, sales support and as a Financial Advisor.

Patty’s vast knowledge and expertise in the industry assures that our clients will receive the utmost care in all areas surrounding their relationship with Kinloch.

 When not working with our clients, Patty enjoys volunteering with various local theatre companies and is also very involved in her church, Historic St. John’s Episcopal Church in Richmond’s Churchill neighborhood.

 

What We Do

In a sea of ‘sameness’ and ‘me too’ on Wall Street, Kinloch Capital brings a number of identifiable differences to both the investment management and financial planning process. 

Our Partners