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, CFP CMT

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

Jennifer Berdell, CFP 

Founding Partner

Director of 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 Administration

 

Licenses & Certifications

 VA Insurance Licence

VA Real Estate Agent 

Series 65, Registered Investment Advisor

Certified Financial Planner

Certified Divorce Financial Analyst

 

 

Julian Farthing

Paraplanner

 

Julian hails from the UK and came to the States on scholarship, playing D-1 tennis for Longwood College.

After graduation, Julian went to work as a financial planner for Prudential before joining Kinloch Capital in the summer of 2020.

Julian continues his love for tennis by being a member of the 5.0+ league team at ACAC in Midlothian. When not in the office, or on the courts, he enjoys staying fit in the gym and hiking Virginia’s trails.

 

Education

Longwood University, B.S.B.A with concentration in Finance,
Magna Cum Laude

 

Licenses & Certifications

VA Insurance License

Series 66 Registered Investment Advisor

 

 

Patty Soileau

Director of Client Services

 

Patty joined Kinloch Capital with over 25 years of experience in the financial services industry.  She previously served in numerous roles including operations specialist, sales and marketing, advisor 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 Capital.

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