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.
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.
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
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.
Indiana University of Pennsylvania
Certified Financial Planner
Certified Divorce Financial Analyst
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.