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
M.S. Business, Real Estate & Urban Land Development,
Summa Cum Laude
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.
Jennifer recently won the 2023 RVA Power Women Award for Banking and Finance.
Education
Indiana University of Pennsylvania Business Marketing
Features
Winner of the 2023 RVA Power Women Awards for Banking and Finance
Licenses & Certifications
VA Insurance Licence
VA Real Estate Agent
Series 65, Registered Investment Advisor
Certified Financial Planner®
Certified Divorce Financial Analyst
Bailey Thornton, CFP
Wealth Manager
Bailey joins us after working at Davenport & Company LLC for the last 5 years. Prior to that, she worked for investment banking firm Harris Williams in the Healthcare Practice Area. She holds a degree in business from the Pamplin School of Business at Virginia Tech. She also holds her Certified Financial Planner® designation.
In her free time, Bailey, her husband Trey, and son Henry enjoy playing outside with their dog and two cats, spending quality time with family and friends and cooking together. Bailey also enjoys traveling, sporting events, yoga, playing tennis and reading a good book.
Education
Virginia Tech
B.S. Business Administration
Licenses & Certifications
Series 66, Registered Investment Advisor
Certified Financial Planner®
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
