Strategic Investment Group

Kendall K. Rose, CFA

Partner, Client Services

Ms. Rose is responsible for client service and business development at Strategic. Prior to joining Strategic, she was the financial manager of a California real estate investment and development firm. She holds a B.A. from Harvard College and an M.B.A. from Darden Business School at the University of Virginia. Ms. Rose is a member of the CFA Institute and the CFA Society of Washington D.C. She has completed the Series 65 and 3 securities examinations.

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