Philip Kendall

Director

Schwab Private Wealth Services

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Education

MBA, Corporate Finance, The University of Dallas

B.A. in Political Science and Government, The University of Texas at Austin

Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Phil works to create a high-level client experience, where his team partners with clients to understand their goals, create a personal plan, and provide investment guidance.

Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.

He holds a B.A. in Government from The University of Texas at Austin and an MBA from the University of Dallas. He is a CFA charter holder and is a CFP^®.

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