Robert Kendall

Bob Kendall has Thirty years' experience in the financial services industry, including the launch of several start-up operations as well as hands-on trading-floor expertise. He was a top producer in the 1980’s producing well over a million dollars in production. His real claim to fame was when he called the downturn in the stock market in September of 1987. This call landed the head financial analyst at a 4500 rep regional firm.

Mr. Kendall also has managed large portfolios with his former broker dealer he founded as well as association with a large hedge fund. Mr. Kendall has distributed his research on Bloomberg and consulted many of the world largest banks on the management of their bond portfolios during the 90’s During the balance of the 90’s to today he has been developing software to help financial advisors build their practices with a “Private fund” concept
For the past 10 years he has worked with financial advisors to build their own branded products through the use of the Virtual Portfolio Manager /VPM. This has given him the designation of the “Product Coach”.

Mr. Kendall’s customers are some of the largest and most prestigious advisors in the country. He is also one of the preferred suppliers for one of the largest financial coaching firms in the country.
Currently hundreds of financial advisors managing over 15 billion in assets are using the VPM software and products that Bob helped them to build.

In addition to the various professional undertakings listed above, Mr. Kendall has remained active as a market trader throughout the past three decades.

The breadth of business savvy garnered from both his extensive professional and personal market-related endeavors ensures the leadership/management skills necessary to establish EPOC Partners as a leader in the industry.