Kendrick Wakeman

Kendrick Wakeman, CFA, is an accomplished financial professional and entrepreneur with extensive experience in wealth management and financial technology. Currently serving as Co-Founder and CEO of WealthTech Strategy Partners since April 2023, Kendrick provides leadership and strategic direction to the firm, which specializes in consulting services for the WealthTech sector. In addition to this role, Kendrick is a Board Advisor at Sora Finance, a Mentor at The Founders Arena, and a Strategic Advisor at First Rate Ventures. Previous experience includes founding and growing FinMason, Inc. into a leading investment analytics platform, along with senior roles at Badon Hill Asset Management and Lazard Asset Management. Kendrick's educational background includes a degree from Dartmouth College and the Chartered Financial Analyst designation from the CFA Institute.