Wendell provides specialized investment options to clients and shares with them the unique insight gained from more than 48 years of modeling the behavior of machines, processes and people.

He earned his Bachelor of Science degree in mechanical engineering from The Ohio State University in 1974. In 1980 he was licensed as a Professional Engineer and in 1990 obtained his MBA from Canisius College in Buffalo, N.Y. Since 1992 he has published an investment newsletter with advice derived from a proprietary model of global equity markets.

He lives near Richmond, Va., with his wife, Jeanie. He and his wife are the parents of three adult sons. Outside of his responsibilities as an investment advisor, he actively engages with notable “20 and 30-something-age” young people to help them debrief their life. Beginning by listening carefully to their spiritual journey, he helps them discover their identity and calling and to navigate their next steps.