Virginia-Based Wealth Firm Adds Veteran To Team

Tom Burroughes

22 December 2016

Equity Concepts, a comprehensive financial services firm based in Richmond, Virginia, has appointed wealth manager G F "Penn" Pendleton III to its ranks.

Pendleton will work with the firm's wealth management team of Shannon Carter, MBA, CFP, and Jinette Chiappetta, CPA.

Pendleton has more than 40 years's experience in banking, investments and insurance. Prior to joining Equity Concepts, Pendleton spent more than 16 years as a principal and director of Clark/Bardes. He's been a member of the National Bankers Association, and in 2006, was the recipient of the Donald H Alexander Trailblazer award for distinguished service to the minority-owned banking community.

The firm was founded in 1991.