Key Management

Craig B. Kendall, CPA

Craig B. Kendall, CPA, is the principal owner and manager of the Financial Investment, Inc. (FII) family of companies. This includes Financial Commodity Investments (FCI), Financial Investment, LP (FILP) and Kendall & Company, CPA's.

His business experience includes more than 20 years in the finance, accounting and investment banking industries. In 1997, Mr. Kendall founded FII as an investment firm that acquires equities, private placement memorandums, and other investments. Established Financial Investments Limited Partnership (FILP), a limited partnership developed to capitalize on the opportunities available using proprietary trend tracking investment models.

Mr. Kendall holds FINRA Series 3 and Series 66 licenses.

Under Mr. Kendall's leadership, FII has been named an Inc. 5000 company nationally, and received the "Fantastic 50" award in 2008 and 2007 from the Virginia Chamber of Commerce. He led FCI to a ranking as a Top 20 Commodity Trading Advisor (CTA), in the Barclay Managed Funds Report.

He can be reached at ckendall@financialii.com.

Gaurav P. Gupta

Gaurav P. Gupta holds a Bachelor of Commerce and a Masters of Commerce degree with a major in accounting from Mumbai University in India. He also earned a Masters of Science in Finance from The George Washington University (GWU). While at GWU, he was the vice president of the Trading of Finance and Investment Club.

From June 2005 to May 2006, he worked with The American Council of Life Insurers. He holds FINRA Series 3 license. He is currently pursuing his Chartered Market Technician (CMT) designation.

He can be reached at ggupta@financialcii.com.

Melanie Martin

Melanie Martin has worked with FII since 1998, and is the administrative manager responsible for administrative operations of FII and FCI. She received her Bachelor of Arts degree from Franklin & Marshall College in Lancaster, PA in German and Business Management.

She can be reached at mmartin@financialii.com.

Nathan Rea

Nathan Rea - FII Business Development - graduated from James Madison University in Harrisonburg, VA, earning a business degree in finance, and has worked in the financial services industry for nine years. Nathan joined the FII team after spending four years in the compliance department of one of the nation's largest independent broker-dealers. He holds FINRA registrations 3, 4, 7, 24, 66.

He can be reached at nrea@financialii.com

Jamie Walters

Jamie Walters – FII/FCI Financial Analysis and Risk Manager – graduated cum laude from West Virginia University in August of 2008 earning a Bachelor of Science in Mathematics and a Bachelor of Science in Physics. In addition, Jamie holds a Master of Science in Finance from American University in Washington, D.C. Jamie is pursuing the CFA designation and the FINRA Series 6 registration. He holds FINRA securities registrations 3 and 65.

He can be reached at jwalters@financialii.com