Key Management

Board of Advisors and FCI Staff

Front row from left to right - John Robinson, Gaurav Gupta, Craig Kendall, Ray Yzer

Back row from left to right - Wen Deng, Melanie Martin, Mike Pocalyko, Jack Crowley, Matthew Marchetti, Jamie Walters

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.

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

Ray Yzer

   

Ray Yzer has 10+ years experience in alternative investments.  He is responsible for developing business relationships with independent brokers that offer FCI’s programs.  Ray holds a Bachelors of Arts degree in economics from George Mason University in Fairfax, VA.

He can be reached at ryzer@financialii.com

Matthew Marchetti

Matthew holds a Bachelors of Science degree with a major in accounting & minor in economics from Providence College in Rhode Island.  He also holds the FINRA Series 6, 63, & 26 registrations, and is an NFA member with his Series 3 & 34.  He is currently studying for his Series 65.

He can be reached at mmarchetti@financialii.com

Wen Deng

Wen Deng holds a Ph.D. degree in Biochemistry from the George Washington University.  He also holds FINRA Series 3, Series 7 and Series 66 registrations.

He can be reached at wdeng@financialii.com