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Investment Strategy Update with Kendall Capital

We’re excited to invite you to an exclusive virtual roundtable hosted by our portfolio management team. Join us for an in-depth discussion on Kendall Capital’s outlook regarding current economic and market conditions. Our team will also share insights into how we develop, implement, and maintain our proprietary investment strategies.

This roundtable is designed specifically for today’s Middle-Class Millionaire investors, and we encourage you to forward this invitation to anyone who may benefit from the discussion.

Our expert panel, including Clark Kendall CFA, AEP®, CFP®; Brian Mattox CFA, CAIA; Jason Tkach CFA; Zemin Zhu CFA, FRM; and Justin Wunder, will cover a range of relevant investment topics, including:

  • An update on the markets, economy, interest rates, inflation, Fed policy, and guidance on key market segments we like and those that raise concerns
  • Insights into portfolio design, including our mutual fund and individual equity selection process
  • The impact of investor behavioral biases on markets and portfolios

RSVP: Please register by Monday, February 24th. If you have questions, please reach out to Nina Smith at nsmith@kendallcapital.com or 240-801-7920.

  • Event Date

    February 27, 2025

    Event Time

    6:00PM - 7:30 PM

Event Location

This is a virtual event. Advance registration is required.

Register Now

Speakers

Clark Kendall, CFA, AEP®, CFP®

President & CEO

Clark A. Kendall, founder of Kendall Capital in 2005, passionately serves the middle-class millionaires of Washington, D.C., as a devoted fiduciary advisor. A former equity seat holder on the New York Stock Exchange (NYSE), Clark has over 30 years of experience and credentials including CFA®, AEP®, and CFP®. A father of four, he is actively engaged in community and mentorship programs and lives with his wife in Sandy Spring, Maryland.

Clark Kendall, CFA, AEP®, CFP®
brian mattox

Brian Mattox CFA, CAIA

Chief Investment Officer, Vice President

Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting investment managers, and implementing custom investment strategies for clients.

Brian Mattox, CFA, CAIA

Jason Tkach CFA

Vice President, Portfolio Manager

Jason brings a wealth of investment, trading, and research experience to his role as Vice President, Portfolio Manager. His responsibilities include the management and implementation of the Kendall Capital Income & Growth and GARP equity portfolios, client portfolio implementation, management and rebalancing, equity portfolio research, and the design and management of the firm’s trading process.

Jason Tkach, CFA

Zemin Zhu CFA, FRM

Assistant Vice President, Portfolio Manager

As Assistant Vice President, Portfolio Manager, Zemin is responsible for investment strategy construction and review, mutual fund selection and quantitative analysis, and workflow automation and processes optimization. Zemin has earned the right to use both the Chartered Financial Analyst® (CFA) and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a Bloomberg Essentials Online Training Program Acknowledgement.

Zemin Zhu, CFA, FRM

Justin Wunder

Investment Associate

As an Investment Associate, Justin is responsible for assisting with trade execution, account reconciliation, and rebalancing client accounts. He recently obtained his Series 65 license and is working towards a CFA® designation.

Justin Wunder