Clark Kendall, CFA, AEP®, CFP®
President and CEO
Clark Kendall founded Kendall Capital in 2005 and serves as President and CEO. He has more than 30 years of investment management and wealth management experience and a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst® (CFA), Accredited Estate Planner® (AEP®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification programs. Many years ago, Clark obtained these designations instead of pursuing an MBA because he desired thorough knowledge of wealth management issues for individuals and families in order to best help and serve others.
Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and continues to stay active as a member of the Washington Society of Chartered Financial Analysts®. Prior to founding Kendall Capital, Clark was the chief investment officer at Potomac Asset Management. He also served in various roles at Pell Rudman Trust Company, Sandy Spring Bank, and the Royal Bank of Canada.
Clark’s community involvement is extensive. He is on the Board of the Big Brothers Big Sisters Organization of Washington, DC, and is active in the National Association of Personal Financial Advisors (NAPFA). He is also a long-time member of the Olney Lions and has served on the Executive Board for the Montgomery County Chamber of Commerce.
For many years, Clark coached basketball for his kids with the Olney Boys and Girls Club, helped restore the 18th-century Falling Green building, and served as a Boy Scout Leader for Troop 759 in Ashton, MD. He is a graduate of James Madison University with a BBA in Finance and Economics and lives in Sandy Spring, Maryland, with his wife, Diane.