Our firm was founded with a mission to provide hardworking individuals with personalized attention and high-quality financial services. We are big enough to provide broad expertise, but small enough to treat you like more than a number.
Based in Montgomery County, MD, in Metro Washington, DC, our team is available to meet with you in person here, or virtually wherever you move or live in the country.
A professional credential for individuals who specialize in estate planning services.
Designees have demonstrated a high fiduciary standard of care and the ability to serve the best interests of their clients.
Trained to assess alternatives investments such as hedge funds, venture capital, and private equity.
Have relevant work experience and passed a rigorous three-part exam on investment tools, valuing assets, portfolio management, and wealth planning.
Meet rigorous training, ethical and education standards and are committed to serving their clients’ best interests.
Focus on wealth accumulation, preservation, and distribution. Understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Designees are trained to assess, measure, and monitor financial risks in real-world situations.
Registered either with the Securities Exchange Commission (SEC) or state securities regulators and have a fiduciary duty to their clients to act in their clients’ best interest.
Registration as an investment adviser does not imply a certain level of skill or training.
Clark Kendall, CFA, AEP®, CFP®
President and CEO
Carol Petrov, CFP®, CPWA®
Vice President & Senior Relationship Manager
Brian Mattox, CFA, CAIA
Chief Investment Officer, Vice President
Jason Tkach, CFA
Vice President, Portfolio Manager
Nina Smith
Vice President, Strategy and Business Development
James “Dave” Walker, CFP®, AIF®
Lead Relationship Manager
Zemin Zhu, CFA, FRM
Assistant Vice President, Portfolio Manager
Katie Taylor
Client Service Associate
Justin Wunder
Investment Associate
The Kendall Capital team enjoys outings and attending community events, strengthening connections among our team and with our clients.
Kendall Capital is a well-established firm with a 20 year history in the Metro area and close ties to clients and our community. We offer passionate financial professionals a supportive culture and opportunities for professional development and career growth.
