Clark Kendall

Clark Kendall

CFA, AEP®, CFP®
President & 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®) programs. Many years ago, Clark obtained these designations instead of going for an MBA because he had the desire to have thorough knowledge of wealth management issues for individuals and families in order to help and serve others to the best of his ability.

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 (1999-2004). Before joining Potomac Asset Management, Clark served as vice president, Investment Committee member and portfolio manager for Pell Rudman Trust Company, an international investment firm. Clark also served as a global private banker at the Royal Bank of Canada. From 1990 to 1996, Clark was the first investment officer at Sandy Spring Bank, where he was responsible for all investment functions of the Trust Department, while serving as a senior investment officer and a Bank Investment Committee member.

Clark currently is a Board member for the Big Brothers Big Sisters Organization of Washington, DC. Clark is an active member of the National Association of Personal Financial Advisors (NAPFA), helping with national legislative and regulatory issues of importance to fee-only financial advisors. He is a proud 30+ year member of the Olney Lions serving various positions such as board member, committee chair and president. In the past, Clark has served on the Executive Board for the Montgomery County Chamber of Commerce in which he was honored with the Business Advocate of the Year Award for his efforts in recoupling the Maryland Estate tax rate with the federal rates.

For many years Clark coached basketball for his four children with the Olney Boys and Girls Club, along with serving on the board that headed up the fund-raising campaign to restore the 18th century Falling Green building, which is now used for the headquarters for the OBGC organization. Clark also served as a Boy Scout Leader for Troop 759 in Ashton, MD, and in 2014 received the BSA Leadership Award for his 11-year commitment to the boys and their troop.

Clark is a graduate of James Madison University and holds a BBA in Finance and Economics. He resides in Sandy Spring, Maryland with his wife Diane.

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