Clark Alan Kendall
Algemeen Directeur bij Kendall Capital Management, Inc.
Profiel
Mr. Clark A.
Kendall, CFA, is a President & Chief Executive Officer at Kendall Capital Management, Inc. He has over 30 years of investment management and wealth management experience.
Prior to founding Kendall Capital in 2005, Mr. Kendall was the Chief Investment Officer at Potomac Asset Management (1999-2004).
Before joining Potomac Asset Management, he served as Vice President, Investment Committee member and Portfolio Manager for Pell Rudman Trust Company, an international investment firm.
He also served as a Global Private Banker at the Royal Bank of Canada.
From 1990 to 1996, he 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.
He is a former equity seat holder on the New York Stock Exchange and a member of the Washington Society of Chartered Financial Analysts.
He is a graduate from James Madison University and holds a BBA in Finance and Economics.
He also holds the CFA, CFP, and Accredited Estate Planner designations.
Actieve functies van Clark Alan Kendall
| Bedrijven | Functie | Begin |
|---|---|---|
Kendall Capital Management, Inc.
 Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then. | Algemeen Directeur | 01-01-2005 |
Opleiding van Clark Alan Kendall
| James Madison University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Kendall Capital Management, Inc.
Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then. | Finance |
