Clark Kendall (AEP, CFA®, CFP®)

Clark Kendall focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • Estate & Generational Planning Issues

Planning Specialties

Clark has over thirty years of experience in investment management and wealth management strategies. In the early 1990s he became one of the first financial professionals to earn the Chartered Financial Analyst (CFA) and a Certified Financial Planner® (CFP) designations. As a founder of Kendall Capital, Clark is focused on providing intelligent, independent financial direction to high-net-worth individuals and families in and around Montgomery County, Maryland.

In 2007, Clark received the Accredited Estate Planner (AEP) designation from the Montgomery County Estate Planning Council for his many and outstanding years of service in the wealth management industry. He is one of very few advisors who can claim the combined designations of CFA, CFP® and AEP. Clark’s previous experience includes acting as Chief Investment Officer at Potomac Asset Management from 1999 to 2004.

Clark is a graduate of James Madison University and holds a BBA in Finance and Economics. Before joining Potomac Asset Management, Clark served as a Vice President, member of the Investment Committee and portfolio manager for Pell Rudman Trust Company—an international investment firm. Clark previously served as a global private banker at the Royal Bank of Canada. From 1990 to 1996, Clark was the first, Senior Investment Trust Officer and member of the Bank Investment Committee at Sandy Spring Bank. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a member of the Washington Society of Chartered Financial Analysts.

Additional Information

Committed to serving his community, Clark sits on various boards and is involved with many worthy organizations, including the Olney Boys and Girls Club (OBGC), Olney Lions, Sandy Spring Museum and Montgomery County Estate Planning Council. He especially enjoys being a Boy Scout leader and coaching basketball for the Olney Boys and Girls Club. 

Kendall Capital Management is an independent, fee-only advisory firm offering planning and investment services to the middle-class millionaire throughout Montgomery County, Maryland. Our knowledgeable, experienced professionals work with you to deliver customized solutions to your financial challenges by getting to know you first then researching best products and services available that makes sense for your unique situation.

As a fee-only firm, we do not charge commissions on any products so you can be assured that you are receiving objective recommendations based solely on your best interests. Focused on your success, we are committed to helping you preserve, strengthen and grow your wealth.

NAPFA Start Date

September 15, 2005

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This Office

600 Jefferson Plz Ste 410 Rockville, MD 20852-1193 Phone: (301) 838-9110 Fax: (301) 838-9113