Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst® (CFA), Accredited Estate Planner® (AEP®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) programs. 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®. Prior to founding Kendall Capital in 2005, 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.
When I see people retire and move to different parts of the country, 70 to 80 percent of the time, it’s to be close to family.