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Clark is one of a select few Chartered Financial Analyst (CFA) charter holder and Certified Financial Planner® (CFP) with over twenty years of seasoning in investment management and wealth management strategies. As a founder of Kendall Capital Management, Inc., Clark is focused on providing intelligent, independent, financial direction to high-net-worth individuals and institutions. In 2007, Clark was the recipient of 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. Clark’s previous experience includes acting as the Chief Investment Officer at Potomac Asset Management from 1999 to 2004. 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 Senior Investment Officer and member of the Bank Investment Committee and Trust Investment Committee at Sandy Spring Bank of Maryland.Clark is a former equity seat holder on the New York Stock Exchange (NYSE), an active member of the Washington Society of Chartered Financial Analysts and the trustee and treasury for the Sandy Spring Museum. Clark is a current member and Past President of the Olney Lions; current active member and past board member of the Montgomery County Estate Planning Council; currently a Boys Scout leader and basketball coach for the Olney Boys and Girls Club; former Treasurer and Director of the Manna Food Bank of Rockville, Maryland; and a former director of the Downtown Jaycees of Washington, DC. Clark is a graduate of James Madison University and holds a BBA in Finance and Economics. |
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Paola is
the Portfolio Manager for Kendall Capital Management’s
Fund of Mutual Funds product. Paola also provides analytical
expertise in the areas of mid-cap equity and mutual fund research.
Paola served as Portfolio Manager, Investment Analyst and member
of the Investment Policy Committee for Potomac Asset Management
from 2001 to 2004. Paola started her business career by relocating
to the Washington DC metropolitan area in 1998, earning an internship
with an investment adviser at the firm of Morgan Stanley Dean
Witter. Paola holds a B.S. degree in Economics from the Rosario
University in Bogotá, Colombia and a Masters of Science
in Finance from Johns Hopkins University, Baltimore Maryland.
Paola is Series 65 registered.
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Marjorie serves as the client service
manager for Kendall Capital Management. She is responsible
for client relationships, which includes servicing client’s
needs in the area of account access, distributions and account
set ups. She also is responsible for corporate information
system and client services data processing. System management
involves managing our secured data networked of computers closely
linked to outside databases and securities transaction processing
services. Marjorie created the company website and is
responsible for maintaining the site. Additionally, she
designs the Kendall Capital Management marketing material. Marjorie
has previously worked as a Web Designer for Cubix, Inc., a Sales
Representative for Vector Marketing and as an Administrative
Assistant for the Kehilat Shalom-Religious School. Marjorie
has a Bachelor degree from Frostburg State University where
she studied Art Design and Art History.
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