Clark Kendall, CFP®, CFA, AEP® in

Clark Kendall, CFP®, CFA, AEP®

Supporter · DISC type s
President at Kendall Capital Management, Inc.
📍 Rockville, Maryland, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
28 Years
Current Role
President
Location
Rockville, Maryland, United States
Personality Overview

How Clark shows up

Thoughtful In Approach
Procedural
Slow To Decisions

Their decisions are defined by the possible value that they can bring to the organization.
 They get along well with all people. They are unlikely to become strong champions as they don't prefer pushing other people.

Priorities

Topics Clark cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2005
President
Kendall Capital Management, Inc.
7-1999 - 12-2004
Chief Investment Officer
Potomac Asset Management
6-1997 - 7-1998
Vice President
Atlantic Trust Company (Pell Rudman)
6-1996 - 6-1997
Global Private Banker
RBC
Senior Trust Investment Officer
Sandy Spring Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-1979 - 5-1983
BBA
James Madison University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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