He'll help formulate NAPFA's positions on legislative and regulatory issues of importance to fee-only financial advisors and their clients
ROCKVILLE, Md., May 2, 2023 /PRNewswire-PRWeb/ -- Clark Kendall, President & CEO of Maryland's Kendall Capital, has joined the Public Policy Committee of the National Association of Personal Financial Advisors (NAPFA), the foremost professional association advancing the interests of fiduciary, fee-only financial planners and their clients.
The 10-member Public Policy Committee formulates NAPFA's positions on legislative and regulatory issues of importance to the fee-only financial planning community and communicates them to members, the media, policymakers and consumers.
"The integrity of financial professionals is crucial to Americans' ability to achieve their financial goals and build wealth," Kendall says. "I'm proud to be part of NAPFA's efforts to maintain the highest professional standards and influence policy in ways that benefit financial consumers."
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.
He 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, he was the chief investment officer at Potomac Asset Management (1999-2004). Earlier, he served as Vice President, Investment Committee member and Portfolio Manager for Pell Rudman Trust Company, an international investment firm. Kendall also served as a global private banker at the Royal Bank of Canada.
Kendall has authored two books outlining strategies for building and enjoying wealth – Middle-Class Millionaire and, with Carol Petrov, Middle-Class Millionaire Women. He is a respected commentator on financial and economic issues who is frequently quoted in news outlets such as The Wall Street Journal, the Associated Press, USA Today, Fortune and CNBC. He also offers financial insights on local television news segments in Washington, DC.
Kendall is a graduate of James Madison University and holds a BBA in Finance and Economics. He resides in Sandy Spring, Maryland with his wife Diane.
Media Contact
Herb Perone, On the Marc Media, 301-512-7636, [email protected]
SOURCE Kendall Capital
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