KENDALL CAPITAL MANAGEMENT

KENDALL CAPITAL MANAGEMENT of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 134740). Regulatory assets under management: $743.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (13)

NameRoleLocation
Clark Alan KendallPRESIDENT & CEO
Carol Larissa PetrovVICE PRESIDENT & SENIOR RELATIONSHIP MANAGER
Jason Michael TkachSENIOR PORTFOLIO MANAGER
Brian Gibbon MattoxCHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER
Diane P KendallTRUSTEE OF THE KENDALL FAMILY TRUST
KENDALL CLARK ALANPRESIDENT & CEO; PRESIDENT/CHIEF COMPLIANCE OFFICER
SAENZ PAOLAVICE PRESIDENT
BRUENING PAOLA SAENZVICE PRESIDENT; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER
PETROV CAROL LARISSARELATIONSHIP MANAGER; VICE PRESIDENT OF FINANCIAL PLANNING AND CLIENT SERVICES; VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER
TKACH JASON MICHAELPORTFOLIO MANAGER; PORTFOLIO SPECIALIST; SENIOR PORTFOLIO MANAGER
MATTOX BRIAN GIBBONCHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER; SENIOR PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER
KENDALL DIANE PTRUSTEE OF THE KENDALL FAMILY TRUST
Diane P. KendallTRUSTEE OF THE KENDALL FAMILY TRUST

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