Experience

Kendall Capital Management, Inc.

• President

  • Jan 2005 - Present

  Rockville, MD My focus as President of Kendall Capital is to serve the Washington, D.C. area’s “Middle Class Millionaires” as a fee-only, fiduciary investment advisor. As the leader of seven talented financial professionals, I set the policies and procedures for our various investment strategies to ensure that our clients are able to meet their financial goals and objectives. I am a NAPFA- Fee Only, Fiduciary, Independent, Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial… Show more My focus as President of Kendall Capital is to serve the Washington, D.C. area’s “Middle Class Millionaires” as a fee-only, fiduciary investment advisor. As the leader of seven talented financial professionals, I set the policies and procedures for our various investment strategies to ensure that our clients are able to meet their financial goals and objectives. I am a NAPFA- Fee Only, Fiduciary, Independent, Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Analyst® and an Accredited Estate Planner®. Show less



Potomac Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Chief Investment Officer

  • Jul 1999 - Dec 2004

  Bethesda, MD As the CIO of Potomac Asset Management, a regional investment management firm, I established investment policies and procedures for clients in the private wealth management division.



Atlantic Trust Company (Pell Rudman)

• Vice President

  • Jun 1997 - Jul 1998

  Baltimore, Maryland Area Vice President, Portfolio Management serving the Mid Atlantic regional meeting the long term portfolio management needs of individuals and families in the greater Washington and Baltimore area.



RBC

• France
• Design Services
• 1 - 100 Employee

• Global Private Banker

  • Jun 1996 - Jun 1997

  New York, NY As a Global Private Banker with RBC, I established and maintained foreign domiciled trust for the benefit of United States and foreign residents.



Sandy Spring Bank

• Banking
• 1 - 100 Employee

• Senior Trust Investment Officer

  • 1990 - 1996

  Olney, Md I became the First Senior Trust Investment Office for Sandy Spring Bank by establishing the foundation for the bank’s trust in 1990, which included charting policies and procedures for the department. I gained extensive knowledge of domestic wealth management strategies, fixed income markets, and private client wealth management strategies.