Marx will assist the staff with daily account duties and requirements, including client requests for cash disbursements, deposits, and other needs. He will also be responsible for setting up and maintaining client accounts, compilation and completion of client, custodian, and firm paperwork, the review and maintenance of client transactions, and execution of general firm and client tasks, such as asset transfers, report preparation, and support of the firm’s investment team as needed.
“We are very excited to welcome Jared to the Kendall Capital team,” said CEO Clark Kendall. “His educational background and enthusiasm for the financial services and wealth management fields make him an ideal addition to the company to assist with our current needs as well as driving us toward our future goals.”
Marx brings a B.S. degree in finance and financial services management from Virginia Tech to the position, as well as additional past work experience with the office of Maryland Governor Martin O’Malley and Kenwood Country Club in Rockville, Maryland.