BBBSNCA - Key Persons
Clark 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. Years ago, Clark obtained these designations instead of going for an MBA because he had the desire to have thorough knowledge of wealth management issues for individuals and families to help and serve others to the best of his ability.
Job Titles:
- Head of Business Development at Toast
David Adelman is Head of Business Development at Toast, the nation‘s leading restaurant technology platform. Before joining Toast, he was Vice President of Global Partnerships at Via, driving the on-demand transit tech company's rapid expansion to over 20 countries...
Job Titles:
- Community Outreach Coordinator
Mr. Khwaja is a partner at KPMG, a global network of professional firms providing audit, tax and advisory services. He currently serves in KPMG's government and public sector practice providing audit and advisory services to various federal clients. He also is a member of the Accounting Advisory Council at George Mason University. A father of two, he resides in Arlington, Virginia.
Ms. Wall is the Executive Vice President, Advocacy at SIFMA. She is SIFMA's senior government affairs officer and is responsible for leading SIFMA's advocacy efforts.
Job Titles:
- Chairman Emeritus
- Partner at Steptoe
Joe Caldwell is a partner at Steptoe, after recently serving as partner at Baker Botts L.L.P. He is a Big Brother in the Bigs In Schools Program.
Job Titles:
- General Counsel
- Director, Assistant General Counsel in the Legal Department at Capital One
Mr. Holman is a Director, Assistant General Counsel in the Legal Department at Capital One focused on private capital markets transactions and regulations. Mr. Holman holds an undergraduate degree from Georgetown University's McDonough School of Business...
Job Titles:
- Vice President of Development
Job Titles:
- Senior Wealth Manager at BNY Mellon Wealth Management
Margot is a Senior Wealth Manager at BNY Mellon Wealth Management. In her role, she partners with families, business owners, and executives on strategically managing their financial strategy and plan. With a deep background in financial and investment management, Margot is dedicated to helping her clients understand their financial story in an informed and empowered way.
Job Titles:
- Administrative Assistant & Event Planner
- Communications, Marketing, and Events
Job Titles:
- Certified Public Accountant
Meyroodjy (DJ) Delva is a Certified Public Accountant and has served as an audit professional in KPMG's Technology, Media, and Telecommunications (TMT) practice since 2015
Job Titles:
- CEO
- President
- Agency Administration
Michael Sanzi brings a diverse track record of business development, fundraising and strategic operations management experience to the table, spanning over 25 years in both the non-profit and for-profit sectors...
Job Titles:
- Chairman Emeritus
- Co - Owner and Officer in Charge
Pat Caulfield is Co-Owner and Officer in Charge of day-to-day operations of Coakley & Williams Construction, Inc., in Bethesda, MD.
Petch Gibbons is former Chairman of the Board and was a Big Brother. He remains a very active member of the Board of Directors.
Bob Harris is a land use and real estate attorney who helps landowners strategically improve the use and value of their real estate. He represents commercial, residential, and institutional landowners before planning commissions, courts, government agencies, and elected officials to obtain development approvals and protect land use rights in Montgomery County, Maryland and surrounding jurisdictions.
Job Titles:
- Chairman Emeritus
- President & Founder of Coakley Realty
Rory S. Coakley, the President & Founder of Coakley Realty since 1989, is a licensed Real Estate Broker and Certified General Appraiser in the state of Maryland, Virginia and D.C.
Job Titles:
- Director, Community Relations
Job Titles:
- Chairman and CEO of Liquidity Services, Inc
- Fundraising Chair
William P. Angrick is Chairman and CEO of Liquidity Services, Inc (LSI), which was founded in 1999.