ABOUT
Our team
We believe that investment excellence starts with people. Our team is made up of experienced marketing, investment, and client service professionals who bring deep expertise and diverse perspectives to every relationship.
We operate as one team—sharing insights, challenging ideas, and working collaboratively across disciplines. This collective approach ensures that our clients benefit from the full depth of our firm’s resources rather than the perspective of any one individual.
Our culture is rooted in integrity, independence, and a commitment to client outcomes. We measure success not just by performance, but by the trust we build and the long-term partnerships we sustain.
Kerry Holubecki Marketing Analyst
Kerry joined the firm in 2009 and serves as a Marketing Analyst. In this role, she is responsible for coordinating various marketing-related projects for the marketing and inside sales teams. She also serves as a liaison between the marketing and compliance teams.
Dan Kupiec, CFA Senior Investment Analyst
Dan joined the firm in 2014 and serves as a Senior Investment Analyst. In this role, he works closely with the firm’s Chief Investment Officer and leads integral components of our asset allocation, security selection, data aggregation and investment publication processes. He also provides analytical and research support to the firm’s Portfolio Managers.
Thomas McKinstry, CFA Head of Investments
Tom joined MainStreet Advisors in 2016 and has been the firm’s Head of Investments since 2018. In this role, he is responsible for directing and coordinating the firm’s strategic asset allocation, portfolio construction and security selection processes. His responsibilities also include current and potential manager due diligence and monitoring, as well as company, industry and sector-level analysis. Tom is Chair of the firm’s Equity Committee and a voting member of the Investment Committee. Additionally, he co-manages CMAs’ Large Blend portfolio.
Tara Zientek Head of People
As Head of People, Tara handles a wide variety of assignments. She is responsible for managing board and committee meeting logistics, as well as facilitating board communications. In addition, Tara maintains key corporate documents and records, and manages the firm’s annual meeting. With over 28 years of industry experience, Tara brings both valuable experience and industry knowledge to the Capital Market Advisors team.
Emanuel April Trade Operations Specialist
Emanuel joined the firm in 2025 as Trade Operations Specialist responsible for overseeing the daily execution and settlement of investment trades across various platforms. With a strong focus on accuracy and efficiency, Emanuel manages portfolio cash flows, ensures proper trade affirmation, and addresses operational exceptions such as overdrafts and trade breaks.
Joseph Crosson Managing Director
Joe joined the firm in 2025 as a Managing Director. In this role, he is responsible for leading the firm’s Outsourced Chief Investment Officer (OCIO) initiative delivering customized investment solutions. Prior to joining CMA, he worked in wealth management, investment banking, and family office portfolio management, most recently managing investments and relationships at the Ariens Family Office.
Sara Haley, CSOP™, CFIRS™, CAMS, CTOP™ Senior Operations Consultant
Sara joined the firm in 2017 and serves as a Senior Operations Consultant. In this role, she works to ensure seamless integration between Capital Market Advisors’ clients and their Trust Accounting platforms not only with the onboarding of new clients, but also to enhance current relationships with more automation in the trading process.