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.
Nicholas Ihn Senior Research Analyst
Nick is a Senior Research Associate at CMA with extensive experience in the financial services industry. Since joining the firm in 2008, he has focused on capital markets, mutual fund, and investment manager research, while also contributing to a wide range of internal development projects.
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.
Nathaniel Simpson Business Development Associate
Nathaniel joined the firm in 2025 as a Business Development Associate. In this role, he supports business development initiatives, manages prospect outreach, assists with industry conferences, and collaborates with the sales and marketing teams to strengthen client and partner relationships.
Macy Sullivan Marketing Analyst
Macy joined CMA in 2026 and serves as a Marketing Analyst. In this role, she supports a variety of marketing initiatives and projects, assists with the development and execution of firm communications. Prior to joining the firm full-time, Macy interned with MainStreet Advisors, supporting a variety of marketing and creative development initiatives.
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.
Barry Mendelson, CIMA Founder of CMC /
Head of Growth
Barry is the founder of CMC with over 40 years of experience in investment consulting and wealth management. He has held senior leadership roles at Robert W. Baird & Co., Principal Financial Securities, First of Michigan, and Kemper Securities, where he developed innovative consulting platforms and advisory services. He is a longtime member of the Investment Management Consultants Association
and serves on the Editorial Advisory Board of the Investment and Wealth Management Monitor.
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.
Anna Bulot Investment Analyst
Anna joined the firm in 2026 as an Investment Analyst. In this role, she supports the firm’s investment team through quantitative and qualitative analysis of current and prospective investment opportunities. She contributes to portfolio management processes, investment committee discussions, and the development of client and prospect materials. Anna also supports third-party manager due diligence, investment research, and the analysis of market, economic, and portfolio data.
Dr. Abdur Chowdhury Chief Economist
Abdur is the Chief Economist at CMA with over 40 years of experience in economics, policy, and global advisory work. He previously served as Professor of Economics at Marquette University and as Chief Economist and Director of the Economic Analysis Division at the United Nations Economic Commission for Europe in Geneva. Dr. Chowdhury has held visiting and research appointments across Asia, Europe, and the United States and is a member of several leading economic associations.
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.
Roseanne Higgins, IACCP Chief Compliance Officer
Roseann serves as Chief Compliance Officer with Dinsmore Compliance Services and brings more than 25 years of experience in the financial services industry. Throughout her career, she has held leadership roles in FINRA/broker-dealer compliance, corporate compliance, Registered Investment Adviser compliance, and Human Resources. Prior to joining Dinsmore Compliance Services, Roseann served as Director of Compliance Services at KBC, where she oversaw client compliance programs and advisor relationships. Additionally, Roseann previously served as Head of Compliance and Human Resources at a boutique lending firm.