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.
Steve Keck, CFA, Investment Committee Member
Steve is a senior member of ICR Partners' research team and serves on the firm's Investment Committee. He brings over 30 years of investment research and strategy experience. Previously, Steve served as Managing Director of Research at Access Partners and as Chief Investment Strategist at Old National Trust Company. He is also a Principal at Mulberry Capital Management. Steve earned a BA from Purdue University and an MBA from Michigan State University. He is a CFA® Charterholder.
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.
Jordan McGuire Investment Analyst
Jordan joined the firm in 2024 as an Investment Analyst. In this role, she collaborates closely with members of
the investment team in key aspects of asset allocation, security selection, data aggregation, and investment publication processes. She also provides research and analytical 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.
Robert Mehringer, CFA Chief Investment Officer
Bob is the President and Founder of ICR Partners, where he leads the firm’s investment strategy and chairs its Investment Committee. Under his leadership, ICR has forged strong partnerships with technology providers to streamline the delivery of model portfolios and separately managed accounts. He is dedicated to driving innovation and efficiency in portfolio management to better serve clients.
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 President
Barry is the founder of CMA 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.
Tony Aukett Fixed Income Manager
Tony is a Fixed Income Manager for Capital Market Advisors and is responsible for management of both taxable and tax-exempt securities in client accounts. Prior to joining CMA, Tony was Manager of Fixed Income Trading at HighTower Advisors.
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.
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.