OUR TEAM

A collaboration of brilliant minds for your needs

Our investment team is comprised of seasoned experts in various areas of specialization. We are all dedicated to providing our expertise and resources to help individual and institutional investors meet their unique long-term financial goals.

MEET OUR INVESTMENT TEAM


OUR INVESTMENT TEAM

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CHRISTOPHER M. KOSTIZ

President, Chief Investment Officer

As Chief Investment Officer, Chris directs the strategy and structure of the discretionary model portfolios and leads the investment committee. He joined Advance Capital in 1993 and was appointed President of Advance Capital Management, Inc. in 2004. Chris earned his degree in Finance from Michigan State University and an MBA from Wayne State University.


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GREGORY MACKENZIE, CFA

Director of Fixed Income & Multi-Asset Strategy Research

Greg is responsible for research and investment management of the discretionary model portfolios. Previously, he was a private placement analyst for Asset Allocation & Management Co. Greg earned his Chartered Financial Analyst designation in 2003. He is a graduate of the University of Michigan with a Bachelor of Arts degree in Economics.


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VINCE VITALE, CFA

Director of Equity & Alternative Strategy Research

Vince is responsible for research and due diligence of equity and alternative investment managers utilized in ACM’s dynamic risk-based asset allocation portfolios. Previously, he was a Portfolio Manager for 5 years where he managed a Large and Midcap Equity mutual fund, he spent 4 years working as a Senior Associate at Duff & Phelps, LLC specializing in valuation consulting for private and public entities, and 2 years as a financial advisor. Vince earned his Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation. He is a graduate of Michigan State with a BA in Finance and Walsh College with a MS in Finance with a specialization in Financial Planning.


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JENNIFER COTALING, AIF

Investment Analyst

Jennifer is responsible for investment manager research and due diligence. She has extensive experience with manager research and due diligence, performance reviews, attribution analysis and other research projects.  In addition, Jennifer has more than 10 years of experience working as an investment analyst with an investment consulting firm. She received her Bachelor of Arts degree from Baker College.


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JOHN B. PELON

Institutional Business Director

John is responsible for overseeing the development and management of the firm’s institutional client and consultant relationships. John joined Advance Capital in 2014 and has 28 years of institutional investment experience. Previously, he worked for Comerica in the Institutional Trust Department and Asset Management Group, overseeing their investment consultant relationships. John has over 15 years of experience as an institutional investment consultant with Fund Evaluation Group, LLC and Aileron, Ltd. He has also worked in the Treasury Department of the Detroit Medical Center and at Manufacturers National Bank. John earned a Bachelor of Science degree in Finance from John Carroll University.


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JAMBRES MAXIMORE

Trader

Jambres is responsible for daily trading in discretionary accounts and serves as retirement plan coordinator. He joined the Advance Capital team in 2012 after working as a Compilation and Review specialist with various local CPA firms. Jambres earned his Bachelor of Science in Business Administration degree with an emphasis in Accounting from Lawrence Technological University and a Master of Science in Accountancy degree from the University of Phoenix.


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TODD MARRIOTT, CRCP

Compliance Manager

Todd is responsible for executing the compliance program, including: implementing, monitoring and testing the company's regulatory policies and procedures. After previous positions in the finance industry, he joined Advance Capital in 2010. In 2014, he received the CRCP designation from the Wharton/FINRA Certified Regulatory and Compliance Program. Todd earned his BBA from Walsh College and a Graduate Certificate in Accounting from Keller Graduate School of Management.


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KATHY HARKLEROAD, CRCP

V.P. & Chief Compliance Officer

Kathy is responsible for oversight of the Regulatory and Compliance functions. Prior to joining Advance Capital in 1990, Kathy worked in Treasury at Michigan Bell. She was appointed Secretary of the Advance Capital I, Inc. mutual funds in 1996. In 2004, she received the CRCP designation from the Wharton/FINRA Certified Regulatory and Compliance Program.