Frank Martin, CFA
Frank has 45 years of investment industry experience. While a partner at McDonald & Company, he founded McDonald Capital Management in 1987, he acquired and changed its name to Martin Capital Management. Frank holds a B.A. in Investment Management from Northwestern University and an MBA with honors from Indiana University at South Bend. Frank is on the boards of various charitable organizations. A prolific writer, he is the author of two investment books.
Ho Jun Yang
Ho Jun was a member of our 2015 intern class and joined the team permanently in 2016 after receiving his B.A. from Brown University, double majoring in International Relations and Economics. Prior to joining us, he had a diverse set of experiences in the fields of diplomacy, law, and investment banking in both the United States and Brazil. Ho Jun was also selected to attend the Youth Program of the XV World Summit of Nobel Peace Laureates.
Jeff has been in the financial and investment industry for nearly 20 years, working in investment research and financial planning, as well as holding managerial positions at banking institutions and a mutual fund service firm. Jeff holds a B.A. in Finance and Political Economy from Hillsdale College.
Dallis previously served Goshen College as Controller, overseeing the College and the endowment fund’s finances. Prior to that, Dallis was a partner at Stauffer & Company. She holds a B.A. in Business Administration from Goshen College and is a Certified Public Accountant in the state of Indiana.
Kristen holds a B.A. with high distinction in General Studies, including minors in Anthropology and Sociology, from Indiana University South Bend. She works directly with clients to handle all service requests.