John Buckingham

Chief Investment Officer

John Buckingham of AFAM Capital lends his over 30 years of investment management experience to two crucial leadership positions. He serves as the editor of The Prudent Speculator, which has been a top-ranked investment newsletter, in terms of total return performance, many times over. Additionally, he serves as the Chief Investment Officer of AFAM Capital, a role he’s held since 1990, leading a team that scrutinizes thousands of stocks for money management clients. He is also the company’s largest shareholder. John started at AFAM Capital in 1987, forging his own path within the firm, and working and learning alongside the late Al Frank.

This level of expertise and knowledge often sees John featured in Barron’s, The Wall Street Journal and Forbes, as well as frequently contributing to CNBC, Bloomberg and Fox Business News. John offers his keen advice to all types of investors at seminars and events, and he dedicates the rest of his life to his wife and daughter.

Jason Clark, CFA

Portfolio Manager

Jason Clark has a bachelor’s degree in finance from the University of West Florida. As a member of the investment team, Jason is responsible for performing in-depth microeconomic research and fundamental analysis of individual stocks and industries. In addition, he works directly with clients to provide customized account management. Jason is also a regular contributor to the firm’s market commentary and newsletter. Prior employers were A.G. Edwards, Edward Jones and the United States Navy. He has 15 years of industry experience as equity research analyst, fixed income trader and portfolio manager. Jason is a CFA charterholder. Jason is married with two children and spends his free time coaching high school basketball and volunteering with his family in the community.

Chris Quigley

Senior Research Analyst

Chris earned his bachelor’s degree in economics from the University of Southern California. As a member of the research team, Chris Quigley conducts fundamental research and analysis. He is responsible for generating new investment ideas and maintains company, industry and macroeconomic models. Additionally, he is a regular contributor to the firm’s market commentary and newsletter. Chris joined AFAM Capital in August of 2011. Chris is married and enjoys biking, traveling and flying.

Chris (CT) Taylor

Director of Business Development

Chris joined Kovitz in 2018, as part of the Kovitz acquisition of AFAM Capital. He serves as Director of Business Development for The Prudent Speculator and the Private Client Group, responsible for initiating and cultivating new client relationships. Chris also contributes to the development of internal and external communications to enhance the client experience. In 2008, Chris earned a Bachelor of Science degree in Geographic Information Systems (GIS) from Ohio State University. He is licensed with FINRA under Series 7 and 65.

Zachary Tart

Portfolio and Research Associate

Zack joined Kovitz in 2019, where he performs fundamental research for the firm’s equity strategies and works with clients to provide customized account management. He also contributes to the firm’s market commentaries and investment newsletter. Prior to joining the firm, Zack was an analyst with a regional trust company and an independent wealth management practice. He is a veteran of the United States Navy with a Bachelor of Science in Ag Business Management from North Carolina State University and is currently a level II candidate in the CFA® Program. Zack lives in Orange County with his wife and two dogs. He is active in his local church and in his free time can often be found in the mountains or on the beaches of southern California.