John Buckingham leads a team that scrutinizes more than 300 stocks for money-management clients and newsletter subscribers. He is equally resolute in his management of the Al Frank Fund. Before the acquisition of the firm by Kovitz Investment Group in 2018, John was part of Al Frank Asset Management beginning in 1987, where he served as Director of Research since 1989 and Chief Portfolio Manager since 1990. John graduated magna cum laude from the University of Southern California in 1987 with a B.S. degree in computer science and a minor in business administration. His opinion is widely sought: John has appeared on numerous television and radio programs, is frequently interviewed by publications and conducts workshops at investment seminars.

Jason R. Clark, joined Kovitz Investment Group in 2018, as part of the Kovitz acquisition of AFAM Capital (which he joined in 2007). 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. Mr. Clark is also a regular contributor to the firm’s market commentary and newsletter. After serving in the United States Navy, Mr. Clark earned a Bachelor of Arts degree in finance, summa cum laude, from the University of West Florida.