investment committee

The Investment Committee meets annually during Leadership Days and monthly via conference calls in order to review the Auto Care Association’s portfolio performance. The Investment Committee reviews and approves investment decisions to ensure they comply with the guidelines of the Auto Care Association’s Policy Statement including, but not limited to, style and asset allocation.

Committee Chair

Michael Klein, Armored Auto Group, Garland, TX

Committee Members

  • Jack D Ancich, Trans-Western Marketing, Fife, WA
  • David Caracci, Caracci Aftermarket Strategies, Port Orange, FL
  • Brian Cruickshank, University of the Aftermarket, La Canada Flintridge, CA
  • Robert Egan, Egan & Associates, Beverly Hills, MI
  • Mark Finestone, AutoZone, Inc., Memphis, TN
  • Michael Klein, Las Colinas Investments, Naples, FL
  • Ken Marker, Wells Fargo Advisors, LLC, Overland Park, KS
  • Louis Merz, Aftermarket Growth Concepts, Boca Raton, FL
  • Joe Mittelman, Benton Park Properties, Laguna Niguel, CA
  • Jerry O'Pry, TCC (Technical Chemical Co.), Cleburne, TX
  • Mort Schwartz, Schwartz Advisors, LLC, Calabasas, CA
  • Margo Shepard, Wells Fargo Advisors, LLC, Overland Park, KS

Committee Liasion

Nathan Perrine, Auto Care Association 

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