Fund Inception | 11/15/2021 |
Name of Issuer | Crossmark Steward Funds |
Fund Advisor(s) | Crossmark Global Investments, Inc. |
Sub-Advisor(s) | -- |
Fund Managers for SMNAX
Robert Doll
Portfolio Manager since 11/15/2021
Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing his 41 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark largecap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen
Ryan Caylor
Portfolio Manager since 11/15/2021
Ryan joined Crossmark in June of 2016 and currently serves as a Portfolio Manager & Head of Research. He is
responsible for generating independent and differentiated fundamental
research on markets, sectors, and individual companies in support of
Crossmark's Portfolio Managers and Investment Teams.
Prior to joining Capstone, Ryan was a sell-side Equity Research Associate at
Tudor, Pickering, Holt & Co. (TPH) covering competitive power and electric
utility stocks. Prior to TPH, Ryan was an Associate in the Energy Valuation
Group at PricewaterhouseCoopers. Ryan graduated from Tulane University
in New Orleans with an undergraduate degree in Finance, as well as Masters
degrees in Accounting and Finance. He currently holds his Series 7, 63, 86,
and 87 securities licenses.