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Advisor Information for TRDFX

Fund Inception01/31/1952
Name of IssuerCrossmark Steward Funds
Fund Advisor(s)Crossmark Global Investments, Inc.
Sub-Advisor(s)--

Fund Managers for TRDFX

Rob Botard, CFA
Portfolio Manager since 08/28/2023
Rob joined Crossmark in 2022 and serves as Managing Director - Portfolio Manager within the Equity Investments team. Rob has more than 30 years of investment management experience. Prior to joining Crossmark, he served as a portfolio manager at Invesco focusing primarily on the company's dividend value investment strategies. Rob holds a B.B.A. in Finance and International Business for the University of Texas at Austin and a Master of international Management from Thunderbird, The American Graduate School of International Management. He is also a CFA charterholder.
Andrew Cullivan
Portfolio Manager since 06/21/2024
Andrew Cullivan joined Crossmark’s investment team as a Portfolio Manager in April 2024. He is responsible for managing Crossmark’s enhanced index products and custom equity index solutions. Prior to joining Crossmark, Andrew spent over a decade in the financial services industry, most recently serving as a portfolio manager for First Trust Direct Indexing L.P. (formerly Veriti Management; acquired by First Trust Capital Partners, LLC). During that time, Andrew developed and implemented a systematic investment platform for management and trading of customized separately managed accounts with a focus on direct-indexing strategies, including values-aligned strategies for institutional clients and tax-aware strategies for high-net-worth investors. He began his career with FactSet Research Systems Inc. specializing in quantitative and risk management solutions, serving clients in the Northeast and Canadian regions. Andrew earned his bachelor’s degree in finance from Bentley University and is a CFA Charterholder®.