About Us

Crossmark is a faith-based investment management firm dedicated to helping clients achieve their financial goals. We collaborate with financial intermediaries to serve a diverse clientele, including individual investors, religious organizations, retirement plans, foundations, and endowments. Our team of experienced investment professionals provide tailored investment strategies and model portfolios designed to meet long-term financial objectives.

 

Great investors

Industry veteran Bob Doll brings extensive experience to our investment team. As CEO and CIO, Bob’s deep understanding of market cycles and economic trends enhances the ability of our investment team to adapt to changing market conditions while adhering to a well-defined and consistent investment process. Victoria Fernandez, Chief Market Strategist and Head of Fixed Income, brings added experience needed to make informed decisions and provide regular communication and transparency to our valued clients.  Our team of investment professionals actively manage portfolios following a disciplined process that combines quantitative and qualitative analysis, risk management, and thorough market research. Crossmark is dedicated to serving our clients’ best interests, making decisions based on sound investment principles, and delivering strong, risk-adjusted, long-term performance versus relevant benchmarks.

Great culture

Crossmark is owned by a 501(c)(3) non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in.  Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture of empathy, collaboration, and social responsibility within our firm. This commitment reflects our core values and our dedication to serving our clients with integrity, and ultimately creates a culture of caring. We encourage a spirit of volunteerism, offering employees paid VTO (volunteer time off) to spend time in the community working on causes important to them. Crossmark has the privilege of sponsoring an annual mission trip giving employees the opportunity to help meet the needs of underserved communities.

 

We do the right thing.We do the right thing.We do the

We dream big, we give our all, and we are not influenced by fear.

We dedicate ourselves to serving our clients, our community, and our co-workers.

We are passionate about business expertise.We are passionate

We represent ourselves and our constituents with excellence.

Great people

Meet our team

Crossmark’s team of dedicated professionals brings diverse backgrounds and experiences to our work. All of our employees are committed to serving our clients with unwavering commitment.

  • ROBERT C. DOLL, CFA

    Chief Executive Officer and Chief Investment Officer
  • JAMES A. JACOBY

    Chief Operating Officer
  • JIM COPPEDGE

    General Counsel & Chief Compliance Officer
  • VICTORIA L. FERNANDEZ, CFA

    Chief Market Strategist
  • HEATHER LINDSEY

    Managing Director – Head of Distribution
  • GREGORY BRUNK

    Client Portfolio Manager
  • ANDY LASTER

    Managing Director – Head of Sales
  • KYU HAN

    Director of Internal Sales & Client Service
  • JORDAN IZUMI, CFP®

    Vice President – Platform Development & Strategic Accounts
  • ROB BOTARD, CFA

    Head of Equity Investments – Portfolio Manager
  • ZACH ABERCIA

    Regional Consultant
  • RYAN E. CAYLOR, CFA

    Portfolio Manager & Head of Research
  • JOVANKA CHARLES

    JOVANKA CHARLES

    Accounting Associate
  • Chantell Corgill

    CHANTELL CORGILL

    Senior Human Resources Associate
  • ANDREW CULLIVAN, CFA

    Portfolio Manager
  • JARED CULLIVAN

    Regional Vice President
  • COURTNEY CURTIS

    COURTNEY CURTIS

    Compliance Associate
  • PATRICK N. GARBODEN

    Senior Portfolio Manager, Municipal Fixed Income
  • GINA M. GARCIA

    GINA M. GARCIA

    Senior Trader
  • SETH GASICK, ChSNC®

    Regional Vice President
  • ROBERT GHANDOUR

    Regional Consultant
  • GRANT HEEMER

    Regional Vice President
  • MICHELLE HUNT

    MICHELLE HUNT

    Senior Operations Associate
  • KARALINE JEFFRIES

    Marketing Associate
  • KASSIANA JOHNSON

    Client Service Team Lead
  • MARCOS A. JUAREZ

    Senior Marketing Associate
  • ROBERT A. KARISCH

    Senior Regional Consultant
  • Tamra Kearl

    TAMRA KEARL

    Human Resources Director
  • GEO KUZHIPPIL

    Institutional Client Service Associate
  • Katy Cavalier

    KATY KNOTT

    Investment Operations Manager
  • MARY LYNN MEADOWS

    Regional Consultant
  • BIFF MILLER, CFA

    Consultant and Client Relations Director
  • MEGAN MILLER

    Chief Administrative Officer
  • SCOTT MUI

    SCOTT MUI

    Head Trader
  • TRACY OSSOWSKI

    Assistant to the Chief Executive Officer and Chief Investment Officer
  • Jacqueline Mireles

    JACQUELINE PERRY

    Investment Operations Associate
  • THOMAS PRATT

    Research Associate
  • CALEB RAMIREZ

    CALEB RAMIREZ

    Investment Operations Associate
  • KENDAHL ROSS

    Compliance Associate
  • VIRGINIA SEBASTIAN

    Client Service Associate
  • Audra Seymour

    AUDRA SEYMOUR, CRCP®

    Compliance & Fund Administration Project Coordinator
  • RYAN SMITH

    Regional Vice President
  • WILL SORRELL

    Senior Director of Values-Based Investing
  • PAUL C. TOWNSEN

    Managing Director – Portfolio Manager
  • ROB THOMPSON

    Regional Vice President
  • Anaibis-Velasquez

    ANAIBIS VELASQUEZ

    Accounting Manager
  • KIRSTIE VILLAFUERTE

    KIRSTIE VILLAFUERTE

    Investment Operations Analyst
  • LAURA WAGNER

    Senior Marketing Communications Specialist