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About

Every day we do what matters. The way we do it matters even more.

Our
Mission

Our mission is to positively impact the lives of our clients, colleagues and community.
Clients

We unequivocally serve as a wise steward of our clients’ wealth.

Community

We abundantly give of our financial resources and precious time.

Coworkers

We purposefully foster an engaging environment in which to thrive.

Our Core Values

Our company's core values guide the way we work and live.

Integrity

We do the right thing.

Courage

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

Commitment

We dedicate ourselves to serving our clients, our community, and our coworkers.

Proficiency

We are passionate about business expertise.

Professionalism

We represent ourselves and our constituents with excellence.

Our Team

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MICHAEL L. KERN, III, CFA®

President & CEO

Mike Kern has been President & Chief Executive Officer of Crossmark Global Investments and its related entities since May 2015. Before joining Crossmark, he was President of Stout Risius Ross, a financial advisory firm he had joined in 1996 as an analyst. During his 19 year tenure with Stout and before being appointed President, he served in a variety of roles including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO and COO.

Raised in the Detroit area, Mike earned a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 63, and 24 securities licenses. In 2006, he received Crain’s Detroit Business 40 Under 40 Award, an award given to young professional leaders. He is a member of the CFA Institute and Young Presidents’ Organization (YPO).

Mike devotes a significant amount of time to philanthropic activities, which is his passion. He currently serves on the Board of Directors of the Clint Capela CC15 Foundation and Embrace the Truth International, while also advising several churches throughout the country. He previously was a member of the Executive Board of Directors of Convoy of Hope, while also serving as Treasurer and Chairman of the Compensation and Audit Committees. He is a past member of the Board of Directors of International Aid.

Mike resides in Houston, Texas with his wife, Amanda, and their four children.

P:713-243-6786

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Andrew Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Andrew has responsibility over all business support activities, including Accounting, HR, IT, Marketing, Investment Administration, and Operations.

Prior to joining Crossmark, Andrew spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Andrew served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Andrew attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Andrew enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Andrew commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Andrew and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Andrew dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

VICTORIA L. FERNANDEZ, CFA®

Chief Market Strategist

Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team and serves as Portfolio Manager on the firm’s taxable fixed income products.

Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm. During her 18 years at the firm, Victoria enhanced her knowledge of the industry through a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University. She also earned her MBA from the May's Business School at Texas A&M University and is a CFA® Charterholder.

As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in National Charity League, a mother-daughter volunteer organization, and Literacy Strong, a non-profit developed by her daughter to fight illiteracy in Houston. Victoria currently resides in Houston, Texas and when not in the office, she enjoys walking her Labradoodle and diving into a good book.

P:713-243-6728

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Jim Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Jim served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG's global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Jim’s professional career began in 1992, when he accepted a position in the law department of USAA. He spent seven years at USAA, primarily supporting the firm’s mutual fund, brokerage, and investment advice businesses.

A native Texan, Jim earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary's University School of Law.

Jim also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Jim has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

CHARLIE SYLVESTER

Managing Director – Head of Sales & Distribution

Charlie joined Crossmark in June of 2019 as Senior Vice President in the South Region, and now serves as Managing Director and Head of Sales and Distribution. He is responsible for retail sales and distribution of SMA and Mutual Fund strategies.

Prior to joining Crossmark, Charlie was at Invesco for 19 years. Throughout his career, Charlie has delivered innovative, solution-driven strategies to financial advisors that help enhance and grow their business. As a keynote speaker for many clients, he has covered topics such as story selling for financial advisors, New Word Order (research-based words and language), Preferrals (an innovative approach to growing your business), and research-based training programs for the financial advisor.

Charlie holds a B.B.A in Accounting from Sam Houston State University. He holds his Series 6, 7, 63 and 65 securities licenses and also carries a CAS (Certified Annuity Specialist) designation from the Institute of Business Finance. Charlie is married with two sons and lives in Bellaire, TX. In his spare time he is passionately involved in a variety of activities. He is an avid golfer, snow skier, guitar player, and can be found most weekends on his back porch cooking Texas style BBQ for friends and family.

P:713-419-4619

JOHN R. WOLF

Managing Director
Portfolio Manager

John Wolf joined Crossmark in 1996 and currently serves as Managing Director. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, John began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark's expansion into managing quantitative equity portfolios.

Originally from the New York City area, John graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 John relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

PAUL C. TOWNSEN

Managing Director
Portfolio Manager

As Managing Director, Paul Townsen is the portfolio manager for Crossmark's Covered Call Income strategy. Since beginning his career with Crossmark in 1993, Paul's responsibilities have included portfolio management, portfolio analytics, allocation maintenance, soft dollar management, and numerous other leadership positions.

Paul has been involved with equity index trading for Crossmark's institutional clients for 18 years. As a senior equity and derivatives trader, his years of experience bring a strong knowledge of the unique factors associated with equity index trading. Paul also brings expertise in trading taxable and tax-exempt bonds as he previously served as Crossmark's head bond trader.

Paul graduated from the University of Incarnate Word with a BBA in Finance. He resides in Houston with his wife Jennifer and 4 children, Mackenzie, Tristan, Noah and Presley.

P:713-243-6758
MICHAEL L. KERN, III, CFA®
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
VICTORIA L. FERNANDEZ, CFA®
Chief Market Strategist
JIM COPPEDGE
General Counsel & Chief Compliance Officer
CHARLIE SYLVESTER
Managing Director – Head of Sales & Distribution
JOHN R. WOLF
Managing Director
Portfolio Manager
PAUL C. TOWNSEN
Managing Director
Portfolio Manager

VICTORIA L. FERNANDEZ, CFA®

Chief Market Strategist

Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team and serves as Portfolio Manager on the firm’s taxable fixed income products.

Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm. During her 18 years at the firm, Victoria enhanced her knowledge of the industry through a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University. She also earned her MBA from the May's Business School at Texas A&M University and is a CFA® Charterholder.

As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in National Charity League, a mother-daughter volunteer organization, and Literacy Strong, a non-profit developed by her daughter to fight illiteracy in Houston. Victoria currently resides in Houston, Texas and when not in the office, she enjoys walking her Labradoodle and diving into a good book.

P:713-243-6728

JOHN R. WOLF

Managing Director
Portfolio Manager

John Wolf joined Crossmark in 1996 and currently serves as Managing Director. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, John began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark's expansion into managing quantitative equity portfolios.

Originally from the New York City area, John graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 John relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

PAUL C. TOWNSEN

Managing Director
Portfolio Manager

As Managing Director, Paul Townsen is the portfolio manager for Crossmark's Covered Call Income strategy. Since beginning his career with Crossmark in 1993, Paul's responsibilities have included portfolio management, portfolio analytics, allocation maintenance, soft dollar management, and numerous other leadership positions.

Paul has been involved with equity index trading for Crossmark's institutional clients for 18 years. As a senior equity and derivatives trader, his years of experience bring a strong knowledge of the unique factors associated with equity index trading. Paul also brings expertise in trading taxable and tax-exempt bonds as he previously served as Crossmark's head bond trader.

Paul graduated from the University of Incarnate Word with a BBA in Finance. He resides in Houston with his wife Jennifer and 4 children, Mackenzie, Tristan, Noah and Presley.

P:713-243-6758

BRENT LIUM, CFA®

Managing Director

Brent Lium joined Crossmark in November of 2019 as Managing Director with over 24 years of industry experience. His primary role is co-managing the Steward Enhanced Index Funds and the Large Cap Core Growth product.

Brent started his investment career in 1995 with Dean Witter in Dallas. Following business school in 2001, he joined Invesco Ltd as an equity analyst on a growth mutual fund team. There he developed his extensive bottoms-up fundamental equity research abilities. He rounded out his top down strategy skills after being promoted to portfolio manager a few years later.

Brent earned a BBA in Accounting from Texas A&M University and an MBA in Finance from the University of Texas - Austin. He is also a CFA Charterholder. He lives in West University Place, TX with his wife Carrie and three children. When he is not at one of his kid’s sporting events or activities, he loves to travel and do any outdoor activity.

P:713-243-6765

MELVILLE L. CODY

Senior Portfolio Manager

Melville Cody serves as Senior Portfolio Manager for Crossmark's Large Cap Growth and TAAP portfolios.

With over 30 year's investment experience, Mel's background includes both buy side money management organizations and the sell side, where he worked at Sanders Morris Harris as Vice President of Institutional Research. He was recognized by the Wall Street Journal as an "All Star Analyst". On the buy side, Mel has worked at financial institutions such as USAA Investment Management Company, a mutual fund group, and at American General as a portfolio manager and analyst. Mel also served as Co-Chairman of Roger H. Jenswold & Co. prior to its merger with Crossmark.

A native Texan, Mel graduated from The University of Texas Business Honors Program and received his Master's of Business Administration from UT, as well. He holds the Series 65 securities license. Mel resides in Katy, Texas with his wife and two sons. He enjoys tennis, swimming and fishing.

P:713-243-6715

PATRICK N. GARBODEN

Senior Portfolio Manager

Patrick Garboden serves as Senior Portfolio Manager for Crossmark's municipal bond products. He brings over 30 years of experience within the financial services industry including 19 years with Smith Barney. His broad financial background consists of serving as First Vice President, Branch Manager for 11 years and as an Investment Management Specialist/Portfolio Manager with the Consulting Group, a division of Citigroup Global Markets, Inc. Prior to joining Smith Barney, Pat was a general partner in the financial services firm of Jones, Humphrey, Garboden and Company.

Pat attended the University of Oregon and currently holds the Series 7, 63, and 65 securities licenses. When he is not spending time with his wife, two daughters, or four grandchildren he enjoys fishing, boating, and photography. Pat is also a private pilot; he has been a Civil Air Patrol member since 2005 and has built two Van's RV9A airplanes.

P:713-243-6710

RYAN E. CAYLOR, CFA®

Portfolio Manager & Head of Research

Ryan Caylor joined Crossmark in June of 2016 and currently serves as Portfolio Manager & Head of Research covering fixed income and credit as a sector generalist. 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 Crossmark, 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 the Series 7, 63, 86, and 87 securities licenses and is a CFA® Charterholder.

Outside of Crossmark, Ryan serves as an officer in the United States Army Reserve, and resides in Houston with his wife, two children, and dog.

P:713-243-6751

GINA M. GARCIA

Senior Trader

Gina Garcia serves as Senior Trader and is an integral component of the investment process working with portfolio managers to implement Crossmark's current strategy. Prior to joining Crossmark in 2000, Gina was responsible for budget administration and operations procedures in the aerospace industry.

Gina enjoys spending time reading about the newest trends in interior design, and exploring the diverse culinary and artistic opportunities in Houston. When not in the office or enjoying city life, Gina utilizes her creative talent for interior design to assist others in their decoration and renovation needs.

P:713-243-6748

TIFFANY NUNN, AIF® , CSRIC™

Senior Responsible Investing Specialist

Tiffany is a key contact for Institutional consultants and clients. She is responsible for the interpretation and implementation of investors’ values-based investment policies and commitments. This ensures investment holdings are faithful to the investors’ environmental, social and governance (ESG), or socially responsible investing (SRI) principles.

Additionally, Tiffany cross-functional role requires the on boarding of new institutional relationships, opening new accounts and executing accurate and consistent responses for Institutional client requests, proposals and questionnaires, including Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and consultant databases.

Tiffany earned her BA in Psychology from New Mexico State University and acquired extensive experience working in the non-profit sector, serving on various boards and committees of non-profit organizations. Tiffany started her career at Crossmark in 2007 and began SRI/ESG screening in 2009.

AIF® - Accredited Investment Fiduciary designation demonstrates specialized knowledge of fiduciary standards of care and best practice applications to the investment management process.

P:713-243-6726

BRANDON HUTCHISON

Senior Trading Associate

Brandon Hutchison joined Crossmark in October of 2017 and serves as Senior Trading Associate.

Prior to his role at Crossmark, Brandon was a Financial Analyst for Tier 1/2 auto-supplier Futuris Group. Prior to that, he was a Compensation Analyst for Quicken Loans.

Brandon holds a B.S. in Finance and an MBA from Michigan Technological University. He is currently a CFA Level III candidate.

Although he was born and raised in Detroit, he now considers himself a Houstonian. Brandon and his wife, Paige, reside in Houston and keep busy with their two pit bulls and bernedoodle. Brandon is a former collegiate athlete and NFL free agent. He enjoys all sports, especially basketball and weight lifting. Outside of work, he enjoys traveling and reading about behavioral economics. He is also passionate about philanthropic activities, as well as his faith.

P:713-243-6719

IAN FISCHER

Research Associate

Ian Fischer joined Crossmark in December 2019 and serves as a Research Associate on the Responsible Investments team.

Prior to joining Crossmark, Ian was serving military families in Tampa, FL as a Financial Planning Associate with First Command Financial Services. He then moved to Birmingham, MI, joining the Wealth Team at Schechter Wealth as an Investment Analyst, focusing on high-end, customizable insurance products for ultra-high net worth clients.

Born and raised in Frankenmuth, MI, Ian then attended Michigan Technological University and obtained a Bachelor of Science in Finance and a Minor in Economics.

Being a former collegiate athlete, Ian still enjoys all sports, particularly football. In his free time, he enjoys cooking, traveling, and all things outdoors.

P:713-243-6744

MAGGIE MA

Institutional Investment Associate

Maggie Ma joined Crossmark in June 2020 and serves as the Institutional Investment Associate.

Prior to her role at Crossmark, Maggie was a Financial Analyst at Goldman Sachs for two years. Maggie graduated from Washington & Lee University with a Bachelor of Science with Special Attainments in Commerce. She holds the Series 7 and Series 63 licenses.

Outside of work, Maggie is involved with her church where she plays the violin on the worship team. She enjoys mission work and spending time with her family.

P:713-243-6712
VICTORIA L. FERNANDEZ, CFA®
Chief Market Strategist
JOHN R. WOLF
Managing Director
Portfolio Manager
PAUL C. TOWNSEN
Managing Director
Portfolio Manager
BRENT LIUM, CFA®
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
RYAN E. CAYLOR, CFA®
Portfolio Manager & Head of Research
GINA M. GARCIA
Senior Trader
TIFFANY NUNN, AIF® , CSRIC™
Senior Responsible Investing Specialist
BRANDON HUTCHISON
Senior Trading Associate
IAN FISCHER
Research Associate
MAGGIE MA
Institutional Investment Associate

CHARLIE SYLVESTER

Managing Director – Head of Sales & Distribution

Charlie joined Crossmark in June of 2019 as Senior Vice President in the South Region, and now serves as Managing Director and Head of Sales and Distribution. He is responsible for retail sales and distribution of SMA and Mutual Fund strategies.

Prior to joining Crossmark, Charlie was at Invesco for 19 years. Throughout his career, Charlie has delivered innovative, solution-driven strategies to financial advisors that help enhance and grow their business. As a keynote speaker for many clients, he has covered topics such as story selling for financial advisors, New Word Order (research-based words and language), Preferrals (an innovative approach to growing your business), and research-based training programs for the financial advisor.

Charlie holds a B.B.A in Accounting from Sam Houston State University. He holds his Series 6, 7, 63 and 65 securities licenses and also carries a CAS (Certified Annuity Specialist) designation from the Institute of Business Finance. Charlie is married with two sons and lives in Bellaire, TX. In his spare time he is passionately involved in a variety of activities. He is an avid golfer, snow skier, guitar player, and can be found most weekends on his back porch cooking Texas style BBQ for friends and family.

P:713-419-4619

SCOTT FRAKES

Senior Vice President - Advisor Solutions

Serving as Senior Regional Director, Scott Frakes helps lead Intermediary and Mutual Fund distribution for Crossmark's Central Region. Scott is part of the Advisor Solutions Group at Crossmark. He and his team work closely with financial advisory firms to implement values based investment solutions. Prior to Crossmark, he spent five years as a Financial Advisor with A.G. Edwards. Scott has been with Crossmark since 2001.

Scott graduated with a B.A. from Bowling Green State University. He holds the Series 7, 63, and 66 securities licenses.

Scott also serves as Chairman of his church's Annual Appeal Project and on his church's Finance Committee. He is a volunteer mentor for Sigma Phi Epsilon at Washington University in St. Louis. He has served as President of the Board of Education for Christ the King School. Scott lives in St Louis, MO with his wife Jen and two daughters.

P:314-726-9971

ANDREW GOTFRIED, CIMA®

Sr. VP - National Accounts & Global Institutional Group

Andrew joined Crossmark in September of 2018 and currently serves as Senior Vice President - National Accounts & Global Institutional Group.

Prior to Crossmark, Andrew was with Raymond James Financial for 18 years in various roles. His last position was SVP, Director of National Accounts for their asset management subsidiary, Eagle Asset Management. Previous roles were VP, Director of Mutual Fund Research & Marketing and before that he was Director of Retail Compliance with Raymond James & Associates.

Andrew earned his BS in Business Administration from the University of Florida. He currently holds the Certified Investment Manager Analyst designation (CIMA).

Andrew lives in Tampa, FL and was born and raised in St. Petersburg, FL. He lives with his wife and two kids. His hobbies include cycling and playing tennis with his son. He has previously served on the board for The Weinberg Village and Jewish National Fund.

JORDAN IZUMI, CFP®

Vice President - National Accounts & Mutual Fund Sales

Jordan Izumi serves as Vice President - National Accounts & Mutual Fund Sales at Crossmark Global Investments. He is responsible for relationship management, and building and enhancing Crossmark's platform of investment solutions with intermediary distribution partners.

Jordan has a decade of experience in financial services. In 2015, he joined Crossmark from AG Financial Solutions where he focused on workplace retirement plans and values-based investments.

Jordan earned a Bachelors of Business Administration from Evangel University. He currently holds the Certified Financial Planner™ (CFP) designation and FINRA Series 7, 63 and 65 licenses.

Jordan resides in Houston with his wife Denae and their terrier Jack. Outside of Crossmark, he enjoys serving in non-profit and ministry organizations.

P:713-243-6720

ROBERT A. KARISCH

Senior Regional Advisor Consultant

Robert Karisch joined Crossmark in February 1990, and currently serves as Senior Regional Advisor Consultant to the Central and West regions. Rob focuses on building strong relationships centered around concierge level service, as well as consulting and collaborating with advisors to help grow and manage their businesses.

Rob is native to Houston and is a fifth generation proud Texan. He graduated from Texas State University with a B.B.A. in Marketing and holds the FINRA Series 6, 63, and 65 securities licenses. Rob enjoys participating in philanthropic activities and helping the organizations that Crossmark partners with in the local community.

P:713-243-6732

KYU HAN

Regional Advisor Consultant/Internal Sales Manager

Kyu Han joined Crossmark in December 2017 and currently serves as an Internal Sales Manager for the Advisory Solutions Group. Kyu manages Crossmark’s internal team of Client Services and Regional Associates while also facilitating business by providing advisors with updated product and marketing information to better serve their clients.

Kyu has been in the financial services industry for more than 18 years. Prior to joining Crossmark, he served as an Internal Sales consultant, Compliance Officer, and Operations Assistant Supervisor for Invesco Ltd.

Kyu graduated with a B.B.A in Management from the University of Houston and holds his Series 6 and 66 securities licenses. He lives in Houston with his wife Ann and 3 children, Emma, Vivienne, and Brayden. He enjoys chess, golfing, and volunteering at this daughter's school.

P:713-243-6704

GRANT HEEMER

Regional Advisor Consultant

Grant Heemer joined Crossmark in January 2021 and serves as Regional Advisor Consultant for the Western Region. Working collaboratively with the Advisor Solutions Team, he provides a consultative approach to address the needs of financial professionals by supplying individually customized strategies.

Starting his career in the financial services industry over 20 years ago at Invesco, Grant served in a variety of roles. Applying his in-depth knowledge of management, client services, data analytics, sales, marketing, and information technology helps him better serve his business partners.

Native to Houston, Grant received his BBA in Marketing and BS in Interior Design from Texas Christian University. He returned to his hometown after a stint in Denver where he earned his MBA from Colorado State University. Grant also holds his Series 6, 7, 66 and 26 securities licenses.

As an active member of his community, Grant has served as both Den Leader and Treasurer for his son’s Cub Scout Pack as well as Treasurer for his neighborhood. He currently sits on the board of the West University Methodist Finance Committee and the Knollwood Village Civic Club. He spends much of his spare time with his wife helping their two children pursue their dreams. When not involved in their busy routines, Grant enjoys exploring new activities, such as travelling, the great outdoors, music, sports and home improvement projects.

P:713-243-6766

GRAHAM FORSSMAN

Regional Advisor Consultant

Graham joined Crossmark in January 2021 and currently serves as a Regional Advisor Consultant in the Advisory Solutions Group for the Northeast Region. Graham utilizes a consultative approach, drawing on his education and experience to help advisors grow their practices while providing investment solutions to meet the complex needs of clients.

Graham has spent his whole career in the financial services industry. Prior to joining Crossmark, he served as an Internal Sales consultant, Chairman’s Council representative, and Client Services Associate at Invesco.

Graham graduated with a B.B.A in Sociology from Texas A&M and holds his Series 6, 7 and 66 securities licenses. He lives in Houston with his wife Erin and dog Ziggy. Graham is an avid runner and triathlete and has participated in several marathons and Ironman competitions. He volunteers for the Houston Marathon Elite Athletes committee and enjoys playing golf, woodworking, traveling and riding his Peloton.

P:713-243-6705

KASSIANA JOHNSON

Sales Strategy Coordinator

Kassiana Johnson joined Crossmark in June 2016 and serves as the Sales Strategy Coordinator. She is responsible for working with the internal business development representatives to gather and process all necessary paperwork for new accounts. Prior to joining Crossmark, she worked at Wells Fargo Advisors as the Associate Training Liaison.

Raised in the Midwest, Kassiana graduated from Maryville University in St. Louis where she earned her Bachelor's degree in Business Administration.

Before relocating to Houston, Kassiana volunteered in the children's ministry at her local church. She also enjoys playing basketball, trying new restaurants, and traveling.

P:713-243-6767

AUDRA SEYMOUR

Client Service Associate

Audra Seymour joined Crossmark in March of 2020 and serves as the Client Service Associate supporting the Advisor Solutions Group. She is responsible for processing new accounts and helping service client requests. Audra spent time during undergrad, and immediately following graduation, working as a project manager for a marketing firm. She then worked as the Manager at the Bellaire location of Vivaldi Music Academy before joining Crossmark.

Audra graduated from The University of Louisiana at Lafayette with her B.A. in Communications, majoring in Public Relations and minoring in Business.

After being raised in Louisiana, Audra now lives in Houston and enjoys trying new cuisine, cooking classes, and frequenting museums.

P:713-243-6797
CHARLIE SYLVESTER
Managing Director – Head of Sales & Distribution
SCOTT FRAKES
Senior Vice President - Advisor Solutions
ANDREW GOTFRIED, CIMA®
Sr. VP - National Accounts & Global Institutional Group
JORDAN IZUMI, CFP®
Vice President - National Accounts & Mutual Fund Sales
ROBERT A. KARISCH
Senior Regional Advisor Consultant
KYU HAN
Regional Advisor Consultant/Internal Sales Manager
GRANT HEEMER
Regional Advisor Consultant
GRAHAM FORSSMAN
Regional Advisor Consultant
KASSIANA JOHNSON
Sales Strategy Coordinator
AUDRA SEYMOUR
Client Service Associate

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Andrew Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Andrew has responsibility over all business support activities, including Accounting, HR, IT, Marketing, Investment Administration, and Operations.

Prior to joining Crossmark, Andrew spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Andrew served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Andrew attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Andrew enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Andrew commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Andrew and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Andrew dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Jim Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Jim served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG's global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Jim’s professional career began in 1992, when he accepted a position in the law department of USAA. He spent seven years at USAA, primarily supporting the firm’s mutual fund, brokerage, and investment advice businesses.

A native Texan, Jim earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary's University School of Law.

Jim also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Jim has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

COURTNEY FOLKERTS

Marketing Manager

Courtney Folkerts joined Crossmark in 2020 as the Manager of Marketing. She brings over 12 years of experience in the financial industry. In her current role, she leads the marketing team and all marketing activities.

Prior to joining Crossmark, Courtney spent time strengthening her marketing skills and knowledge at Invesco, Jackson, and Curian Capital. She has also been a financial & tax advisor, insurance consultant, and held the CLTC (Certified Long-Term Care) designation. She currently holds the Series 6, 7, 24, 63, and 65 FINRA licenses.

After growing up in Denver, Courtney moved to Houston almost 3 years ago and is still learning Texas traditions and the “Houstonian” way of life. She loves to read, play softball and spend time with friends and family and currently resides in Katy, Texas.

P:713-243-6724

MARCOS A. JUAREZ

Senior Marketing Associate

Marcos Juarez serves as Senior Marketing Associate for Crossmark. He manages all graphic design responsibilities for digital and print. In addition, he helps with product data reporting on a quarterly basis. He's been with the company since 2001.

Marcos graduated with an A.A.S. in Multimedia and Graphic Design from The Art Institute of Houston.

Born in Guatemala City, he resides in Houston, TX. Marcos is a member of his local church, and is an avid sports fan.

P:713-243-6782

MANDUWEM MBRIDE

Marketing Associate

Manduwem Mbride joined Crossmark in May of 2017 and currently serves as the Marketing Associate for the firm. Her role includes assistance in the marketing strategy, branding, content development, and other graphic design responsibilities.

Mandu graduated with a Bachelors of Business Administration in Marketing and Entrepreneurship from the University of Houston. Prior to Crossmark, she served as a Marketing Assistant at Active Link Optical.

Mandu currently resides in Houston, Texas where she loves spending time exploring Houston’s exciting cuisines and expressing her creativity. She also enjoys serving on the social media team of her local church.

P:713-243-6725

ANGELO GOMEZ

IT Helpdesk Technician

Angelo Gomez joined Crossmark in May 2017 and currently serves as the IT Helpdesk Technician who oversees all aspects of Information Technology for the firm.

Prior to Crossmark, Angelo served in United States Marine Corps for 12 years in the Intelligence Field as a Special Intelligence communicator at which he did two tours in Iraq. He ended his military obligation, and received a Bachelors in Management Information Systems from Wayland Baptist University.

Born in Lubbock, TX, Angelo has had the opportunity to live all over the world and many states. Being a native Texan brought him back to Texas where he now lives in La Porte. In his free time Angelo enjoys playing sports and traveling.

P:713-243-6722

ANAIBIS VELASQUEZ

Accounting Manager

Anaibis Velasquez reports directly to COO. Her responsibilities include Accounts Receivable and Accounts Payable.

Anaibis has been with Crossmark since Feb 2017. Prior to joining Crossmark, Anaibis served as an Accounts Receivable Specialist for SureTec. Her responsibilities consisted of cash reconciliations, preparing agency statements, verifying and processing accounting and finance data entries.

Anaibis obtained her Bachelors of Business Administration in Accounting from (UHD) University of Houston-Downtown. Before moving to the Lone Star State of Texas in 2009, Anaibis lived in The Sunshine State of Florida. Anaibis enjoys spending time with her family, in addition to traveling, fishing, and snorkeling. She resides in Houston with her husband and two daughters.

P:713-243-6733

CHANTELL CORGILL

Senior Human Resources Associate

Chantell Corgill joined Crossmark in August 2010 and serves as a Senior Human Resources Associate. She is responsible for the day-to-day operations of Human Resources to include employee relations, benefits administration, employee policies and procedures, and new hire onboarding. Chantell began her career in Human Resources in 1999 at Klein Bank, a privately owned bank in Houston.

Born and raised in the Houston area, Chantell has stayed in her hometown and is married with two daughters. She stays busy volunteering at her daughter's school, as well as the National Charity League, a mother-daughter volunteer organization.

P:713-243-6736

JANICE DARDEN

Office Administrator and Executive Assistant

Janice Darden serves as Office Manager and provides administrative assistance to the CEO, COO, and other principals. She assists on special projects and provides technical and logistical support for all departments. Janice is responsible for the day-to-day functions of the office.

Janice joined R.H. Jenswold & Co. in 2005 and, with the Crossmark acquisition in 2009, she transitioned to the position of AR Administrator. Her responsibilities then included the complete Accounts Receivable cycle (account set-up, preparation & delivery of invoices, allocation of payments, collections and AR reporting to the CEO). Janice moved to her current position in 2017.

Although she is a native Texan, Janice has lived in seven states and attended Victor Valley University in California. While living in Florida, Janice volunteered with an organization supporting caregivers of HIV positive infants and toddlers.

Janice has always maintained that her greatest accomplishments have been her two amazing daughters and four remarkable grandchildren.

P:713-243-6713

JESSICA GUNTER

Sr. Compliance Officer & Associate General Counsel

Jessica Gunter joined Crossmark in June 2020. As the Senior Compliance Officer and Associate General Counsel, she manages the daily workflow within the Compliance and Steward Fund Administration group, as well as fosters relationships with key business partners.

Jessica has a Bachelor’s Degree in Political Science from St. Bonaventure University, a Franciscan (O.F.R.) university located in upstate New York, as well as a Juris Doctorate from Baylor Law School.

Jessica passed the Texas State Bar Exam in 2013 and began working with Alliantgroup, a Houston-based corporate tax consulting firm. Following her work as a corporate attorney, Jessica served as Assistant District Attorney in Denton County, Texas. Most recently, her passion for Christian education brought her back to Houston as an educator with the Archdiocese of Galveston-Houston. While working for St. Laurence Catholic School, Jessica continued to practice law as a pro-bono immigration lawyer representing unaccompanied minor children in partnership with Catholic Charities.

Jessica continues to serve the Catholic Church by sponsoring teens entering into the Sacrament of Confirmation, as well advocating for the marginalized through the use of her time and talents.

P:713-243-6764

CHERICE PEOPLES

Compliance Associate

Cherice Peoples serves as Compliance Associate for Crossmark Global Investments. She supports the Compliance Department in an administrative role including distribution, review and maintenance of annual and quarterly compliance forms and logs as well as monitoring and tracking of Continuing Education requirements including Firm Element Education for all employees.

Cherice has over 10 years of experience in the financial industry. Prior to joining Crossmark, she worked at Energy Capital Credit Union for 9 years. She started as a Member Service Representative and also served as the Branch Manager of two different branches in Houston, TX where she assisted members with a variety of financial needs. She has been with Crossmark for the past two years.

Cherice currently resides in Richmond, TX and has a daughter currently in college working towards achieving her degree in Sports Psychology. Cherice is a member of her local church, and enjoys traveling and spending time with family and friends in her free time.

P:713-243-6742

COURTNEY CURTIS

Compliance Associate

Courtney Curtis joined Crossmark in September 2017 and works in the Compliance Department. Courtney began her career in 1999 at Invesco, an independent investment management firm, spending the next 15 years in a variety of roles within the firm including Sales Strategy Manager, Retirement Plans and Programs Specialist and Instructional Designer.

Born and raised in Houston, Texas, Courtney earned her Bachelor's degree in Business Management from Sam Houston State University. She continued her education by taking courses in the Master's program at the University of Houston and Seminary classes at Southwestern Baptist Theological Seminary. Courtney also holds a Series 7 and 66 license and has a Chartered Retirement Plans Specialist designation.

As an active member of her community, Courtney serves on the board of a local non-profit organization. She enjoys staying busy supporting her two children in their athletic and academic pursuits along with volunteering at her church and in the National Charity League, a mother-daughter organization. Courtney and her husband, Brandon, reside in Sugar Land, Texas with their two children, Nyah and Benjamin.

P:713-243-6735

KATY CAVALIER

Investment Administration Manager

Katy Cavalier joined Crossmark in March, 2017 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Manager, she is involved in new account administration as well as corporate action processing. She had 4 years of project accounting experience prior to joining Crossmark.

Katy graduated with a B.S. in Finance from Louisiana State University. Katy enjoys spending her off time traveling and visiting her family in Louisiana.

P:713-243-6717

JOVANKA CHARLES

Investment Administration Associate

Jovanka Charles joined Crossmark in 2016 and works primarily with the Portfolio Administration team. Her role ranges from reconciling customer accounts to producing ad hoc reports.

Jovanka brings over 8 years in accounting experience in a variety of industries and markets. She holds a Masters in Business Administration for Henley Business School as well as a BSc in Economics and Management from The University of the West Indies.

In her free time Jovanka loves travelling to new and exciting places. Gardening and Yoga are her two favorite ways to relax and unwind.

P:713-243-6781

KIRSTIE VILLAFUERTE

Investment Administration Associate

Kirstie Villafuerte joined Crossmark’s Investment Administration team in March of 2020. Her primary responsibilities as an Investment Administration Associate include account reconciliation and reporting.

Kirstie spent most of her life living in New York and Virginia, but decided to move to Houston upon graduating from the Virginia Commonwealth University in May of 2017. Kirstie graduated with a B.S. in Business Marketing and has spent the majority of her work experience in leadership roles within the finance, service, and insurance industries.

In her free time, Kirstie enjoys being with her family, watching movies, traveling, and discovering new food and restaurants.

P:713-243-6730

JACQUELINE MIRELES

Investment Administration Associate

Jacqueline Mireles joined Crossmark January 2020 as part of the Investment Administration Team. As an Investment Administration Associate she is currently responsible for portfolio reconciliation and reporting.

Jacqueline graduated Magna Cum Laude from St. Edward’s University in December of 2018 with a BBA in Economics. While in college, Jacqueline held multiple campus leadership positions and completed a 6-month internship with the Texas-Israel Economic Development Council in Austin. She is a member of Alpha Phi Omega, a non-profit service fraternity that came together to volunteer for the community, campus, and organization.

Upon graduation her family decided to open a Pizzeria in Cypress, seeing as how in the past her family’s businesses had failed, Jacqueline decided to take on the challenge to create a successful restaurant for her family. Jacqueline had been working as a Business Analyst & Office Administrator for the family’s business since. Her family is now currently onto opening their second location. She still continues to support her family’s business however she can.

Jacqueline loves traveling when she gets the chance. Often she, along with her parents, host pilgrimages to Israel and Europe.

Jacqueline was born and raised in the Katy/Cypress area of Houston, but she did live in Austin for two years while attending University. During her time off she enjoys spending time with Louie her Shih-Tzu diving into a good book or exploring Houston with family and friends.

P:713-243-6793

MICHELLE HUNT

Administrative Associate

Michelle Hunt joined Crossmark as an Administrative Associate in early 2018. In this role, Michelle provides support to the firm’s Investment Administration and Accounting departments. Her responsibilities include document management, digital file retention, expense report and billing administration, and support for a variety of special projects.

Prior to joining Crossmark, Michelle worked in a variety of service roles, including over two years spent in digital data administration.

Michelle has lived in the Katy, Texas area for over 30 years. In her free time, she enjoys serving in the Children’s Ministry of her local church. While she thoroughly enjoys her time spent working with children, her greatest joy is found in the many adventures that she shares with her three amazing sons.

P:713-243-6739
ANDREW J. JACOBSON, SR.
Chief Operating Officer
JIM COPPEDGE
General Counsel & Chief Compliance Officer
COURTNEY FOLKERTS
Marketing Manager
MARCOS A. JUAREZ
Senior Marketing Associate
MANDUWEM MBRIDE
Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
JESSICA GUNTER
Sr. Compliance Officer & Associate General Counsel
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
KATY CAVALIER
Investment Administration Manager
JOVANKA CHARLES
Investment Administration Associate
KIRSTIE VILLAFUERTE
Investment Administration Associate
JACQUELINE MIRELES
Investment Administration Associate
MICHELLE HUNT
Administrative Associate

MICHAEL L. KERN, III, CFA®

President & CEO

Mike Kern has been President & Chief Executive Officer of Crossmark Global Investments and its related entities since May 2015. Before joining Crossmark, he was President of Stout Risius Ross, a financial advisory firm he had joined in 1996 as an analyst. During his 19 year tenure with Stout and before being appointed President, he served in a variety of roles including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO and COO.

Raised in the Detroit area, Mike earned a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 63, and 24 securities licenses. In 2006, he received Crain’s Detroit Business 40 Under 40 Award, an award given to young professional leaders. He is a member of the CFA Institute and Young Presidents’ Organization (YPO).

Mike devotes a significant amount of time to philanthropic activities, which is his passion. He currently serves on the Board of Directors of the Clint Capela CC15 Foundation and Embrace the Truth International, while also advising several churches throughout the country. He previously was a member of the Executive Board of Directors of Convoy of Hope, while also serving as Treasurer and Chairman of the Compensation and Audit Committees. He is a past member of the Board of Directors of International Aid.

Mike resides in Houston, Texas with his wife, Amanda, and their four children.

P:713-243-6786

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Andrew Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Andrew has responsibility over all business support activities, including Accounting, HR, IT, Marketing, Investment Administration, and Operations.

Prior to joining Crossmark, Andrew spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Andrew served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Andrew attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Andrew enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Andrew commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Andrew and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Andrew dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

VICTORIA L. FERNANDEZ, CFA®

Chief Market Strategist

Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team and serves as Portfolio Manager on the firm’s taxable fixed income products.

Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm. During her 18 years at the firm, Victoria enhanced her knowledge of the industry through a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University. She also earned her MBA from the May's Business School at Texas A&M University and is a CFA® Charterholder.

As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in National Charity League, a mother-daughter volunteer organization, and Literacy Strong, a non-profit developed by her daughter to fight illiteracy in Houston. Victoria currently resides in Houston, Texas and when not in the office, she enjoys walking her Labradoodle and diving into a good book.

P:713-243-6728

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Jim Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Jim served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG's global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Jim’s professional career began in 1992, when he accepted a position in the law department of USAA. He spent seven years at USAA, primarily supporting the firm’s mutual fund, brokerage, and investment advice businesses.

A native Texan, Jim earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary's University School of Law.

Jim also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Jim has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

CHARLIE SYLVESTER

Managing Director – Head of Sales & Distribution

Charlie joined Crossmark in June of 2019 as Senior Vice President in the South Region, and now serves as Managing Director and Head of Sales and Distribution. He is responsible for retail sales and distribution of SMA and Mutual Fund strategies.

Prior to joining Crossmark, Charlie was at Invesco for 19 years. Throughout his career, Charlie has delivered innovative, solution-driven strategies to financial advisors that help enhance and grow their business. As a keynote speaker for many clients, he has covered topics such as story selling for financial advisors, New Word Order (research-based words and language), Preferrals (an innovative approach to growing your business), and research-based training programs for the financial advisor.

Charlie holds a B.B.A in Accounting from Sam Houston State University. He holds his Series 6, 7, 63 and 65 securities licenses and also carries a CAS (Certified Annuity Specialist) designation from the Institute of Business Finance. Charlie is married with two sons and lives in Bellaire, TX. In his spare time he is passionately involved in a variety of activities. He is an avid golfer, snow skier, guitar player, and can be found most weekends on his back porch cooking Texas style BBQ for friends and family.

P:713-419-4619

JOHN R. WOLF

Managing Director
Portfolio Manager

John Wolf joined Crossmark in 1996 and currently serves as Managing Director. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, John began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark's expansion into managing quantitative equity portfolios.

Originally from the New York City area, John graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 John relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

PAUL C. TOWNSEN

Managing Director
Portfolio Manager

As Managing Director, Paul Townsen is the portfolio manager for Crossmark's Covered Call Income strategy. Since beginning his career with Crossmark in 1993, Paul's responsibilities have included portfolio management, portfolio analytics, allocation maintenance, soft dollar management, and numerous other leadership positions.

Paul has been involved with equity index trading for Crossmark's institutional clients for 18 years. As a senior equity and derivatives trader, his years of experience bring a strong knowledge of the unique factors associated with equity index trading. Paul also brings expertise in trading taxable and tax-exempt bonds as he previously served as Crossmark's head bond trader.

Paul graduated from the University of Incarnate Word with a BBA in Finance. He resides in Houston with his wife Jennifer and 4 children, Mackenzie, Tristan, Noah and Presley.

P:713-243-6758

SCOTT FRAKES

Senior Vice President - Advisor Solutions

Serving as Senior Regional Director, Scott Frakes helps lead Intermediary and Mutual Fund distribution for Crossmark's Central Region. Scott is part of the Advisor Solutions Group at Crossmark. He and his team work closely with financial advisory firms to implement values based investment solutions. Prior to Crossmark, he spent five years as a Financial Advisor with A.G. Edwards. Scott has been with Crossmark since 2001.

Scott graduated with a B.A. from Bowling Green State University. He holds the Series 7, 63, and 66 securities licenses.

Scott also serves as Chairman of his church's Annual Appeal Project and on his church's Finance Committee. He is a volunteer mentor for Sigma Phi Epsilon at Washington University in St. Louis. He has served as President of the Board of Education for Christ the King School. Scott lives in St Louis, MO with his wife Jen and two daughters.

P:314-726-9971

ANDREW GOTFRIED, CIMA®

Sr. VP - National Accounts & Global Institutional Group

Andrew joined Crossmark in September of 2018 and currently serves as Senior Vice President - National Accounts & Global Institutional Group.

Prior to Crossmark, Andrew was with Raymond James Financial for 18 years in various roles. His last position was SVP, Director of National Accounts for their asset management subsidiary, Eagle Asset Management. Previous roles were VP, Director of Mutual Fund Research & Marketing and before that he was Director of Retail Compliance with Raymond James & Associates.

Andrew earned his BS in Business Administration from the University of Florida. He currently holds the Certified Investment Manager Analyst designation (CIMA).

Andrew lives in Tampa, FL and was born and raised in St. Petersburg, FL. He lives with his wife and two kids. His hobbies include cycling and playing tennis with his son. He has previously served on the board for The Weinberg Village and Jewish National Fund.

JORDAN IZUMI, CFP®

Vice President - National Accounts & Mutual Fund Sales

Jordan Izumi serves as Vice President - National Accounts & Mutual Fund Sales at Crossmark Global Investments. He is responsible for relationship management, and building and enhancing Crossmark's platform of investment solutions with intermediary distribution partners.

Jordan has a decade of experience in financial services. In 2015, he joined Crossmark from AG Financial Solutions where he focused on workplace retirement plans and values-based investments.

Jordan earned a Bachelors of Business Administration from Evangel University. He currently holds the Certified Financial Planner™ (CFP) designation and FINRA Series 7, 63 and 65 licenses.

Jordan resides in Houston with his wife Denae and their terrier Jack. Outside of Crossmark, he enjoys serving in non-profit and ministry organizations.

P:713-243-6720

ROBERT A. KARISCH

Senior Regional Advisor Consultant

Robert Karisch joined Crossmark in February 1990, and currently serves as Senior Regional Advisor Consultant to the Central and West regions. Rob focuses on building strong relationships centered around concierge level service, as well as consulting and collaborating with advisors to help grow and manage their businesses.

Rob is native to Houston and is a fifth generation proud Texan. He graduated from Texas State University with a B.B.A. in Marketing and holds the FINRA Series 6, 63, and 65 securities licenses. Rob enjoys participating in philanthropic activities and helping the organizations that Crossmark partners with in the local community.

P:713-243-6732

KYU HAN

Regional Advisor Consultant/Internal Sales Manager

Kyu Han joined Crossmark in December 2017 and currently serves as an Internal Sales Manager for the Advisory Solutions Group. Kyu manages Crossmark’s internal team of Client Services and Regional Associates while also facilitating business by providing advisors with updated product and marketing information to better serve their clients.

Kyu has been in the financial services industry for more than 18 years. Prior to joining Crossmark, he served as an Internal Sales consultant, Compliance Officer, and Operations Assistant Supervisor for Invesco Ltd.

Kyu graduated with a B.B.A in Management from the University of Houston and holds his Series 6 and 66 securities licenses. He lives in Houston with his wife Ann and 3 children, Emma, Vivienne, and Brayden. He enjoys chess, golfing, and volunteering at this daughter's school.

P:713-243-6704

GRANT HEEMER

Regional Advisor Consultant

Grant Heemer joined Crossmark in January 2021 and serves as Regional Advisor Consultant for the Western Region. Working collaboratively with the Advisor Solutions Team, he provides a consultative approach to address the needs of financial professionals by supplying individually customized strategies.

Starting his career in the financial services industry over 20 years ago at Invesco, Grant served in a variety of roles. Applying his in-depth knowledge of management, client services, data analytics, sales, marketing, and information technology helps him better serve his business partners.

Native to Houston, Grant received his BBA in Marketing and BS in Interior Design from Texas Christian University. He returned to his hometown after a stint in Denver where he earned his MBA from Colorado State University. Grant also holds his Series 6, 7, 66 and 26 securities licenses.

As an active member of his community, Grant has served as both Den Leader and Treasurer for his son’s Cub Scout Pack as well as Treasurer for his neighborhood. He currently sits on the board of the West University Methodist Finance Committee and the Knollwood Village Civic Club. He spends much of his spare time with his wife helping their two children pursue their dreams. When not involved in their busy routines, Grant enjoys exploring new activities, such as travelling, the great outdoors, music, sports and home improvement projects.

P:713-243-6766

GRAHAM FORSSMAN

Regional Advisor Consultant

Graham joined Crossmark in January 2021 and currently serves as a Regional Advisor Consultant in the Advisory Solutions Group for the Northeast Region. Graham utilizes a consultative approach, drawing on his education and experience to help advisors grow their practices while providing investment solutions to meet the complex needs of clients.

Graham has spent his whole career in the financial services industry. Prior to joining Crossmark, he served as an Internal Sales consultant, Chairman’s Council representative, and Client Services Associate at Invesco.

Graham graduated with a B.B.A in Sociology from Texas A&M and holds his Series 6, 7 and 66 securities licenses. He lives in Houston with his wife Erin and dog Ziggy. Graham is an avid runner and triathlete and has participated in several marathons and Ironman competitions. He volunteers for the Houston Marathon Elite Athletes committee and enjoys playing golf, woodworking, traveling and riding his Peloton.

P:713-243-6705

KASSIANA JOHNSON

Sales Strategy Coordinator

Kassiana Johnson joined Crossmark in June 2016 and serves as the Sales Strategy Coordinator. She is responsible for working with the internal business development representatives to gather and process all necessary paperwork for new accounts. Prior to joining Crossmark, she worked at Wells Fargo Advisors as the Associate Training Liaison.

Raised in the Midwest, Kassiana graduated from Maryville University in St. Louis where she earned her Bachelor's degree in Business Administration.

Before relocating to Houston, Kassiana volunteered in the children's ministry at her local church. She also enjoys playing basketball, trying new restaurants, and traveling.

P:713-243-6767

AUDRA SEYMOUR

Client Service Associate

Audra Seymour joined Crossmark in March of 2020 and serves as the Client Service Associate supporting the Advisor Solutions Group. She is responsible for processing new accounts and helping service client requests. Audra spent time during undergrad, and immediately following graduation, working as a project manager for a marketing firm. She then worked as the Manager at the Bellaire location of Vivaldi Music Academy before joining Crossmark.

Audra graduated from The University of Louisiana at Lafayette with her B.A. in Communications, majoring in Public Relations and minoring in Business.

After being raised in Louisiana, Audra now lives in Houston and enjoys trying new cuisine, cooking classes, and frequenting museums.

P:713-243-6797

BRENT LIUM, CFA®

Managing Director

Brent Lium joined Crossmark in November of 2019 as Managing Director with over 24 years of industry experience. His primary role is co-managing the Steward Enhanced Index Funds and the Large Cap Core Growth product.

Brent started his investment career in 1995 with Dean Witter in Dallas. Following business school in 2001, he joined Invesco Ltd as an equity analyst on a growth mutual fund team. There he developed his extensive bottoms-up fundamental equity research abilities. He rounded out his top down strategy skills after being promoted to portfolio manager a few years later.

Brent earned a BBA in Accounting from Texas A&M University and an MBA in Finance from the University of Texas - Austin. He is also a CFA Charterholder. He lives in West University Place, TX with his wife Carrie and three children. When he is not at one of his kid’s sporting events or activities, he loves to travel and do any outdoor activity.

P:713-243-6765

MELVILLE L. CODY

Senior Portfolio Manager

Melville Cody serves as Senior Portfolio Manager for Crossmark's Large Cap Growth and TAAP portfolios.

With over 30 year's investment experience, Mel's background includes both buy side money management organizations and the sell side, where he worked at Sanders Morris Harris as Vice President of Institutional Research. He was recognized by the Wall Street Journal as an "All Star Analyst". On the buy side, Mel has worked at financial institutions such as USAA Investment Management Company, a mutual fund group, and at American General as a portfolio manager and analyst. Mel also served as Co-Chairman of Roger H. Jenswold & Co. prior to its merger with Crossmark.

A native Texan, Mel graduated from The University of Texas Business Honors Program and received his Master's of Business Administration from UT, as well. He holds the Series 65 securities license. Mel resides in Katy, Texas with his wife and two sons. He enjoys tennis, swimming and fishing.

P:713-243-6715

PATRICK N. GARBODEN

Senior Portfolio Manager

Patrick Garboden serves as Senior Portfolio Manager for Crossmark's municipal bond products. He brings over 30 years of experience within the financial services industry including 19 years with Smith Barney. His broad financial background consists of serving as First Vice President, Branch Manager for 11 years and as an Investment Management Specialist/Portfolio Manager with the Consulting Group, a division of Citigroup Global Markets, Inc. Prior to joining Smith Barney, Pat was a general partner in the financial services firm of Jones, Humphrey, Garboden and Company.

Pat attended the University of Oregon and currently holds the Series 7, 63, and 65 securities licenses. When he is not spending time with his wife, two daughters, or four grandchildren he enjoys fishing, boating, and photography. Pat is also a private pilot; he has been a Civil Air Patrol member since 2005 and has built two Van's RV9A airplanes.

P:713-243-6710

RYAN E. CAYLOR, CFA®

Portfolio Manager & Head of Research

Ryan Caylor joined Crossmark in June of 2016 and currently serves as Portfolio Manager & Head of Research covering fixed income and credit as a sector generalist. 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 Crossmark, 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 the Series 7, 63, 86, and 87 securities licenses and is a CFA® Charterholder.

Outside of Crossmark, Ryan serves as an officer in the United States Army Reserve, and resides in Houston with his wife, two children, and dog.

P:713-243-6751

GINA M. GARCIA

Senior Trader

Gina Garcia serves as Senior Trader and is an integral component of the investment process working with portfolio managers to implement Crossmark's current strategy. Prior to joining Crossmark in 2000, Gina was responsible for budget administration and operations procedures in the aerospace industry.

Gina enjoys spending time reading about the newest trends in interior design, and exploring the diverse culinary and artistic opportunities in Houston. When not in the office or enjoying city life, Gina utilizes her creative talent for interior design to assist others in their decoration and renovation needs.

P:713-243-6748

COURTNEY FOLKERTS

Marketing Manager

Courtney Folkerts joined Crossmark in 2020 as the Manager of Marketing. She brings over 12 years of experience in the financial industry. In her current role, she leads the marketing team and all marketing activities.

Prior to joining Crossmark, Courtney spent time strengthening her marketing skills and knowledge at Invesco, Jackson, and Curian Capital. She has also been a financial & tax advisor, insurance consultant, and held the CLTC (Certified Long-Term Care) designation. She currently holds the Series 6, 7, 24, 63, and 65 FINRA licenses.

After growing up in Denver, Courtney moved to Houston almost 3 years ago and is still learning Texas traditions and the “Houstonian” way of life. She loves to read, play softball and spend time with friends and family and currently resides in Katy, Texas.

P:713-243-6724

TIFFANY NUNN, AIF® , CSRIC™

Senior Responsible Investing Specialist

Tiffany is a key contact for Institutional consultants and clients. She is responsible for the interpretation and implementation of investors’ values-based investment policies and commitments. This ensures investment holdings are faithful to the investors’ environmental, social and governance (ESG), or socially responsible investing (SRI) principles.

Additionally, Tiffany cross-functional role requires the on boarding of new institutional relationships, opening new accounts and executing accurate and consistent responses for Institutional client requests, proposals and questionnaires, including Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and consultant databases.

Tiffany earned her BA in Psychology from New Mexico State University and acquired extensive experience working in the non-profit sector, serving on various boards and committees of non-profit organizations. Tiffany started her career at Crossmark in 2007 and began SRI/ESG screening in 2009.

AIF® - Accredited Investment Fiduciary designation demonstrates specialized knowledge of fiduciary standards of care and best practice applications to the investment management process.

P:713-243-6726

BRANDON HUTCHISON

Senior Trading Associate

Brandon Hutchison joined Crossmark in October of 2017 and serves as Senior Trading Associate.

Prior to his role at Crossmark, Brandon was a Financial Analyst for Tier 1/2 auto-supplier Futuris Group. Prior to that, he was a Compensation Analyst for Quicken Loans.

Brandon holds a B.S. in Finance and an MBA from Michigan Technological University. He is currently a CFA Level III candidate.

Although he was born and raised in Detroit, he now considers himself a Houstonian. Brandon and his wife, Paige, reside in Houston and keep busy with their two pit bulls and bernedoodle. Brandon is a former collegiate athlete and NFL free agent. He enjoys all sports, especially basketball and weight lifting. Outside of work, he enjoys traveling and reading about behavioral economics. He is also passionate about philanthropic activities, as well as his faith.

P:713-243-6719

IAN FISCHER

Research Associate

Ian Fischer joined Crossmark in December 2019 and serves as a Research Associate on the Responsible Investments team.

Prior to joining Crossmark, Ian was serving military families in Tampa, FL as a Financial Planning Associate with First Command Financial Services. He then moved to Birmingham, MI, joining the Wealth Team at Schechter Wealth as an Investment Analyst, focusing on high-end, customizable insurance products for ultra-high net worth clients.

Born and raised in Frankenmuth, MI, Ian then attended Michigan Technological University and obtained a Bachelor of Science in Finance and a Minor in Economics.

Being a former collegiate athlete, Ian still enjoys all sports, particularly football. In his free time, he enjoys cooking, traveling, and all things outdoors.

P:713-243-6744

MAGGIE MA

Institutional Investment Associate

Maggie Ma joined Crossmark in June 2020 and serves as the Institutional Investment Associate.

Prior to her role at Crossmark, Maggie was a Financial Analyst at Goldman Sachs for two years. Maggie graduated from Washington & Lee University with a Bachelor of Science with Special Attainments in Commerce. She holds the Series 7 and Series 63 licenses.

Outside of work, Maggie is involved with her church where she plays the violin on the worship team. She enjoys mission work and spending time with her family.

P:713-243-6712

MARCOS A. JUAREZ

Senior Marketing Associate

Marcos Juarez serves as Senior Marketing Associate for Crossmark. He manages all graphic design responsibilities for digital and print. In addition, he helps with product data reporting on a quarterly basis. He's been with the company since 2001.

Marcos graduated with an A.A.S. in Multimedia and Graphic Design from The Art Institute of Houston.

Born in Guatemala City, he resides in Houston, TX. Marcos is a member of his local church, and is an avid sports fan.

P:713-243-6782

MANDUWEM MBRIDE

Marketing Associate

Manduwem Mbride joined Crossmark in May of 2017 and currently serves as the Marketing Associate for the firm. Her role includes assistance in the marketing strategy, branding, content development, and other graphic design responsibilities.

Mandu graduated with a Bachelors of Business Administration in Marketing and Entrepreneurship from the University of Houston. Prior to Crossmark, she served as a Marketing Assistant at Active Link Optical.

Mandu currently resides in Houston, Texas where she loves spending time exploring Houston’s exciting cuisines and expressing her creativity. She also enjoys serving on the social media team of her local church.

P:713-243-6725

ANGELO GOMEZ

IT Helpdesk Technician

Angelo Gomez joined Crossmark in May 2017 and currently serves as the IT Helpdesk Technician who oversees all aspects of Information Technology for the firm.

Prior to Crossmark, Angelo served in United States Marine Corps for 12 years in the Intelligence Field as a Special Intelligence communicator at which he did two tours in Iraq. He ended his military obligation, and received a Bachelors in Management Information Systems from Wayland Baptist University.

Born in Lubbock, TX, Angelo has had the opportunity to live all over the world and many states. Being a native Texan brought him back to Texas where he now lives in La Porte. In his free time Angelo enjoys playing sports and traveling.

P:713-243-6722

ANAIBIS VELASQUEZ

Accounting Manager

Anaibis Velasquez reports directly to COO. Her responsibilities include Accounts Receivable and Accounts Payable.

Anaibis has been with Crossmark since Feb 2017. Prior to joining Crossmark, Anaibis served as an Accounts Receivable Specialist for SureTec. Her responsibilities consisted of cash reconciliations, preparing agency statements, verifying and processing accounting and finance data entries.

Anaibis obtained her Bachelors of Business Administration in Accounting from (UHD) University of Houston-Downtown. Before moving to the Lone Star State of Texas in 2009, Anaibis lived in The Sunshine State of Florida. Anaibis enjoys spending time with her family, in addition to traveling, fishing, and snorkeling. She resides in Houston with her husband and two daughters.

P:713-243-6733

CHANTELL CORGILL

Senior Human Resources Associate

Chantell Corgill joined Crossmark in August 2010 and serves as a Senior Human Resources Associate. She is responsible for the day-to-day operations of Human Resources to include employee relations, benefits administration, employee policies and procedures, and new hire onboarding. Chantell began her career in Human Resources in 1999 at Klein Bank, a privately owned bank in Houston.

Born and raised in the Houston area, Chantell has stayed in her hometown and is married with two daughters. She stays busy volunteering at her daughter's school, as well as the National Charity League, a mother-daughter volunteer organization.

P:713-243-6736

JANICE DARDEN

Office Administrator and Executive Assistant

Janice Darden serves as Office Manager and provides administrative assistance to the CEO, COO, and other principals. She assists on special projects and provides technical and logistical support for all departments. Janice is responsible for the day-to-day functions of the office.

Janice joined R.H. Jenswold & Co. in 2005 and, with the Crossmark acquisition in 2009, she transitioned to the position of AR Administrator. Her responsibilities then included the complete Accounts Receivable cycle (account set-up, preparation & delivery of invoices, allocation of payments, collections and AR reporting to the CEO). Janice moved to her current position in 2017.

Although she is a native Texan, Janice has lived in seven states and attended Victor Valley University in California. While living in Florida, Janice volunteered with an organization supporting caregivers of HIV positive infants and toddlers.

Janice has always maintained that her greatest accomplishments have been her two amazing daughters and four remarkable grandchildren.

P:713-243-6713

JESSICA GUNTER

Sr. Compliance Officer & Associate General Counsel

Jessica Gunter joined Crossmark in June 2020. As the Senior Compliance Officer and Associate General Counsel, she manages the daily workflow within the Compliance and Steward Fund Administration group, as well as fosters relationships with key business partners.

Jessica has a Bachelor’s Degree in Political Science from St. Bonaventure University, a Franciscan (O.F.R.) university located in upstate New York, as well as a Juris Doctorate from Baylor Law School.

Jessica passed the Texas State Bar Exam in 2013 and began working with Alliantgroup, a Houston-based corporate tax consulting firm. Following her work as a corporate attorney, Jessica served as Assistant District Attorney in Denton County, Texas. Most recently, her passion for Christian education brought her back to Houston as an educator with the Archdiocese of Galveston-Houston. While working for St. Laurence Catholic School, Jessica continued to practice law as a pro-bono immigration lawyer representing unaccompanied minor children in partnership with Catholic Charities.

Jessica continues to serve the Catholic Church by sponsoring teens entering into the Sacrament of Confirmation, as well advocating for the marginalized through the use of her time and talents.

P:713-243-6764

CHERICE PEOPLES

Compliance Associate

Cherice Peoples serves as Compliance Associate for Crossmark Global Investments. She supports the Compliance Department in an administrative role including distribution, review and maintenance of annual and quarterly compliance forms and logs as well as monitoring and tracking of Continuing Education requirements including Firm Element Education for all employees.

Cherice has over 10 years of experience in the financial industry. Prior to joining Crossmark, she worked at Energy Capital Credit Union for 9 years. She started as a Member Service Representative and also served as the Branch Manager of two different branches in Houston, TX where she assisted members with a variety of financial needs. She has been with Crossmark for the past two years.

Cherice currently resides in Richmond, TX and has a daughter currently in college working towards achieving her degree in Sports Psychology. Cherice is a member of her local church, and enjoys traveling and spending time with family and friends in her free time.

P:713-243-6742

COURTNEY CURTIS

Compliance Associate

Courtney Curtis joined Crossmark in September 2017 and works in the Compliance Department. Courtney began her career in 1999 at Invesco, an independent investment management firm, spending the next 15 years in a variety of roles within the firm including Sales Strategy Manager, Retirement Plans and Programs Specialist and Instructional Designer.

Born and raised in Houston, Texas, Courtney earned her Bachelor's degree in Business Management from Sam Houston State University. She continued her education by taking courses in the Master's program at the University of Houston and Seminary classes at Southwestern Baptist Theological Seminary. Courtney also holds a Series 7 and 66 license and has a Chartered Retirement Plans Specialist designation.

As an active member of her community, Courtney serves on the board of a local non-profit organization. She enjoys staying busy supporting her two children in their athletic and academic pursuits along with volunteering at her church and in the National Charity League, a mother-daughter organization. Courtney and her husband, Brandon, reside in Sugar Land, Texas with their two children, Nyah and Benjamin.

P:713-243-6735

KATY CAVALIER

Investment Administration Manager

Katy Cavalier joined Crossmark in March, 2017 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Manager, she is involved in new account administration as well as corporate action processing. She had 4 years of project accounting experience prior to joining Crossmark.

Katy graduated with a B.S. in Finance from Louisiana State University. Katy enjoys spending her off time traveling and visiting her family in Louisiana.

P:713-243-6717

JOVANKA CHARLES

Investment Administration Associate

Jovanka Charles joined Crossmark in 2016 and works primarily with the Portfolio Administration team. Her role ranges from reconciling customer accounts to producing ad hoc reports.

Jovanka brings over 8 years in accounting experience in a variety of industries and markets. She holds a Masters in Business Administration for Henley Business School as well as a BSc in Economics and Management from The University of the West Indies.

In her free time Jovanka loves travelling to new and exciting places. Gardening and Yoga are her two favorite ways to relax and unwind.

P:713-243-6781

KIRSTIE VILLAFUERTE

Investment Administration Associate

Kirstie Villafuerte joined Crossmark’s Investment Administration team in March of 2020. Her primary responsibilities as an Investment Administration Associate include account reconciliation and reporting.

Kirstie spent most of her life living in New York and Virginia, but decided to move to Houston upon graduating from the Virginia Commonwealth University in May of 2017. Kirstie graduated with a B.S. in Business Marketing and has spent the majority of her work experience in leadership roles within the finance, service, and insurance industries.

In her free time, Kirstie enjoys being with her family, watching movies, traveling, and discovering new food and restaurants.

P:713-243-6730

JACQUELINE MIRELES

Investment Administration Associate

Jacqueline Mireles joined Crossmark January 2020 as part of the Investment Administration Team. As an Investment Administration Associate she is currently responsible for portfolio reconciliation and reporting.

Jacqueline graduated Magna Cum Laude from St. Edward’s University in December of 2018 with a BBA in Economics. While in college, Jacqueline held multiple campus leadership positions and completed a 6-month internship with the Texas-Israel Economic Development Council in Austin. She is a member of Alpha Phi Omega, a non-profit service fraternity that came together to volunteer for the community, campus, and organization.

Upon graduation her family decided to open a Pizzeria in Cypress, seeing as how in the past her family’s businesses had failed, Jacqueline decided to take on the challenge to create a successful restaurant for her family. Jacqueline had been working as a Business Analyst & Office Administrator for the family’s business since. Her family is now currently onto opening their second location. She still continues to support her family’s business however she can.

Jacqueline loves traveling when she gets the chance. Often she, along with her parents, host pilgrimages to Israel and Europe.

Jacqueline was born and raised in the Katy/Cypress area of Houston, but she did live in Austin for two years while attending University. During her time off she enjoys spending time with Louie her Shih-Tzu diving into a good book or exploring Houston with family and friends.

P:713-243-6793

MICHELLE HUNT

Administrative Associate

Michelle Hunt joined Crossmark as an Administrative Associate in early 2018. In this role, Michelle provides support to the firm’s Investment Administration and Accounting departments. Her responsibilities include document management, digital file retention, expense report and billing administration, and support for a variety of special projects.

Prior to joining Crossmark, Michelle worked in a variety of service roles, including over two years spent in digital data administration.

Michelle has lived in the Katy, Texas area for over 30 years. In her free time, she enjoys serving in the Children’s Ministry of her local church. While she thoroughly enjoys her time spent working with children, her greatest joy is found in the many adventures that she shares with her three amazing sons.

P:713-243-6739
MICHAEL L. KERN, III, CFA®
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
VICTORIA L. FERNANDEZ, CFA®
Chief Market Strategist
JIM COPPEDGE
General Counsel & Chief Compliance Officer
CHARLIE SYLVESTER
Managing Director – Head of Sales & Distribution
JOHN R. WOLF
Managing Director
Portfolio Manager
PAUL C. TOWNSEN
Managing Director
Portfolio Manager
SCOTT FRAKES
Senior Vice President - Advisor Solutions
ANDREW GOTFRIED, CIMA®
Sr. VP - National Accounts & Global Institutional Group
JORDAN IZUMI, CFP®
Vice President - National Accounts & Mutual Fund Sales
ROBERT A. KARISCH
Senior Regional Advisor Consultant
KYU HAN
Regional Advisor Consultant/Internal Sales Manager
GRANT HEEMER
Regional Advisor Consultant
GRAHAM FORSSMAN
Regional Advisor Consultant
KASSIANA JOHNSON
Sales Strategy Coordinator
AUDRA SEYMOUR
Client Service Associate
BRENT LIUM, CFA®
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
RYAN E. CAYLOR, CFA®
Portfolio Manager & Head of Research
GINA M. GARCIA
Senior Trader
COURTNEY FOLKERTS
Marketing Manager
TIFFANY NUNN, AIF® , CSRIC™
Senior Responsible Investing Specialist
BRANDON HUTCHISON
Senior Trading Associate
IAN FISCHER
Research Associate
MAGGIE MA
Institutional Investment Associate
MARCOS A. JUAREZ
Senior Marketing Associate
MANDUWEM MBRIDE
Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
JESSICA GUNTER
Sr. Compliance Officer & Associate General Counsel
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
KATY CAVALIER
Investment Administration Manager
JOVANKA CHARLES
Investment Administration Associate
KIRSTIE VILLAFUERTE
Investment Administration Associate
JACQUELINE MIRELES
Investment Administration Associate
MICHELLE HUNT
Administrative Associate
MICHAEL L. KERN, III, CFA®
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
VICTORIA L. FERNANDEZ, CFA®
Chief Market Strategist
JIM COPPEDGE
General Counsel & Chief Compliance Officer
CHARLIE SYLVESTER
Managing Director – Head of Sales & Distribution
JOHN R. WOLF
Managing Director
Portfolio Manager
PAUL C. TOWNSEN
Managing Director
Portfolio Manager
SCOTT FRAKES
Senior Vice President - Advisor Solutions
ANDREW GOTFRIED, CIMA®
Sr. VP - National Accounts & Global Institutional Group
JORDAN IZUMI, CFP®
Vice President - National Accounts & Mutual Fund Sales
ROBERT A. KARISCH
Senior Regional Advisor Consultant
KYU HAN
Regional Advisor Consultant/Internal Sales Manager
GRANT HEEMER
Regional Advisor Consultant
GRAHAM FORSSMAN
Regional Advisor Consultant
KASSIANA JOHNSON
Sales Strategy Coordinator
AUDRA SEYMOUR
Client Service Associate
BRENT LIUM, CFA®
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
RYAN E. CAYLOR, CFA®
Portfolio Manager & Head of Research
GINA M. GARCIA
Senior Trader
COURTNEY FOLKERTS
Marketing Manager
TIFFANY NUNN, AIF® , CSRIC™
Senior Responsible Investing Specialist
BRANDON HUTCHISON
Senior Trading Associate
IAN FISCHER
Research Associate
MAGGIE MA
Institutional Investment Associate
MARCOS A. JUAREZ
Senior Marketing Associate
MANDUWEM MBRIDE
Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
JESSICA GUNTER
Sr. Compliance Officer & Associate General Counsel
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
KATY CAVALIER
Investment Administration Manager
JOVANKA CHARLES
Investment Administration Associate
KIRSTIE VILLAFUERTE
Investment Administration Associate
JACQUELINE MIRELES
Investment Administration Associate
MICHELLE HUNT
Administrative Associate

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Our History

Overview

Crossmark Global Investments is a boutique investment management firm. We provide a full suite of investment management solutions to institutional investors, financial advisors and the clients they serve. We have a multi-decade legacy of specializing in values-based investing strategies for clients.

1987

Crossmark becomes an independent investment advisory firm originally operating under the name Capstone Financial Services.

1996

Crossmark develops its first values-screened client portfolio.

1998

Crossmark creates its first values-screened family of Funds called Social Ethics and Religious Values Funds (SERV).

2000

Crossmark develops its first screening categories for its Separately Managed Accounts (SMAs).

2004

Crossmark creates the Steward Mutual Fund series of values-screened funds.

2008

Crossmark creates the Steward Global Equity Income Fund, an actively managed dividend strategy that includes value screens.

2017

Crossmark rebrands from Capstone Financial Services to Crossmark Global Investments.

2020

Crossmark receives its sixth consecutive Lipper Fund Award for the Steward Global Equity Income Fund Institutional Class (SGISX) as best Global Income Fund over a 5-year and 10-year period.

The Lipper Fund Awards from Refinitiv recognized the Steward Global Equity Income Fund at the U.S. Lipper Fund Awards March 5, 2020, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the 5-year and 10-year periods ending 11/30/2019. The number of peer funds included in the category was 29 for the 5-year period and 18 for the 10-year period. Each award was based on the Fund achieving the highest Lipper Leader for Consistent Return value (Effective Return Net of Expenses) over the stated time period.

From Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license.

The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser.

Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.