Great Investors
Great Culture
Great People

Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO) and assumed the additional role of Chief Executive Officer (CEO) in January 2024. Bob provides strategy for the firm, oversees the management team, guides the investment teams at Crossmark and also serves as portfolio manager for multiple Crossmark large-cap strategies. He utilizes his more than 40 years of industry experience and expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as Bloomberg TV, Fox Business News, CNBC and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen (2012-2021) and Blackrock (2006-2012), President and Chief Investment Officer at Merrill Lynch Investment Managers (1999-2006), and Chief Investment Officer at Oppenheimer Funds, Inc. (1987-1999).

Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses.

Bob dedicates his time as choir director at his local church and also serves or has served on a number of boards including the Alliance of Confessing Evangelicals, Cairn University, Christianity Today, Gordon Conwell Theological Seminary, Kingdom Advisors, The Lausanne Movement, Movement.org, National Christian Foundation, New Cannan Society, Princeton Healthcare System, and Word of Life Fellowship.

Bob and his wife Leslie currently reside in Princeton, New Jersey and have three children and one grandchild.

James joined Crossmark in June of 2022. He is responsible for leading Crossmark’s Operations team. Before joining Crossmark, he spent 28 years at Invesco, with the last 15 years as the Global Head of Performance and Risk.

James earned his B.B.A. in Finance and Real Estate from New Mexico State University and holds the FINRA Series 7 and 63 licenses.

James and his wife Tracy were born and raised in New Mexico. They have lived in the Houston area for the last 30 years and have two sons. James enjoys spending time with family and friends and using his love of sports and outdoors in serving as the team photographer for the Strake Jesuit Track and Cross Country teams.

Jim Coppedge joined Crossmark in June 2017 as General Counsel and Chief Compliance Officer. Before joining Crossmark, Jim served as deputy general counsel for American International Group, leading a team that provided legal and compliance services to AIG’s global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, leading a department 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 with a position in the law department of USAA (a diversified financial services firm). 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. He currently serves on the Boards of Directors of the Society of St. John DeMatha, the University of Houston Cougar Investment Fund, the University of Houston College of Business Foundation, and the Holy Child Charity.

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

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 on networks including Bloomberg, CNBC, Fox Business and Yahoo Finance. She is also responsible for managing the Crossmark Fixed Income Investment team while serving as Portfolio Manager for 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 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. In addition, she stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in Literacy Strong, a local non-profit developed by her daughter to fight illiteracy. Victoria currently resides in Houston, and when not in the office, she enjoys walking her labradoodle and diving into a good book.

Heather Lindsey joined Crossmark in August of 2021 and currently serves as Managing Director and Head of Distribution. She is responsible for leading all aspects of distribution, including retail, institutional, national accounts, and client service. Heather is focused on effectively positioning Crossmark’s investment strategies, overall mission, and core values. She is a member of the Crossmark Executive Leadership Team and an Executive Officer for the Steward Funds. Before joining Crossmark, Heather was Senior Vice President, Head of Strategic Accounts at Invesco. Throughout her 24 years with Invesco, Heather held various roles of increasing responsibility and was dedicated to creating successful client partnerships with wealth management, retirement, annuity, and sub-advised platforms.

Heather earned a B.S. in Finance from the University of New Orleans. She holds FINRA Series 7, 24, 51, and 66 licenses.

As an active member of her community, Heather volunteers at Strake Jesuit in Houston and fundraising events supporting the National Hemophilia Foundation. She enjoys spending time with her family and friends (often at high school cross country and track meets). Heather lives in Sugar Land, Texas, with her husband, Carey, and son, William.

Gregory Brunk joined Crossmark in 2023 and serves as Client Portfolio Manager with responsibilities related to product strategy and positioning. He has been in the asset management industry since 1992 and most recently was Managing Director, Senior Equity Product Specialist with Blackrock and held similar roles with Nuveen and Van Kampen.

Greg led a wide range of initiatives from product launches to restructuring projects to developing strategy to help reverse years of net outflows. He has frequently engaged with financial advisors/clients to provide strategy updates and portfolio reviews, as well as served as a speaker at industry events and new business presentations. Greg graduated from the University of Iowa. He holds the FINRA Series 7, 24 and 63 licenses.

Greg and his family are actively involved with Misericordia Heart of Mercy in Chicago. Greg lives with his wife, Moira, in Chicago. They have three children and a bulldog.

Andy joined Crossmark in June of 2022. He is responsible for leading Crossmark’s Advisor Solutions Group (ASG) and Global Institutional Group (GIG). ASG focuses on retail sales and distribution of our Separately Managed Account Strategies and the Steward Family of Mutual Funds, while GIG focuses on customized solutions for institutional clients. Before joining Crossmark, Andy was Team Leader, High Net Worth at Fidelity. He also spent 24 years at Invesco, where he held various roles of increasing responsibility and was dedicated to creating successful partnerships with wealth management, retirement, annuity, and sub-advised clients.

Andy earned a Bachelor of Arts in English from the University of Houston and holds the FINRA Series 6, 7, 9, 10, 24, 26, 51, 63, and 65 licenses.

Andy enjoys spending time with his friends and family. He lives in Houston, Texas, with his wife, Beckie, daughter, Ava, and son, Zachary. Andy also enjoys working out and playing golf.

Kyu Han joined Crossmark in December 2017 and currently serves as Director of Internal Sales and Client Service for Crossmark. Kyu manages Crossmark’s Advisor Solutions Group and Global Institutional Group Client Services teams. He also manages the Regional Advisor Consultants, who helps to drive business by providing advisors with updated product and marketing information.

Kyu has been in the financial services industry for more than 20 years. Before joining Crossmark, he served as an Internal Sales Consultant, Compliance Officer, and Operations Assistant Supervisor for Invesco.

Kyu graduated with a B.B.A in Management from the University of Houston and holds his FINRA Series 7, 26, 63, and 65 licenses. He lives in Houston with his wife Ann and three children, Emma, Vivienne, and Brayden. He enjoys chess, golfing, and volunteering at his children’s schools.

Jordan Izumi leads our national accounts efforts by managing key relationships with intermediary distribution partners and expanding access to Crossmark’s suite of investment strategies. Jordan entered the financial services industry in 2008. He joined Crossmark in 2015 after serving with the firm’s parent company, AGFinancial, where he focused on workplace retirement plans and values-based investments.

Jordan earned a B.B.A. from Evangel University and an MBA from Texas A&M University. He currently holds the Certified Financial Planner™ designation and FINRA Series 7, 24, 63, and 65 licenses.

Originally from Hawaii, Jordan now resides in Houston with his wife Denae and their two children. Outside of Crossmark, he enjoys playing music and serving in ministry organizations.

Rob joined Crossmark in 2022 and serves as Head of Equity Investments – Portfolio Manager within the Equity Investments team. Rob has more than 30 years of investment management experience. Prior to joining Crossmark, he served as a portfolio manager at Invesco, focusing primarily on the company’s dividend value investment strategies.

He began his career at Criterion Investments but quickly moved to AIM/Invesco, where he held leadership roles in quantitative and equity analysis and as a derivatives trader. Rob holds a B.B.A. in Finance and International Business from the University of Texas at Austin and a Master of International Management from Thunderbird, The American Graduate School of International Management. He is also a CFA® charterholder.

Rob enjoys staying active and has completed several Ironman triathlons. He lives in the Houston area with his wife, four children, and three dogs and loves cheering for his kids and their baseball and volleyball teams at Strake Jesuit and St. Agnes Academy.

Zach joined Crossmark in 2023 and serves as Regional Consultant to the Southeast region. He began his career in the asset management industry as an Internal Sales Associate at Hines. Prior to asset management, he was a member of the Houston Police Department for 7 years where he served as both a police officer and a detective.

Zach is a graduate of Sam Houston State University. He holds FINRA Series 7, 63 and 65 licenses. Zach lives with his wife, Rana and his 3-year-old daughter Mila, in Houston. He and his wife are looking forward to welcoming their new daughter in February of 2024.

Ryan Caylor joined Crossmark in June of 2016 and currently serves as Portfolio Manager and Head of Research. As Portfolio Manager, he is responsible for co-managing several of our equity strategies in the large cap space.

As Head of Research, he is responsible for quantitative and fundamental research on markets, sectors, and individual companies, in addition to overseeing the firm’s values-based research team in support of Crossmark’s Portfolio Managers and Investments group.Before joining Crossmark, Ryan was a sell-side equity research analyst at energy investment bank Tudor, Pickering, Holt & Co., covering competitive power and electric utility stocks.

Previously, he 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, three children, and dog.

Jovanka joined Crossmark in 2016 and currently serves as an Accounting Associate with responsibility for company account reconciliation and billing. Jovanka has more than eight years of accounting experience in a variety of industries and markets. Prior to assuming her current position in June 2021, she served as an Investment Operations Associate and worked for five years within the Investment Operations team. Early in her career, Jovanka worked as a statistician for the government of Trinidad.

Jovanka holds a B.S. in Economics and Management from The University of the West Indies, as well as a Master of Business Administration from Henley Business School in the United Kingdom. Originally from Trinidad and Tobago, Jovanka relocated to Texas in 2014. In her spare time, she loves traveling to new and exciting places. When at home, gardening and yoga are her two favorite ways to relax and unwind.

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, including 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 institution in Houston.

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

Andrew Cullivan joined Crossmark’s investment team as a Portfolio Manager in April 2024. He is responsible for managing Crossmark’s enhanced index products and custom equity index solutions. Prior to joining Crossmark, Andrew spent over a decade in the financial services industry, most recently serving as a portfolio manager for First Trust Direct Indexing L.P. (formerly Veriti Management; acquired by First Trust Capital Partners, LLC).  During that time, Andrew developed and implemented a systematic investment platform for management and trading of customized separately managed accounts with a focus on direct-indexing strategies, including values-aligned strategies for institutional clients and tax-aware strategies for high-net-worth investors. He began his career with FactSet Research Systems Inc. specializing in quantitative and risk management solutions, serving clients in the Northeast and Canadian regions. Andrew earned his bachelor’s degree in finance from Bentley University and is a CFA® Charterholder.

Andrew earned his bachelor’s degree in Finance from Bentley University and is a CFA Charterholder.

Outside of work, you can find Andrew searching for powder in the mountains, trying to land a fish in the bay or keeping his ball in the fairway.

Jared joined Crossmark in October of 2023 and currently serves as Regional Vice President for the Northeast territory. Prior to joining Crossmark, he was a Regional Advisor Consultant at Columbia Threadneedle Investments.

He earned his degree in finance from Bryant University, and currently holds FINRA Series 7, 63 and 65 licenses.

Jared currently lives in Boston, Massachusetts with his wife Cece. When he isn’t meeting with clients, you can find him spending time with family and friends, on the water fishing or in the mountains skiing.

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

Born and raised in Houston, Texas, Courtney earned her B.S. 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 Series 7 and 66 licenses and has a Chartered Retirement Plans Specialist designation.

As an active member of her community, Courtney serves as Chairman for the Fort Bend Forum, 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. Courtney and her husband, Brandon, reside in Sugar Land, Texas with their two children, Nyah and Benjamin.

Patrick Garboden serves as Senior Portfolio Manager for Crossmark’s municipal bond products. He has been part of the financial services industry since 1984, including 19 years with Smith Barney. His broad financial background includes 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. Before 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.

Pat has also held Series 3, 4, 5, 8, 15, and 24 securities licenses. When he is not spending time with his wife, two daughters, or four grandchildren, he enjoys fishing, boating, woodworking, and photography. Pat is also a private pilot; he has been a Civil Air Patrol member, an Auxilliary of the Air Force, since 2005 and has built two Van’s RV9A airplanes.

Gina Garcia has been with Crossmark since 2000 and currently serves as Senior Trader. An integral component of the investment process, Gina works with portfolio managers to implement the company strategies. Before joining Crossmark, she was responsible for budget administration and operations procedures in the aerospace industry.

Gina enjoys reading about the newest trends in interior design and exploring Houston’s diverse culinary and artistic opportunities. When not in the office or enjoying city life, Gina utilizes her creative talent for interior design by assisting others with home decoration and renovation projects.

Seth joined Crossmark in 2023 as the Regional Vice President for the South Territory. Prior to joining Crossmark, Seth was a Regional Director (wholesaler) with Voya Investment Management. At Voya, he led the sales force in year-over-year territory sales growth for each of the last 5 years.

Seth graduated with a B.S. from Taylor University. He holds the FINRA Series 7, 63, and 65 licenses as well as the Chartered Special Needs Consultant® (ChSNC®) designation.

Seth lives with his wife, Jordan, in Nashville. They enjoy spending time outdoors with their two dogs Salem (Golden Doodle) and Dixie (German Shorthaired Pointer).

Robert Ghandour joined Crossmark in March 2024 as a Regional Consultant for the Ohio Valley.

Prior to joining Crossmark, Robert was a Private Client Banker and Community Home Lending Advisor with JPMorgan Chase. Previously, he worked for Bank of Montreal in the Legal and Compliance department. Throughout his eight years in the financial industry, Robert held various roles dedicated to serving clients and strengthening his business relationships.

Robert earned a Bachelor of Business Management from Ted Rogers School of Management. He holds FINRA Series 6, 63, and 65 licenses as well as his Canadian Securities Certificate. Outside of work, he enjoys spending time with his wife and daughter, going on walks with his dog, and early morning workouts.

Grant Heemer joined Crossmark in January 2021 and serves as Regional Vice President for the SouthwestRegion. 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. 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 earned his B.B.A. in marketing and B.S. 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 holds 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 civic club. He currently sits on the board of his church as Mission’s Chair as well as his neighborhood’s board. 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 adventurous activities, travel, music, sports, cooking, and home improvement projects.

Michelle Hunt joined Crossmark in early 2018 and currently serves as a Senior Operations Associate. In this role, she provides support to the firm’s Investment Operations and Accounting departments. Michelle’s responsibilities include document management, digital file retention, expense report, and billing administration, along with providing support for a variety of special projects.

Before joining Crossmark, Michelle worked in various service roles, including over two years of 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 she shares with her three amazing sons.

Karaline joined Crossmark in August of 2023 and currently serves as a Marketing Associate. In this role, she is responsible for designing and producing social media, email marketing, and website content, as well as managing event planning for conferences and webinars.

Karaline graduated Magna Cum Laude with a BBA in International Business and a BA in Spanish Language in May of 2023 from St. Edward’s University in Austin, Texas.

While in college, Karaline held many campus leadership roles, including Marketing Director of the student-led non-profit, Students Expanding Austin Literacy, that mentored underserved bilingual elementary students. She completed a marketing internship at University Federal Credit Union, where she oversaw the employee volunteer program that focused on positively serving local housing communities. In her senior year, she worked as a Resident Assistant, Spanish 1 Teaching Assistant, part-time dance teacher, and intern for the World Affairs Council.

Born and raised in Houston, Karaline is an active member of the Central Texas dance community. Karaline enjoys spending time with friends and family, going to the gym, riding her bike, and traveling the world.

Kassiana Johnson joined Crossmark in June 2016 and serves as the Client Service Team Lead. Before joining Crossmark, she worked at Wells Fargo Advisors as an Associate Training Liaison.

Raised in the Midwest, Kassiana graduated from Maryville University in St. Louis, earning her Bachelor’s 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.

Marcos Juarez has been with Crossmark since 2001 and currently serves as Senior Marketing Associate. He is responsible for managing all graphic design requests for both digital and print material.

In addition, he helps with quarterly product data reporting. 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, Texas. Marcos is a member of his local church and is an avid sports fan.

Robert Karisch joined Crossmark in February 1990, and currently serves as Senior Regional 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.

Tamra joined Crossmark in November 2022 as Human Resources Director. She brings with her more than two decades of experience in HR and Operations and Project Management roles, including the past ten years in strategic and Operations leadership positions with faith-based organizations.

Born and raised in Texas, Tamra graduated from University of Texas at Dallas with a B.S. in Business Administration and has earned the Society for Human Resource Management Senior Certified Professional certification (SHRM-SCP).

She enjoys spending time with family and friends, volunteering in her church, hiking, reading, and listening to live music.

Geo Kuzhippil joined Crossmark in October 2024 and primarily serves as an Institutional Client Service Associate for the Global Institutional Group.

Geo began his career in the financial services industry at Equitable Advisors, where he earned his Series 7 and Life and Health Insurance licenses. He most recently worked in wealth management at Kestra Financial, where he earned his Series 99. Geo has held various roles of increasing responsibility, with a consistent focus on building strong relationships with clients.

He earned a bachelor’s degree in Finance from the University of Houston and is currently completing his MBA at Lamar University. Geo plans to pursue his CFP designation in the near future.

Outside of work, Geo is an active member of his community, coaching youth basketball teams at his place of worship when time allows. He enjoys staying physically active, whether by playing pickup basketball or jogging in the mornings, and he has a passion for travel.

Katy Knott joined Crossmark in March 2017 and is currently responsible for managing the Investment Operations team responsible for client account reconciliations and sales reporting. As an Investment Operations Manager, she is involved in new account administration and performance reporting and also manages the firm’s compliance with Global Investment Performance Standards. Before joining Crossmark, she had four years of project accounting experience.

Katy graduated with a B.S. in Finance from Louisiana State University and is currently studying for the Certificate in Performance Measurement (Level II) exam from the CFA Institute.

Outside of work, Katy enjoys spending her time traveling and visiting family.

Mary Lynn Meadows joined Crossmark in June 2021 and serves as a Regional Consultant for the South and Northeast regions. With over 18 years of sales experience, she has a passion for helping financial advisers and their clients. Before joining Crossmark, Mary Lynn worked at Edward Jones, earning her FINRA Series 7 and 66 securities licenses.

She attained a B.A. in Marketing, with a sales concentration, from Texas State University at San Marcos. A native Texan, Mary Lynn considers Midland, Texas her hometown, but currently resides in Houston.

She enjoys animals, travel, and giving back to her community. Mary Lynn enjoys participating in philanthropic activities with Crossmark.

Biff Miller joined Crossmark in October 2024. He is responsible for leading Crossmark’s efforts servicing and calling on institutional clients and their consultants. Before joining Crossmark, Biff was Director, Client Relations, at ARGA Investment Management. Throughout his 28 years in the investment management industry, Biff has also held various consultant relations roles at Schroders, U.S. Trust, and MFS Investment Management.

Biff earned a B.A. from St. Lawrence University and an M.B.A. from Babson College. He holds FINRA Series 7 and 63 licenses and is a CFA® Charterholder.

Biff and his family reside in the Boston area. An active community member, he volunteers at the Brookline Food Pantry and serves on the board of the Brookline Music School. A lifelong baseball fan, Biff also coached Little League for many years when his children were younger.

Megan Miller joined Crossmark in March 2023. She is responsible for the accounting and finance, facilities, and project management needs of the organization. Before joining Crossmark, she spent 15+ years at American International Group (AIG), most recently in the role of Global Head of Compliance Operations, Corporate Compliance Training, and Compliance Chief of Staff.

Megan is a native Texan and earned her M.S. in Accounting from the University of Houston. As an active member of her community, Megan volunteers with various events supporting Houston Livestock Show & Rodeo and serves on the events committee of her home church. She also enjoys spending time with her family and friends, and doing outdoor activities with her two Doodles.

Scott Mui joined Crossmark Global Investments in June 2021 as an Equity and Fixed Income Trader at the Houston headquarters. As of October 2022, Scott has assumed oversight of the equity and fixed income trading operations and is the Head Trader responsible for managing the trading desk.

Scott earned a B.S. in Business Management from Stony Brook University and a M.S. in Real Estate from Baruch College. He holds the series 7 and 63 securities licenses. Prior to joining Crossmark, he was a Director at PNC Capital Markets. In his 11-year tenure at this broker-dealer, he served a variety of roles within Fixed Income Sales and Trading with a focus on agency MBS, IG credit, and mortgage loans. Prior to PNC, Scott served two years as an analyst at Morgan Stanley in its Equity Derivative Client Service Group handling trade support and settlement operations.

Born and raised in the New York area, Scott now lives in Houston, Texas with his wife, Carolyn, and their two daughters. In his free time, he loves being with family and friends, playing basketball, mentoring youth, traveling, eating, and investing in real estate.

Tracy joined Crossmark in May 2021 as Assistant to the Chief Executive Officer and Chief Investment Officer. Prior to arriving at Crossmark, Tracy held similar roles at Nuveen, BlackRock, and Merrill Lynch Investment Managers.

Tracy earned an Associates Degree in Liberal Arts from Ocean County College and an Executive Assistant certification from The Katharine Gibbs School.

Born and raised in New Jersey, Tracy enjoys spending time with family and friends, especially at the Jersey Shore, and is an avid runner. Tracy and her husband Michael currently reside in Manalapan, New Jersey.

Jacqueline Perry joined Crossmark in January 2020 as an Investment Operations Associate. In this role, she is 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, she held several campus leadership positions and completed a six-month internship with the Texas-Israel Economic Development Council in Austin. As a member of the nonprofit service fraternity Alpha Phi Omega, she and other volunteers serve their campus, community, and the nation as well as each other.

After graduation, her family decided to open a pizzeria in Cypress (having been unsuccessful in a previous attempt). Jacqueline decided to take on this challenge and has worked as their Business Analyst and Office Administrator ever since. With her family now opening a second location, Jacqueline plans to continue her support.

Jacqueline was born and raised in Houston’s Katy/Cypress area but lived in Austin for two years while at the university. During her time off, she enjoys her Shih-Tzu (Louie), diving into a good book, and exploring Houston with family and friends. Jacqueline also loves traveling and, when time allows, she and her parents have hosted pilgrimages to Israel and Europe.

Thomas joined Crossmark in June of 2021 as a summer intern and currently serves full-time as Research Associate. He is responsible for assisting the CIO in building and maintaining quantitative models as well as leveraging his technical skills to help build a more integrated work environment for the firm. Before joining Crossmark, Thomas studied computer science at Rice University.

Throughout his undergraduate years at Rice, Thomas participated in additional athletic and academic activities as captain of the pole vault team and a student tutor.

Thomas is working towards earning a B.A. in Computer Science from Rice University. He enjoys spending his time learning more about computer systems and developing personal programs. Thomas currently lives in the Houston area.

Caleb joined Crossmark in March of 2022 and serves as an Investment Operations Associate. His primary responsibilities include account and portfolio reconciliation and reporting. Prior to joining Crossmark, Caleb began his career in financial services at First Bethany Bank & Trust in Oklahoma.

Caleb holds a B.S. in Business Administration, as well as an M.B.A., from Southern Nazarene University. Originally from Oklahoma, he met his future wife there and moved to her hometown of Houston to be married in June of 2022. In his free time, Caleb enjoys participating in activities with family and friends, playing basketball, and pursuing new adventures.

Kendahl Ross joined Crossmark in June 2024 as a Compliance Associate.

Prior to joining Crossmark, Kendahl worked as a State Farm Agency Account Representative for one year following a short stint working in collegiate athletics.

Kendahl earned a Bachelor of Business Administration from Sam Houston State University in December 2022. He holds his Series 7, 63, and 65 licenses and is currently pursuing his master’s degree in Organizational Leadership.

Kendahl was born and raised in Houston, Texas, the youngest of six siblings. He enjoys spending time with his family and friends as well as finding ways to stay involved at his church.

Virginia joined Crossmark in 2022 and serves as a Client Service Associate. Prior to joining Crossmark, Virginia was in the field of client service and sales for multiple years. She began her career as a Sr. Customer Care Specialist with Principal Financial Group in the Group Administration Center. Originally from Nebraska, she recently relocated to Houston.

Virginia holds a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln.

She enjoys spending time with family and friends and also enjoys going on walks.

Audra Seymour joined Crossmark in March of 2020 and serves as the Compliance & Fund Administration Project Coordinator. Before joining Crossmark, she held management positions at a marketing firm and Vivaldi Music Academy at their Bellaire, Texas, location. Raised in Louisiana, Audra graduated from the University of Louisiana at Lafayette, where she earned a B.A. in Communications, majoring in Public Relations and minoring in Business.

Audra earned her Certified Regulatory and Compliance Professional (CRCP) designation from the FINRA Institute at Georgetown and holds the Series 7 and 66 licenses. She lives in Houston and enjoys trying new types of cuisine, cooking classes, and frequenting museums.

Ryan joined Crossmark in February 2024 as the Regional Vice President for the Central Territory. Ryan has been in the financial services industry since 2007, and prior to joining Crossmark, served as Vice President, Regional Director, at Goldman Sachs Asset Management; Regional Consultant at S&P Global; and Relationship Manager at RBC Capital Markets.

Ryan earned a B.S. in finance from Valparaiso University. He holds FINRA Series 7 and 66 licenses.

Ryan lives in Maple Grove, Minnesota, with wife Megan and their four children—Roman, Cecilia, Scarlett, and Vivienne—who attend Heritage Christian Academy. He loves to spend time outdoors boating on the lake, relaxing in the mountains of Idaho, or unwinding by the pool at the family beach house in Florida. He takes pride in coaching his son’s baseball team and volunteering at his children’s school in the Watch D.O.G.S. program. Ryan’s passion for financial services extends into real estate investing—he’s the owner of several investment properties.

Will Sorrell joined Crossmark in October 2024, where he leads the firm’s messaging and methodology around values-based investing strategy. He specializes in quantitative analysis, qualitative research, corporate engagement, and thought leadership for both institutional and retail investors. Will is also Crossmark’s Senior Proxy Advisor and chairs the Active Ownership Committee.

Before joining Crossmark, Will served as Director of Values-Based Investing at OneAscent. With nearly a decade of experience at the intersection of faith and financial services, Will has contributed original content to numerous publications, including Barron’s and Christianity Today.

Will earned an MBA from Samford University’s Brock School of Business and a Master of Divinity from Beeson Divinity School.

A resident of Birmingham, Alabama, Will enjoys spending time with his wife, daughter, and Labrador retriever. He is an active member of Grace Fellowship and enjoys cooking new recipes, exploring new destinations, and running or cycling on new routes.

Paul Townsen began his investment career at Crossmark in June of 1993. Since 2005, he has served as Portfolio Manager for the Crossmark Covered Call Income SMA and Steward Covered Call Income Fund. In 2021, Paul was promoted to Managing Director within the Equity Investments Team.

Since starting his career at Crossmark, Paul has worked in a variety of roles within the investment and trading teams, with a focus on trading operations across multiple strategies. In addition to his current responsibilities as portfolio manager and head of trading and investment operations, he also serves as a member of Crossmark’s leadership team.

Paul earned a B.B.A. in Finance from the University of the Incarnate Word in San Antonio, Texas. He currently resides in Houston with his wife Jennifer and four children, Mackenzie, Tristan, Noah, and Presley.

Rob joined Crossmark in March of 2024 as Regional Vice President for the Ohio Valley Territory. Prior to Joining Crossmark, he held senior sales roles at Transamerica Investments, Nuveen Investments, and most recently, Angel Oak Capital Advisors.

With over 30 years’ experience in the investment industry, Rob is a valuable resource to the top retail and institutional advisors from the Ohio Valley to the Mid Atlantic. He is frequently asked to speak about industry trends to advisors and investors.

Rob graduated from Miami University and holds the FINRA Series 7, 26, 63, and 66 licenses.

Rob and his family are actively involved in fundraising efforts for multiple charities and ministries around the country. In his spare time, he enjoys playing golf and learning about the history of the game.

Anaibis Velasquez joined Crossmark in 2017 and currently serves as Accounting Manager. In this role, Anaibis reports directly to the COO and oversees all activities pertaining to the Accounts Receivable and Accounts Payable functions. These activities include the analyses of revenues and expenditures, cash and bank account management/reconciliation, vendor relationship management, and all aspects of budget administration.

Before joining the firm, Anaibis served as an Accounts Receivable Specialist for SureTec, handing cash reconciliations, agency statement preparation, and processing and verifying accounting transactions.

Anaibis earned her B.B.A. in Accounting from the University of Houston-Downtown. Anaibis moved from Florida to Texas in 2009 and now resides in Houston with her husband, two daughters, and her Chihuahua named Papi. She enjoys spending time with her family, traveling, and outdoor activities such as fishing, snorkeling, and outdoor picnics.

Kirstie Villafuerte joined Crossmark in March of 2020. As an Investment Operations Analyst, her primary responsibilities include account reconciliation and reporting.

Kirstie has lived most of her life in New York and Virginia but decided to move to Houston after graduating from Virginia Commonwealth University in May 2017. Kirstie earned a B.S. in Business Marketing and has considerable 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.

Laura joined Crossmark in February 2024 as part of the Marketing team. She’s responsible for supporting Crossmark’s marketing efforts through editorial and digital strategy.

Before joining Crossmark, Laura worked in communications roles across industries, including oil and gas, health sciences, higher education and financial services. She spent 20 years at Invesco leading brand, marketing and shareholder communications teams.

Laura earned her undergraduate and master’s degrees from The University of Texas at Austin. She enjoys volunteering at The University of Texas M.D. Anderson Cancer Center’s Children’s Art Project.