Crossmark Global Investments is a faith-based boutique investment management firm that provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. 

Finance

Crossmark Global Investments

Crossmark Global Investments' headquarters in Houston, TX, United States

Victoria L. Fernandez

Heather Lindsey

Jim Coppedge

Paul C. Townsen

James A. Jacoby

Robert C. Doll

Andy Laster

Tamra Kearl

Gregory Brunk

Seth Gasick

Scott Mui

Rob Botard

Courtney Curtis

Katy Knott

Jordan Izumi

Gia Gaston

Laura Wagner

The Investment Management team at Crossmark Global Investments is responsible for developing and executing investment strategies aligned with the firm's faith-based principles. This team conducts in-depth market research, manages portfolios for institutional clients, ensures compliance with regulatory standards, and collaborates with strategic accounts to optimize investment performance. Their expertise directly supports the firm’s mission of delivering tailored investment solutions while upholding its core values.

Investment Management

The Leadership Team at Crossmark Global Investments is responsible for setting the strategic direction and overall vision of the firm. This team, comprising top executives such as the Chief Investment Officer and Chief Market Strategist, collaborates to ensure compliance with regulations, develop investment strategies, and guide market insights, all while upholding the company’s faith-based principles. Their leadership drives the firm’s commitment to delivering value to institutional investors and financial advisors through holistic investment solutions.

Leadership Team

The Client Services and Support team at Crossmark Global Investments is dedicated to enhancing client relationships and ensuring exceptional service delivery. Comprising Institutional Client Service Associates, Client Portfolio Managers, and Regional Vice Presidents, the team focuses on addressing client inquiries, providing tailored investment insights, and facilitating seamless communication between clients and investment professionals to align with the firm's faith-based values.

Client Services and Support

This department provides expert advice and consulting solutions to clients across various sectors.

Consulting Services

This department oversees regional sales strategies and drives revenue growth through leadership and management.

Sales Leadership

This department oversees organizational policies, employee relations, and administrative functions to support the workforce.

Crossmark Global Investments

Org chart

Teams

Investment Management

Leadership Team

Client Services and Support

Consulting Services

Sales Leadership

Administration and Human Resources

Offices

Crossmark Global Investments

Org chart

Teams

Investment Management

Leadership Team

Client Services and Support

Consulting Services

Sales Leadership

Administration and Human Resources

Offices

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