Crossmark Global Investments Expands Advisor Solutions Group with Three Regional Directors
HOUSTON, Oct. 3, 2017 /PRNewswire/ -- Crossmark Global Investments, Inc. (Crossmark), a leading provider of responsible investment solutions, announced today that it has expanded its distribution team with three new hires. Zachary Shaw, Ariana Harris and Brian Perkes joined Crossmark in August, reporting to the firm's Managing Director and Head of Distribution, David Rentfrow.
Mr. Shaw, Mrs. Harris and Mr. Perkes will serve as Regional Directors in the firm's Advisor Solutions group, leading distribution efforts with financial advisors throughout the country.
"As investor interest in responsible investing strategies grows, our expanding team is well-equipped to help advisors develop and implement screened investing solutions to serve the needs of their clients," Mr. Rentfrow said. "In bringing these individuals on board, we are supporting our growth plans by reaffirming our commitment to the financial advisor community."
Mr. Shaw serves as Regional Director for the Western Region. Prior to joining Crossmark, he was a Vice President at BNY Mellon Institutional Investment Management.
Mrs. Harris serves as Regional Director for the Southeast Region. She joins Crossmark from Georgia-based Stadion Money Management, where she was a Regional Vice President.
Mr. Perkes serves as Regional Director for the Texas South Region. Previously, he spent 19 years at OppenheimerFunds, most recently serving as a Vice President and Senior Advisor Consultant Wholesaler.
Crossmark, formerly Capstone Financial Services, Inc., announced its new brand name on August 21, 2017, and has immediate plans to further expand its distribution team over the next six months. To learn more about Crossmark, visit the firm's website, crossmarkglobal.com, or LinkedIn page.
About Crossmark Global Investments:
Crossmark Global Investments is an independent investment advisor headquartered in Houston, Texas. The firm manages $5 billion in assets in equity, fixed income and balanced accounts as of June 30, 2017. Founded in 1987, the firm serves retail and institutional investors across the country. Crossmark is the exclusive manager of the award-winning Steward Funds, a family of values-based screened funds. The Steward Funds are offered by Crossmark Distributors, Inc., member FINRA/SIPC.
Media Contacts:
Stephanie Dressler/Nicole Hakimi
Dukas Linden Public Relations
(212) 704-7385
[email protected]/[email protected]
SOURCE Crossmark Global Investments
Share this article