Crossmark Global Investments CEO and leadership

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.

Andrew and his wire saran, along wIth their Four children thorOughly enjoy serving in non-profit, Civic and ministry organizations. Andrew dedicates a couple of 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.

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.

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. (AlG), leading a team that provided legal and compliance services to the AIGs global consumer product businesses. Prior to joining AlG, 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 his time to philanthropic activities. He currently serves on the Board of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Jim and his wife, Krista, have three daughters.

Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing his 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large-cap strategies. He also utilizes his investment 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 CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.

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 on a number of boards including the Alliance of Confessing Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom Advisors, National Christian Foundation, Gordon Conwell Theological Seminary, The Lausanne Movement, Movement.org, Cairn University, and the Princeton Healthcare System.

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 crossmarks 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 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. When not in the office, she enjoys walking her Labradoodle and diving into a good book.