What Matters Most

At Crossmark, we fundamentally believe that alignment with your values should be central to investment decisions. That's why we focus each day on delivering the tools, solutions and innovation necessary to make investing with purpose a reality.

Service
Integrity

We do the right thing.

Service
Courage

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

Service
Commitment

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

Service
Proficiency

We are passionate about business expertise.

Service
Professionalism

We represent ourselves and our constituents with excellence.

Meet Our Team

  • 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.

  • Scott Wynant

    Managing Director

    As a Managing Director, Scott Wynant brings over 35 years’ experience in financial and investment services to Crossmark where he currently focuses on wealth management solutions for Institutions and High Net Worth families. Clients include foundations, endowments, retirement plans and families. Scott also works closely with the CEO on special projects including new business development and opportunities.

    Prior to joining Crossmark, Scott served as first Vice President of Smith Barney for 16 years in Oregon and Northern California, and 11 years as Executive Vice President of AG Financial Trust and Investment Services in Springfield, Mo. Scott was instrumental in the creation of AG Financial Wealth Management Solutions, LLC in 2003 and the Steward family of faith-based mutual funds. He served as Chief Investment Officer and member of the AG Financial Investment Committee from 1998 to 2008. He holds the Series 7, 63, 65, 66, and 24 securities licenses.

    Raised in the Northwest and a proud third generation Oregon Duck, Scott and his wife Nancy reside in Houston, TX and are members of Hope City Houston. Scott has served on various not for profit boards in the past and currently is a board member for El Centro Network. Scott and Nancy have two married children and six grandchildren and are blessed to have them all reside in Houston.

    P:713-243-6711 E:swynant@crossmarkglobal.com
  • Luke Lloyd

    Senior Investment Advisor

    Luke Lloyd joined Crossmark in September 2009 and currently serves as Senior Investment Advisor responsible for financial planning, risk analysis, strategic investment consulting, client relationship management and ongoing portfolio analysis.

    Luke has been in the financial services industry for more than 15 years. Prior to Crossmark, he served as a financial advisor for both Wells Fargo and Chase Investments.

    Raised in the Houston area, Luke graduated with a B.B.A in Finance from the University of Iowa and holds the Series 7 and 66 securities licenses. He lives in Houston with his wife Lindsey, daughter London and son Liam. He enjoys spending his free time training for his next marathon and mountain biking.

    P:713-243-6709 E:llloyd@crossmarkglobal.com
  • Lupe Gomez

    Senior Wealth Management Associate

    Lupe Gomez serves as a Senior Wealth Management Associate. She assists with building new client relationships, portfolio analysis, and providing excellent client service to all existing clients, while helping them reach their goals.

    Lupe joined Crossmark in 2008. She was previously a Senior Investment Administration Associate where she assisted with reporting, overseeing new account processes as well as portfolio performance research and analysis.

    Lupe earned her Bachelor of Business Administration in Finance from the University of Houston – Downtown. She enjoys Latin dancing for a hobby and spending time with her dog, an Italian Mastiff.

    P:714-243-6707 E:lgomez@crossmarkglobal.com
  • Victoria 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.

  • Melville Cody

    Senior Portfolio Manager

    Melville Cody serves as Senior Portfolio Manager for Crossmark’s Large Cap Growth and TAAP portfolios. He also sits on the firm’s Investment Policy Committee.

    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.

Company History

2003

Steward Capital Advisors (SCA) is formed to serve faith based institutions and private clients

2004

Steward Capital Advisors (SCA) creates the Steward Family of Mutual Funds in partnership with AG Financial Solutions and Crossmark Global Investments

2008

Steward Capital Advisors (SCA) merges with Crossmark Global Investments

2018

Crossmark Wealth Management is created as an independent service provider to private clients and institutions

What Matters Most

Local community outreach

Recognizing our responsibility to surrounding communities, we believe every effort should be made to support local charities and organizations, specifically those in which our employees have a unique interest.

Mission trip to Haiti

Our Corporate Giving and Engagement Program advances the firm’s objectives to make a difference through philanthropy. Our people seek to make a difference through financial support, volunteering and partnerships with nonprofit organizations within their communities.