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Steward Select Bond Fund Class Institutional (SEACX)
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22.48
+0.04
+0.18%
25/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 191.33M
Steward Select Bond Inst
22.48
+0.04
+0.18%
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SEACX Overview
On this page you'll find an in-depth profile of Steward Select Bond Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of SEACX among other information.
Contact Information
Address
5847 San Felipe, Suite 4100
Houston,TX 77057
United States
Houston,TX 77057
United States
Phone
(800) 262-6631
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Victoria Fernandez | Chief Market Strategist | 2014 | Now |
| Biography | 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 ear 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 stay 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. | ||
| Claude C Cody | Portfolio Manager | 2010 | 2016 |
| Biography | Claude Cody began his investment career in 1976 as a securities analyst for American General Insurance Company in Houston. Later he was promoted to portfolio manager in the equity department. After American General, Mr. Cody managed fixed income and equity portfolios for a variety of financial institutions that included pension funds, savings institutions, insurance companies and mutual funds. He was also a Senior Portfolio Manager at AIM Management and was responsible for the AIM Balanced Fund. Mr. Cody has lectured at Boston University, Rice University and the University of Houston. | ||
| Edward L. Jaroski | President, CEO, co-Founder | 2011 | 2016 |
| Biography | Mr. Jaroski began his career in 1969 and has began to engage in fixed income in the financial services industry since 1972. Mr. Cody’s primary function is performing research. Mr. Cody began his investment career in 1976 as a securities analyst for American General Insurance Company in Houston. Later he was promoted to portfolio manager in the equity department. After American General, Mr. Cody managed fixed income and equity portfolios for a variety of financial institutions that included pension funds, savings institutions, insurance companies and mutual funds. Previously, he was a Senior Portfolio Manager at AIM Management. Mr. Cody joined Capstone Asset Management Company in 2010. He received his MBA from The University of Texas and BA from Vanderbilt University. Mr. Jaroski received his BBA from Temple University and has achieved the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Fellow Life Management Institute (FLMI). Ms. Fernandez and Mr. Cody are both Senior Vice Presidents of CAMCO, while all three are Fixed Income Portfolio Managers and members of the Investment Policy Committee of CAMCO. | ||
| Howard S. Potter | Senior Fixed Income Portfolio Manager | 2004 | 2011 |
| Biography | Howard Potter joined Roosevelt in 2011 as a Senior Fixed Income Portfolio Manager. Prior to Roosevelt, Mr. Potter was an Executive Vice President and Senior Fixed Income Portfolio Manager at Capstone Asset Management Company. Before joining Capstone, Mr. Potter founded New Castle Advisers, Inc. managing two sub-advised fixed income mutual funds. New Castle merged with Capstone in 1995. Mr. Potter earned his BA from the University of Wisconsin and an MA from Northwestern University. | ||
| Edward L. Jaroski | President, CEO, co-Founder | 2004 | 2006 |
| Biography | Mr. Jaroski began his career in 1969 and has began to engage in fixed income in the financial services industry since 1972. Mr. Cody’s primary function is performing research. Mr. Cody began his investment career in 1976 as a securities analyst for American General Insurance Company in Houston. Later he was promoted to portfolio manager in the equity department. After American General, Mr. Cody managed fixed income and equity portfolios for a variety of financial institutions that included pension funds, savings institutions, insurance companies and mutual funds. Previously, he was a Senior Portfolio Manager at AIM Management. Mr. Cody joined Capstone Asset Management Company in 2010. He received his MBA from The University of Texas and BA from Vanderbilt University. Mr. Jaroski received his BBA from Temple University and has achieved the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Fellow Life Management Institute (FLMI). Ms. Fernandez and Mr. Cody are both Senior Vice Presidents of CAMCO, while all three are Fixed Income Portfolio Managers and members of the Investment Policy Committee of CAMCO. | ||
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