Bob Doll, the market strategist who’s known for his annual predictions on the markets, has been named president and chief executive of Crossmark Global Investments, a faith-based investment management firm headquartered in Houston, where he has served as chief investment officer since 2021.
Doll succeeds Mike Kern, Crossmark’s president and CEO since 2015, who is leaving to pursue other opportunities.
Doll will continue to serve as the firm's CIO in addition to being president and CEO.
“Crossmark’s clients have benefitted from Bob’s exceptional investment expertise, market perspective, and institutional leadership ever since he joined our firm, and we are excited about the vision and direction that he will bring to the organization in his expanded role as president and CEO,” Crossmark’s board said in a statement. “His investment market acumen, including his perspective as the manager of our U.S. Large Cap Equity strategies, will be valuable elements of his overall vision for our firm.”
Doll has been in the asset management industry for 44 years. Before joining Crossmark, he was chief equity strategist and senior portfolio manager at Nuveen Asset Management. Earlier, he serving as chief equity strategist at BlackRock, president and chief investment officer at Merrill Lynch Investment Managers, and chief investment officer at Oppenheimer Funds.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.