About
Mel Cody is Senior Portfolio Manager at Crossmark Global Investments, Inc., based in Houston, TX, where he leads portfolio management responsibilities for a variety of actively managed equity and balanced mutual funds. He serves as co-portfolio manager for several of the firm's Steward Funds, coordinating day-to-day management decisions and overall investment strategy alongside the research and analyst team.
Mr. Cody focuses primarily on U.S. and global equities across multiple sectors, with a particular emphasis on values-based and socially responsible investment strategies. His work includes managing diversified large-cap and small/mid-cap equity portfolios and developing multi-asset solutions tailored to both institutional and retail investors.
With a career at Crossmark dating back to 2005 and previous experience as a securities analyst and research director, Cody brings decades of industry expertise to his role. He holds a BBA from the Honors Program and an MBA in Finance from The University of Texas at Austin, and is recognized for his analytical insight and contributions to the growth of values-based asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crossmark Global Investments, Inc. | Senior Portfolio Manager | Jan 2005 to Present | Portfolio Manager -Large Cap Core Growth* -TAAP (Tactical Asset Allocation using ETFs) -Steward Funds *Large Cap Core Growth was awarded a Six-Star "Top Gun" performance rating for the five-year perio... |
Education
The University of Texas at Austin
BBA Honors Program and MBA, Finance
1973 — 1979
Skills & Expertise
Others at Crossmark Global Holdings, Inc. (5)
| Name | Role | Location |
|---|---|---|
A Andrew Cullivan | Portfolio Manager | Boston, MA , United States |
| Portfolio Manager | Houston, TX , United States | |
R Ryan Caylor | Head of Research | Houston, TX , United States |
| Chief Investment Officer | Princeton, NJ , United States | |
| Head Trader | Houston, TX , United States |