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Ryan Caylor

Head of Research at Crossmark Global Holdings, Inc.

Houston, TX , United States

About

Ryan Caylor serves as Head of Research and Portfolio Manager at Capstone Financial Services, Inc. in Houston, Texas. In these roles, he leads investment research efforts and oversees portfolio management, with responsibility for developing and implementing investment strategies across a range of mandates.

Caylor's investment expertise encompasses domestic large-cap equities, with a notable focus on options-based income strategies through the Crossmark Covered Call Income strategy, as well as values-based investment strategies such as those offered by the Steward Funds. He has contributed to the development and management of portfolios aimed at delivering income, total return, and responsible investing outcomes for clients including religious organizations, retirement plans, and individual investors.

Prior to becoming Head of Research in December 2019, Caylor served as Senior Research Analyst at Capstone, bringing extensive experience in financial analysis and portfolio construction. He holds a Master's in Accounting and Finance and a degree in Finance from Tulane University, grounding his investment approach in rigorous financial research and analysis.

Career History

OrganizationRoleDate RangeDetails
Capstone Financial Services, Inc.Head of ResearchDec 2019 to Present
Capstone Financial Services, Inc.Portfolio ManagerApr 2020 to Present
Capstone Financial Services, Inc.Senior Research AnalystJul 2016 to Mar 2020
Tudor, Pickering, Holt & Co.Equity Research AssociateJun 2015 to Jun 2016
Tudor, Pickering, Holt & Co.Equity Research AnalystApr 2013 to May 2015
PWCAssociate - Transaction Services, Valuation GroupSep 2011 to Mar 2013
United States Army ReserveBattalion Staff Signal OfficerJan 2013 to Present
Burkenroad Reports Equity Research Program Tulane UniversityInvestment Research ManagerSep 2010 to May 2011

Education

Tulane University - A.B. Freeman School of Business

Masters, Accounting, Finance

Tulane University

Finance

Others at Crossmark Global Holdings, Inc. (5)

NameRoleLocation
A
Andrew Cullivan
Portfolio ManagerBoston, MA , United States
Mel Cody
Mel Cody
Senior Portfolio ManagerHouston, TX , United States
Rob Botard
Rob Botard
Portfolio ManagerHouston, TX , United States
Bob Doll
Bob Doll
Chief Investment OfficerPrinceton, NJ , United States
Scott Mui
Scott Mui
Head TraderHouston, TX , United States