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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capstone Financial Services, Inc. | Head of Research | Dec 2019 to Present | — |
| Capstone Financial Services, Inc. | Portfolio Manager | Apr 2020 to Present | — |
| Capstone Financial Services, Inc. | Senior Research Analyst | Jul 2016 to Mar 2020 | — |
| Tudor, Pickering, Holt & Co. | Equity Research Associate | Jun 2015 to Jun 2016 | — |
| Tudor, Pickering, Holt & Co. | Equity Research Analyst | Apr 2013 to May 2015 | — |
| PWC | Associate - Transaction Services, Valuation Group | Sep 2011 to Mar 2013 | — |
| United States Army Reserve | Battalion Staff Signal Officer | Jan 2013 to Present | — |
| Burkenroad Reports Equity Research Program Tulane University | Investment Research Manager | Sep 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)
| Name | Role | Location |
|---|---|---|
A Andrew Cullivan | Portfolio Manager | Boston, MA , United States |
| Senior Portfolio Manager | Houston, TX , United States | |
| Portfolio Manager | Houston, TX , United States | |
| Chief Investment Officer | Princeton, NJ , United States | |
| Head Trader | Houston, TX , United States |
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