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Thursday, June 03, 2021|
Doll Crosses Over to a Faith-Based Boutique
A high-profile fundster PM is taking over the investment team at a 34-year-old, faith-based, SRI mutual fund boutique. The firm had 48 employees (not counting clerical staff) and $4.1 billion in AUM as of its most recent form ADV, which was filed in October 2020.
Barron's, Citywire, FA, InvestmentNews, Napa-Net, P&I, and ThinkAdvisor are among the publications that covered Doll's new gig.
At Crossmark (home of the Steward Funds), Doll will report to Kern and work alongside Victoria Fernandez, the asset manager's chief strategist. Doll is based in Princeton, New Jersey and will open a Crossmark office. And he's launching a weekly investment commentary: Doll's Deliberations. (Doll is also known for his annual ten predictions about the markets and politics.)
Before joining Nuveen in 2012, he served in a similar capacity at BlackRock. Earlier, he served as president and CIO of MLIM (before BlackRock bought it) and as CIO of OpFunds. He is an alumnus of the University of Pennsylvania's Wharton School and of Lehigh University, and he has spent more than 40 years in the industry.
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