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Ed Jaroski
Directeur/Membre du Conseil chez
Philadelphia Life Asset Management Co.
Profil
Edward Leonard Jaroski is the founder of Crossmark Global Investments, Inc. which was founded in 1987.
He held the position of President & CEO from 1987 to 2016.
Currently, he is a Director at Philadelphia Life Asset Management Co. Mr. Jaroski's former positions include President & Chief Executive Officer at Roger H.
Jenswold & Co., Inc., Chairman & President at Church Capital Fund, Director at Capstone Financial Services, Inc., President & Director at CFS Consulting Services LLC, and Vice President-Finance at Philadelphia American Life Insurance Co. He was also the Chief Executive Officer & Director at Capstone Financial Solutions LLC from 2008 to 2012.
Mr. Jaroski's education history includes an undergraduate degree from Temple University (Pennsylvania).
Postes actifs de Ed Jaroski
| Sociétés | Poste | Début |
|---|---|---|
Philadelphia Life Asset Management Co. | Directeur/Membre du Conseil | - |
Anciens postes connus de Ed Jaroski
| Sociétés | Poste | Fin |
|---|---|---|
| SIMPLICITY ESPORTS AND GAMING COMPANY | Directeur/Membre du Conseil | 26/06/2023 |
Crossmark Global Investments, Inc.
 Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark provides asset allocation, investment advice, and discretionary investment management services that cover equity securities, options on equity securities, corporate debt instruments, government and agency securities, municipal securities, mutual funds, and exchange traded funds (ETFs). The specific investment style chosen for each individual client is based upon the goals, objectives and individual needs of the client. | Directeur Général | 01/03/2016 |
Capstone Financial Services, Inc. | Directeur/Membre du Conseil | 01/05/2015 |
Roger H. Jenswold & Co., Inc.
 Roger H. Jenswold & Co., Inc. Investment ManagersFinance Roger H. Jenswold & Co.'s (RJC) investment style incorporates both growth and value philosophies. The resulting blend, GARP, seeks to limit the risks of growth stocks by keeping price at the forefront of all investment decisions. They select stocks using a bottom-up, fundamental approach. The companies selected have positive business outlooks, improving cash flow returns on internal investment, improving Wall Street analysts' estimates of future earnings, attractive reinvestment opportunities in their respective business and reasonable current stock price valuations. They do not attempt to time the market. The firm's balanced asset mix is determined by each client's specific needs and objectives. In particular, a client's cash-flow demands and his tolerance for market value volatility determine the relative weighting of equities and fixed-income in a balanced portfolio. The allocation among the various classes of securities may shift as one asset class outperforms the others. The portfolio manager may opt to accept this new market value revision in asset allocation as long as the resulting market-driven asset mix is still consistent with the client's longer-term goals and, therefore, does not jeopardize the likelihood of attaining those goals. Once the asset allocation guidelines are determined, the specific stocks are selected from the firm's buy list. The fixed investment portion is typically structured to moderate volatility for more risk-averse client objectives or as a means to immunize clients from specific future cash liabilities. To immunize cash flow liabilities, the firm matches bond maturity dates and par amounts with the timing and amounts of future cash flow obligations anticipated by the client. The remaining fixed-income funds are invested in bonds having an ascending series of maturity dates. RJC avoids the lure of predicting oscillations within interest rate markets. Additionally, the firm examines the operational and financial results of the issuing company to ascertain its ability to meet its future debt servicing obligations before buying for the client. | Directeur Général | 31/12/2012 |
Capstone Financial Solutions LLC
 Capstone Financial Solutions LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/01/2012 |
Formation de Ed Jaroski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
43
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Crossmark Global Investments, Inc.
Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark provides asset allocation, investment advice, and discretionary investment management services that cover equity securities, options on equity securities, corporate debt instruments, government and agency securities, municipal securities, mutual funds, and exchange traded funds (ETFs). The specific investment style chosen for each individual client is based upon the goals, objectives and individual needs of the client. | Finance |
Roger H. Jenswold & Co., Inc.
Roger H. Jenswold & Co., Inc. Investment ManagersFinance Roger H. Jenswold & Co.'s (RJC) investment style incorporates both growth and value philosophies. The resulting blend, GARP, seeks to limit the risks of growth stocks by keeping price at the forefront of all investment decisions. They select stocks using a bottom-up, fundamental approach. The companies selected have positive business outlooks, improving cash flow returns on internal investment, improving Wall Street analysts' estimates of future earnings, attractive reinvestment opportunities in their respective business and reasonable current stock price valuations. They do not attempt to time the market. The firm's balanced asset mix is determined by each client's specific needs and objectives. In particular, a client's cash-flow demands and his tolerance for market value volatility determine the relative weighting of equities and fixed-income in a balanced portfolio. The allocation among the various classes of securities may shift as one asset class outperforms the others. The portfolio manager may opt to accept this new market value revision in asset allocation as long as the resulting market-driven asset mix is still consistent with the client's longer-term goals and, therefore, does not jeopardize the likelihood of attaining those goals. Once the asset allocation guidelines are determined, the specific stocks are selected from the firm's buy list. The fixed investment portion is typically structured to moderate volatility for more risk-averse client objectives or as a means to immunize clients from specific future cash liabilities. To immunize cash flow liabilities, the firm matches bond maturity dates and par amounts with the timing and amounts of future cash flow obligations anticipated by the client. The remaining fixed-income funds are invested in bonds having an ascending series of maturity dates. RJC avoids the lure of predicting oscillations within interest rate markets. Additionally, the firm examines the operational and financial results of the issuing company to ascertain its ability to meet its future debt servicing obligations before buying for the client. | Finance |
Church Capital Fund
 Church Capital Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Philadelphia American Life Insurance Co.
 Philadelphia American Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capstone Financial Services, Inc. | |
Capstone Financial Solutions LLC
Capstone Financial Solutions LLC Investment ManagersFinance Provides investment advice | Finance |
CFS Consulting Services LLC
 CFS Consulting Services LLC Financial ConglomeratesFinance Provides financial services | Finance |
Simplicity Esports & Gaming Co.
 Simplicity Esports & Gaming Co. Movies/EntertainmentConsumer Services Owns and manages professional e-sports teams | Consumer Services |
Philadelphia Life Asset Management Co. |
