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Every financial decision has a spiritual component, which can even be true of our investing strategies. So, how can we get our investments in line with our values? On today's Faith & Finance Live, Bob Doll will join host Rob West to answer the question, “Why should we strive for faith-based money management?”
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Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing over 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Faith & Finance, and Fox Business News.
Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.
Bob received a BS in accounting and a BA in economics from Lehigh University and an MBA from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the Chartered Financial Analyst® designation from the CFA® Institute.
Rob West is the host of the nationally syndicated radio programs, Faith & Finance, Faith & Finance Live, and The Faith & Finance Minute. Rob also serves as the CEO and spokesperson of Kingdom Advisors, an international community of financial professionals who are specialists in delivering biblically wise financial advice. Rob has dedicated his professional career to work at the intersection of faith and finance having led a successful faith-based financial services firm and speaking frequently on the topic. Rob and his wife, Julie, live in Marietta, GA with their four children.