Alexandra Namavar
Professional Summary
Alexandra Namavar is the current Chief Executive Officer (CEO) at Christian Brothers Investment Services (CBIS). Her professional profile lists Burbank, California as her location. CBIS is known for providing socially responsible investment management specifically catered to Catholic institutions.
Company Overview
Christian Brothers Investment Services, Inc. (CBIS), founded in 1981 by the De La Salle Christian Brothers, is a Catholic, socially responsible investment management firm and a Registered Investment Advisor. CBIS focuses on unifying faith and finance, assisting Catholic investors in achieving their investment goals through responsible asset management.
Key Details:
- Global Offices: Chicago, New York, San Francisco, Rome, Madrid
- Client Base: Over 800 Catholic investors worldwide
- Investment Approach: Multi-strategy, leveraging third-party institutional investment firms to sub-advise portfolios, ensuring a diversification of styles and minimizing risk.
Leadership and Organizational Structure
As the CEO, Alexandra Namavar leads a distinguished team of executives, including:
- Jeffrey A. McCroy: President and Chief Executive Officer
- Andrea Favaloro: President – Global
- John W. Geissinger, CFA: Co-Chief Investment Officer
- Thomas Digenan, CFA, CPA: Co-Chief Investment Officer
- Sarah E. McClain: Chief Marketing Officer
- Cece Novotny: Chief Operating Officer
- Kerri A. Shields, CPA: Chief Financial Officer & Global Head of Product
- Michael A. Jackson, C(k)P, AIFA, CPFA: Managing Director – Co-Head of U.S. Distribution
- Michael Bell, CFA: Managing Director – Co-Head of U.S. Distribution
Key Offerings and Strategies
Catholic Responsible Investments (CRI):
CBIS offers:
- Single-Asset Funds: Tailored for long-term investments for retirement, endowment, and welfare purposes.
- Multi-Asset Funds (CRI Magnus® Funds): Designed as a turnkey fund-of-funds option with substantial investments in CUIT’s no-load pooled investment vehicles.
Unique Selling Proposition:
- Catholic Responsible InvestmentsSM (CRI): A unique approach to socially responsible investing, integrating Catholic teachings into investment strategies.
- Active Ownership Methods: Enhancing investment portfolios to align with Catholic beliefs while providing sound financial returns.
Company History and Milestones
- 1981: CBIS founded.
- 1983: Establishment of the Catholic United Investment Trust (CUIT).
- 2018: Launch of the CUIT Magnus® Series.
- 2021: Conversion of CUIT funds to CRI funds, expanding CBIS's reach to a broader audience.
Corporate Values and Achievements
CBIS emphasizes the importance of blending ethical considerations with financial strategies. The firm strives to support its clientele with innovative solutions that remain faithful to Catholic moral teachings.
Note: The provided report synthesizes all relevant details about Alexandra Namavar and CBIS, offering insight into her role and the company’s operations, leadership, investment philosophy, and historical context. This comprehensive profile is aimed at equipping those preparing for professional engagements with Alexandra Namavar.
