Investment Team

The Global SMID cap strategy is managed by a global team of 8 portfolio managers and analysts. The team has deep research expertise and a strong capital allocation track record. It also uses forward-looking risk management and detailed scenario analysis to enhance client outcomes.

Portfolio Managers

James Eisenman CFA, CPA
Lead Portfolio Manager

  • Began financial services and accounting career in 2002
  • Masters in Accounting, Ohio State University, 2002
  • B.B.A., Ohio State University, 2002, with Honours

Marco Priani CFA, CPA, FRM
Senior Portfolio Manager

  • Began financial and investment career in 2001
  • Joined Vaughan Nelson in 2019
  • MBA, The University of Chicago-Graduate School of Business, 2005
  • LLM, Northwestern University School of Law, 2006
  • MSF, Universidad Del CEMA, 1999
  • JD, Universidad De Buenos Aires-School of Law, magna cum laude, 1987

Kevin Ross CFA
Senior Portfolio Manager

  • Began financial and investment career in 2006
  • Joined Vaughan Nelson in 2019
  • MBA, The University of Chicago Booth School of Business, 2014
  • BSBA, Washington University, 2006

Chris Wallis CFA, CPA
CEO, CIO and Senior Portfolio Manager

  • 30 years’ investment management / financial analysis and accounting experience
  • MBA, Harvard Business School, 1998
  • BBA, Baylor University, 1991

Risk Management

William Wojciechowski, PhD
Chief Risk Officer

  • 20 years investment management and financial analysis experience
  • PhD, Rice University, 2001
  • MA, Rice University, 1999
  • MS, West Virginia University, 1996
  • BS, Carnegie Mellon University, 1992

Researchers

Name Title Investment Experience Joined Firm
Masa Matsumura Ph.D. Senior International Equity Analyst 11 years 2020
Sundeep Khanna CFA Vice President, Equity Investments 16 years 2020
Benjamin Carrier CFA Equity Analyst 7 years 2016