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 |