Leadership Team
Chris Wallis, CFA,CPA
CEO and CIO
- 33 years investment management, research and accounting experience
- M.B.A., Harvard Business School (1998); B.B.A. Accounting, Baylor University (1991)
Steven Psaledakis
President
- 28 years financial services experience
- M.B.A., University of Denver (1997); B.A. Japanese/Asian Studies, University of Colorado (1991)
Equities
Dennis Alff, CFA
Senior Portfolio Manager - U.S.
Scott Weber, CFA
Senior Portfolio Manager - U.S.
- 29 years investment management and research experience
- M.B.A. Tulane University - A.B. Freeman School of Business (1997); B.S. Natural Resources, The University of the South (1994)
Marco Priani, CFA, CPA, FRM
Senior Portfolio Manager - International
- 24 years investment management and research experience
- M.B.A. The University of Chicago, Graduate School of Business (2005); L.L.M. Northwestern University School of Law (2006)
Kevin Ross, CFA
Senior Portfolio Manager - International
- 19 years investment management and research experience
- M.B.A. The University of Chicago Booth School of Business (2014); B.S.B.A. Washington University Olin School of Business (2006)
James Eisenman, CFA, CPA
Portfolio Manager - Global, U.S.
- 23 years investment management and research experience
- Masters in Accounting, B.B.A. with Honors in Accounting, The Ohio State University (2002)
Adam Rich, CFA
Deputy CIO, Portfolio Manager - International
- 15 years investment management and research experience
- B.S. Business Management, Brigham Young University (2010)
Benjamin Carrier, CFA
VICE PRESIDENT - U.S.
- 11 years investment management and research experience
- B.B.A. cum laude, Finance, Economics and Baylor Business Fellows, Baylor University (2014)
Tyler Fry, CFA
VICE PRESIDENT - U.S.
- 11 years investment management and research experience
- B.B.A. Finance, Southern Methodist University (2014), B.S. Political Science (2014)
Sundeep Khanna, CFA
Portfolio Manager - U.S.
- 20 years investment management and research experience
- B.S. Electrical & Computer Engineering Honors, The University of Texas (2005)
Masa Matsumura, Ph.D.
Vice President - International
- 15 years investment management and research experience
- M.B.A. Finance and Entrepreneurship, The University of Chicago Booth School of Business (2014); Ph.D. Physics (2007), M.S. Physics (2005), B.S. Physics and Mathematics (2001), University of Alabama at Birmingham
Earl Lee, CFA
Vice President - U.S.
- 13 years financial analysis experience
- M.B.A., The University of Texas at Austin, (2012), Finance; B.S., Purdue University, (2007), Industrial Engineering
Corrine Richter
ASSOCIATE – U.S.
- 4 years investment management and research experience
- M.S.A. Brigham Young University, Marriott School of Business (2021)
Benjamin Ledig
Associate - U.S.
- 2 years financial analysis experience
- B.A., Vanderbilt University, (2023), Economics
Zhongjie (Matt) Wang
Associate - International
- 6 years financial analysis experience
- M.B.A., Northwestern University, Finance & Management Science, (2022); B.A., University of Manitoba, Economics, (2016)
Zach Buell, CFA
Associate - International
- 8 years investment management and financial analysis experience
- B.S., Brigham Young University, (2020), Finance, magna cum laude; Chartered Financial Analyst® designation
William Lee
Associate - US
- 2 years financial analysis experience
- B.A., Vanderbilt University, (2023), Economics
Capital Allocation
Yash Patil
Junior Associate - Capital Allocation
- M.S, Rice University, (2024), Engineering Management and Leadership; B.T., Vellore Institute of Technology, (2020), Mechanical Engineering
Fixed Income
Michael Hanna
Director, Senior Portfolio Manager
- 25 years investment management and analytical experience
- M.B.A. Finance, Rice University (2005); B.A. Spanish, University of Texas (1997)
Matt Caire, CFA,CMT,CFP
Portfolio Manager
- 14 years investment management and research experience
- M.S.F. Tulane University-A.B. Freeman School of Business (2010); B.A. Business Marketing cum laude, Texas State University, (2007)
Blanca Garza
Portfolio Manager
- 32 years investment and financial experience
- M.B.A. University of Saint Thomas (1996); B.A. University of Houston-University Park, French, Spanish, Minor Italian (1989)
Trading
Allyson Pearcy
Managing Director
- 27 years investment and trading experience
Deborah Sabo
Senior Trader
- 32 years investment and trading experience
Risk | Compliance
William Wojciechowski, Ph.D.
Chief Risk Officer, PORTFOLIO AND RISK ANALYSIS
- 23 years investment management and financial analysis experience
- Ph.D. Statistics, Rice University (2001) M.A. Statistics, Rice University (1999); M.S, Statistics, West Virginia University (1996); B.S. Applied Mathematics/Statistics, Carnegie Mellon University (1992)
Isabelle Long
Associate - Portfolio and Risk Analysis
- 3 years portfolio risk and analysis experience
- MBA, Texas A&M University, (2024); B.S., Texas A&M University, (2022)
Sarah Lai
Junior Associate - Portfolio and Risk Analysis
- M.S., Rice University, (2024), Statistics; B.A., The University of Texas at Austin, (2023), Human and Organizational Development
Carlos Gonzalez
Chief Compliance Officer
- 31 years investment compliance and financial services experience
- B.S. Political Science and Spanish, Santa Clara University, (1993)
Marketing | Finance | Operations
Susan Darshad
Managing Director - Finance
- 40 years investments and financial services experience
- B.B.A. Accounting, University of Houston-Victoria (1993)
Mark Farrell
Managing Director - Business Development
- 34 years investment and trust experience
- M.B.A., St. Edward's University (1991); B.A., St. Edward's University (1990)
Nathan Sloan
Chief Operating Officer
- 25 years operational and technical experience
- B.B.A., Management Information Systems, Texas A&M University (2000)
Ellen Freeman
Managing Director - Operations
- 19 years investment management experience
- B.A., Art History, Saint Mary's College (2005)
