Leadership Team
Chris Wallis, CFA,CPA
CEO and CIO
- 31 years investment management, research and accounting experience
- M.B.A., Harvard Business School (1998); B.B.A. Accounting, Baylor University (1991)
Steven Psaledakis
President
- 26 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.
Chad Fargason, Ph.D.
Senior Portfolio Manager - U.S.
- 23 years investment management and research experience
- Ph.D. Mathematics (1998), M.A. Mathematics (1996), Duke University; B.A. Mathematics, Rice University (1994)
Scott Weber, CFA
Senior Portfolio Manager - U.S.
- 27 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
- 22 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
- 17 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.
- 21 years investment management and research experience
- Masters in Accounting, B.B.A. with Honors in Accounting, The Ohio State University (2002)
Benjamin Carrier, CFA
VICE PRESIDENT - U.S.
- 9 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.
- 9 years investment management and research experience
- B.B.A. Finance, Southern Methodist University (2014), B.S. Political Science (2014)
Sundeep Khanna, CFA
Vice President - U.S.
- 18 years investment management and research experience
- B.S. Electrical & Computer Engineering Honors, The University of Texas (2005)
Masa Matsumura, Ph.D.
Vice President - International
- 13 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
Adam Rich, CFA
Vice President - U.S.
- 13 years investment management and research experience
- B.S. Business Management, Brigham Young University (2010)
Earl Lee, CFA
Associate – Equity
- 11 years financial analysis experience
- M.B.A., The University of Texas at Austin, 2012, Finance; B.S., Purdue University, 2007, Industrial Engineering
Corrine Richter
Equity Analyst
- 2 year investment management and research experience
- M.S.A. Brigham Young University, Marriott School of Business (2021)
Zhongjie (Matt) Wang
Associate - International Equity
- 4 years financial analysis experience
- M.B.A., Northwestern University, Finance & Management Science, 2022; B.A., University of Manitoba, Economics, 2016
Fixed Income
Michael Hanna
Director and Senior Portfolio Manager
- 23 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
- 13 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
- 30 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
- 25 years investment and trading experience
J. D. Michael
Senior Vice President
- 30 years investment and trading experience
- M.B.A., Finance, University of St. Thomas (2008); B.B.A., Strategic Management, Texas A&M University (1993)
Risk | Compliance
William Wojciechowski, Ph.D.
Chief Risk Officer
- 21 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 Risk and Analysis
- 1 year portfolio risk and analysis experience
- B.S., Texas A&M University, 2022
- Professional Background: Vaughan Nelson since 2022
Carlos Gonzalez
Chief Compliance Officer
- 27 years investment compliance and financial services experience
- B.S. Political Science and Spanish, Santa Clara University, (1993)
Marketing | Finance | Operations
Mark Farrell
Managing Director - Business Development
- 30 years investment and trust experience
- M.B.A., St. Edward's University (1991); B.A., St. Edward's University (1990)
Susan Darshad
Managing Director - Finance
- 37 years investments and financial services experience
- B.B.A. Accounting, University of Houston-Victoria (1993)
Nathan Sloan
Managing Director - Operations
- 23 years operational and technical experience
- B.B.A., Management Information Systems, Texas A&M University (2000)
Ellen Freeman
Director - International Operations
- 17 years investment management experience
- B.A., Art History, Saint Mary's College (2005)
