SMAs Designed for a Variety of Investor Goals
Chris D. Wallis, CFA®, CPA®
CEO, CIO, Senior Portfolio Manager
Vaughan Nelson Investment Management
Chris Wallis is Chief Executive Officer, Chief Investment Officer, and a Senior Portfolio Manager at Vaughan Nelson Investment Management. He serves on the portfolio management team and as a member of the firm’s Management Committee.
Mr. Wallis joined the firm in 1999 and was previously employed by Simmons & Company International and Coopers & Lybrand, L.L.P. He has over 25 years of investment management, financial analysis, and accounting experience.
Mr. Wallis received a BBA from Baylor University and an MBA from Harvard Business School. He is a CFA® charterholder and a member of the CFA Society of Houston.
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Funds Managed
Vaughan NelsonSelect Fund
High-conviction value stock fund that seeks significant returns using flexibility across market cap, style and other investment types.
Vaughan NelsonSmall Cap Value Fund
High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.
Vaughan NelsonValue Opportunity Fund
High-conviction small/mid-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.