Our Key Differentiator is the Experience and the Stability of Our Investment Team

Stability is at the heart of any successful organization. At Barrow Hanley, we have assembled a solid base of investment professionals to continue our longstanding commitment to the value investment style. With very low turnover since the inception of our firm in 1979, Barrow Hanley continues to be one of the most stable organizations in the industry.

All BHMS Professionals

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Ashim Anand, PhD Director, Equity Analyst

Ashim Anand, PhD
13 Years of Industry Experience
Dr. Anand joined BHMS in 2016 from Scout Investments/UMB Financials, where he served as an equity analyst. In addition to 12 years of investment experience, Dr. Anand's healthcare industry experience includes executive management of a pharmaceutical company, management consulting, and medical research. His education includes advanced degrees from Rutgers University, Harvard Medical School, and Columbia Business School.

Patricia Andrews, IACCP Managing Director, Chief Compliance & Risk Officer

Patricia Andrews, IACCP
31 Years of Industry Experience
Ms. Andrews joined our firm in 2000. She began serving as BHMS' Compliance Officer in 2001 and was appointed Chief Compliance Officer (CCO) in 2004. In 2010, Ms. Andrews was also appointed Risk Officer. She is responsible for overseeing the firm's compliance program. Her career in the investment industry includes serving at Smith Barney and Morgan Stanley. Ms. Andrews graduated from Western Governors University with a BS in Business Management. She holds the Investment Adviser Certified Compliance Professional® (IACCP®) certification, as well as the Risk Management Specialist certification, and has also earned the CFA Institute Investment Foundations™ Certificate.

Josh Ayers Director, Equity Analyst

Josh Ayers
13 Years of Industry Experience
Mr. Ayers joined BHMS in 2015 from Paradarch Advisors, LLC, where he published the firm's financial newsletter. Prior to founding Paradarch, he was a partner at Corriente Advisors, LLC, where he was co-portfolio manager for Corriente's European Divergence Fund, LP. Mr. Ayers began his investment career at JP Morgan Chase. He received a BA from Southern Methodist University and an MBA from the University of Virginia's Darden School of Business.

Rahul Bapna, CFA Managing Director, Senior Fixed Income Analyst

Rahul Bapna, CFA
20 Years of Industry Experience
Mr. Bapna joined BHMS in 2012. He is a senior analyst in credit research, focusing on the financial sector and cyclical companies in investment grade and high yield for both U.S. and non-U.S. corporate bonds. Mr. Bapna's career includes work as a credit analyst at Trust Company of the West (TCW). Prior to TCW, he worked for Metropolitan West Asset Management as a credit analyst. Mr. Bapna received his BA in Economics from the University of Texas and is a member of the CFA Institute.

John Barber, CFA Equity Analyst

John Barber, CFA
10 Years of Industry Experience
Mr. Barber joined BHMS in 2015 from Keefe, Bruyette & Woods, where he served as a vice president, working in the principal strategies group as a financial analyst. Prior to this role, he served as a bank analyst in the firm's equity research area. Mr. Barber received a BA in Economics from Trinity College in Hartford. He is a member of the CFA Institute.

Robert Barkley Managing Director, Client Development

Robert Barkley
37 Years of Industry Experience
Mr. Barkley joined BHMS in 1996. Prior to joining the firm, Mr. Barkley was a vice president for Goldman Sachs Asset Management. During his investment career, he has worked as a senior capital advisor with SEI Corporation, and as a vice president in charge of institutional marketing at L.J. Melody & Co. He began his career at Goldman, Sachs & Co. as a member of the firm's private client services group. Mr. Barkley graduated from Baylor University with a BBA and from the Baylor School of Law with a JD.

James Barrow Executive Director, Equity Portfolio Manager

James Barrow
55 Years of Industry Experience
During Mr. Barrow's investment career, he has worked as a securities analyst and portfolio manager for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield, and Reliance Insurance. In 1973 he joined Republic National Bank of Dallas as a portfolio manager, where he worked with Tim Hanley and John Strauss. He later was placed in charge of the Employee Benefit Portfolio Group and was a member of the Trust Investment Committee until the founding of this firm in 1979. He graduated from the University of South Carolina with a BS.

Ross Campbell Director, Responsible Investing

Ross Campbell
14 Years of Industry Experience
Mr. Campbell joined BHMS in 2017 from SRI Research Group, where he was president of the consulting firm, focused on assisting companies with their corporate disclosures and corporate sustainability reports. Before founding the SRI Research Group, Mr. Campbell managed the sustainability and investor relations efforts for AECOM and Denbury Resources Inc. His investment career includes serving as a senior analyst for Wells Capital Management and as an investment management senior consultant for FactSet Research Systems. Mr. Campbell earned a BA from Franklin and Marshall College and an MBA from the Cox School of Business at Southern Methodist University.

James Carpenter, CFA Director, Client Portfolio Manager

James Carpenter, CFA
20 Years of Industry Experience
Mr. Carpenter joined BHMS in 2015 from Russell Investments, where he served as a portfolio manager for several multi-manager funds across the firm's international and global equity strategies. Previous to this role, Mr. Carpenter was head of the firm's global equity manager research team. Prior to his nearly 18-year tenure at Russell Investments, Mr. Carpenter served as an auditor at Ernst & Young LLP. He graduated from Brigham Young University with both a Bachelor's and Master's degree in Accounting. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.

TJ Carter, CFA, CPA Director, Equity Analyst

TJ Carter, CFA, CPA
13 Years of Industry Experience
Mr. Carter joined BHMS in 2014 from Kingstown Capital Management, where he served as an analyst. His prior experience includes analyst positions at Outpoint Capital Management and Highland Capital Management. Mr. Carter began his career at Deloitte & Touche, LLP. He received a BSBA from the University of Arkansas and an MBA from Columbia Business School.

Justin Chambers Fixed Income Analyst

Justin Chambers
2 Years of Industry Experience
Mr. Chambers joined BHMS in 2016. His responsibilities include portfolio analysis, risk management, and fixed income market research conducted using quantitative analysis and BHMS' models, including the BHMS relative return model and systems such as BondEdge. Prior to joining BHMS, Mr. Chambers served as a financial analyst in credit risk and reserves management for the Federal Reserve Bank of Dallas. He earned an MS degree with Honors from Texas A&M University and a BS in Economics, magna cum laude, from Texas Christian University, where he was an All-American on the track and field team.

Matthew Egenes, CFA Managing Director, Client Portfolio Manager Group

Matthew Egenes, CFA
30 Years of Industry Experience
Mr. Egenes joined BHMS in 2005. He joined our firm from American Century Investments, where he served as vice president and institutional client advisor. Prior to his eight years at American Century, Mr. Egenes was executive vice president and portfolio manager for the firm that is now U.S. Bancorp, where he began his career in the investment management industry. Mr. Egenes graduated from Iowa State University with a BBA in Finance. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.

Jeff Fahrenbruch, CFA Managing Director, Portfolio Manager

Jeff  Fahrenbruch, CFA
20 Years of Industry Experience
Mr. Fahrenbruch joined BHMS in 2002. Prior to joining BHMS, he was an equity analyst at Westwood Holdings Group. Mr. Fahrenbruch serves on the Board of Directors and the Strategic Advisory Board of the CFA Society of Dallas-Fort Worth. He earned a BBA in Finance with Highest Honors from the University of Texas, where he also served as an analyst on the MBA Investment Fund, LLC and competed on the UT golf team. In 1997, Mr. Fahrenbruch received the Ben Hogan Award and now serves on the selection committee for the award.

David Feygenson Director, Equity Analyst

David Feygenson
13 Years of Industry Experience
Mr. Feygenson joined BHMS in 2017 from VanEck Global, where he was a senior analyst, covering emerging market equities. Prior to joining VanEck, Mr. Feygenson served as a portfolio manager/senior analyst at Mirae Asset Global Investments, one of South Korea's largest asset managers. His career also includes a research position on the emerging markets team at Wellington Management Company. Mr. Feygenson earned a BS in Economics, magna cum laude, from the Wharton School of the University of Pennsylvania and an MSc in Finance and Economics from the London School of Economics.

Lin Fitzenhagen, CFA Director, Client Development

Lin  Fitzenhagen, CFA
16 Years of Industry Experience
Mr. Fitzenhagen joined our firm in 2010. Prior to joining BHMS, he worked for Callan Associates, where before acting as a general consultant, he was a specialty consultant in Callan's Global Manager Research Group responsible for covering non-U.S. and global equity strategies. During his investment career, Mr. Fitzenhagen also served at the San Diego City Employees' Retirement System as an investment analyst. He graduated from Washington and Lee University with a BA and received an MBA from the University of Texas at Dallas. Mr. Fitzenhagen is a member of the CFA Society of Dallas-Fort Worth, the Financial Analysts Society of San Diego and the CFA Institute.

David Ganucheau, CFA Managing Director, Portfolio Manager

David Ganucheau, CFA
21 Years of Industry Experience
Mr. Ganucheau joined BHMS in 2004 from Clover Partners, LP, where he served on the management team for several funds, including a financial sector fund. Prior to his tenure at Clover Partners, Mr. Ganucheau served as a securities analyst at GSB Investment Management, where he began his career in the investment industry. Mr. Ganucheau graduated from Southern Methodist University with a BBA in Accounting and is a member of the CFA Society of Dallas-Fort Worth.

Mark Giambrone Managing Director, Equity Portfolio Manager

Mark Giambrone
25 Years of Industry Experience
Mr. Giambrone joined BHMS in 1999. Prior to joining BHMS, Mr. Giambrone served as a portfolio consultant at HOLT Value Associates. During his career, he has also served as a senior auditor/tax specialist for KPMG Peat Marwick and Ernst & Young Kenneth Leventhal. Mr. Giambrone graduated summa cum laude from Indiana University with a BS in Business and received an MBA from the University of Chicago.

Jane Gilday, CFA Managing Director, Equity Analyst

Jane Gilday, CFA
49 Years of Industry Experience
Ms. Gilday joined BHMS in 1998. During her investment career, she has worked as a securities analyst at Argus Research, Spencer Trask & Co., First Boston Corp., M.J. Gilday Associates Inc., McKinley Allsopp, Gruntal & Co., Hancock Institutional Equity Services, and Advest Inc. Ms. Gilday graduated from Smith College, where she earned a BS in Economics, cum laude.

Andy Greenawalt Portfolio Specialist

Andy Greenawalt
6 Years of Industry Experience
Mr. Greenawalt joined BHMS in 2016 from American Beacon Advisors, where he served as a wholesaler. Prior to his work at American Beacon, Mr. Greenawalt was a wholesaler at Fidelity Investments and Nuveen Investments. He began his career as a client service specialist at Ameriprise Financial. Mr. Greenawalt earned a BA in Interdisciplinary Studies from the University of Illinois, where he competed on the wrestling team and was selected as an All-American Wrestler and ranked in the Top Eight in the U.S. Mr. Greenawalt also holds an MBA from North Central College in Illinois and an MS from Northwestern University.

Eddie Guerra Director, Client Portfolio Manager

Eddie Guerra
22 Years of Industry Experience
Mr. Guerra joined BHMS in 2011. He is primarily responsible for strengthening relationships and facilitating communication with the firm's fixed income clients. Mr. Guerra joined BHMS from Mercer Investment Consulting, where he worked with major corporate and governmental retirement plans. During his investment career, he also served in consulting roles at Milliman USA, Larry Thompson & Associates, Inc., and Fidelity Investments. Mr. Guerra not only brings his experience as an investment consultant to BHMS, but also his substantial experience as a plan sponsor at SBC Communications (now AT&T) and J.C. Penney Company, Inc. He has served as an Adjunct Professor of Economics in the College of Business at Dallas Baptist University since 1997. Mr. Guerra earned a BA in Economics from the University of Texas and an MA in Applied Economics from Southern Methodist University. He is a member of the CFA Society of Dallas-Fort Worth.

David Hardin Managing Director, Fixed Income Portfolio Manager

David  Hardin
41 Years of Industry Experience
Mr. Hardin joined BHMS in 1987. He serves as the lead portfolio manager for our Intermediate and Short Maturity strategies and is a generalist in fixed income credit research. He also manages our municipal portfolios. Prior to joining BHMS, Mr. Hardin was vice president and director of the fixed income group in the trust department at RepublicBank Dallas. He was responsible for the management of all fixed income assets, created and managed SEC-registered mutual funds, and was the first portfolio manager for their high yield corporate bond fund. Mr. Hardin began his investment career at American General Insurance Co. in Houston, where he served as a private placement portfolio manager and credit analyst. He received an M.Sc. from the London School of Economics and a BBA from Texas Christian University.

John Harloe, CFA Managing Director, Equity Portfolio Manager

John Harloe, CFA
41 Years of Industry Experience
Mr. Harloe joined BHMS in 1995 from Sterling Capital Management, where he served as a vice president and equity portfolio manager/analyst for 9 years. During the remainder of his investment career, Mr. Harloe worked with James McClure at American National Insurance Company, American Capital Management and Research, and Oppenheimer & Co., Inc. Mr. Harloe graduated from the University of South Carolina with a BA and an MBA.

Christopher Hathorn Equity Analyst

Christopher Hathorn
10 Years of Industry Experience
Mr. Hathorn joined BHMS in 2016 from Lionstone Capital Management, where he served as an analyst, focusing on long-only, value-oriented equity investments. Prior to his work at Lionstone, he was an analyst at The Sterling Group, LP. Mr. Hathorn began his investment career as an analyst at Stephens Inc. in its investment banking group. He received a BA in Economics and Business Administration from Rhodes College in Memphis and earned an MBA from Columbia Business School, where he completed the Value Investing Program.

Monroe Helm, III Director, Equity Analyst

Monroe Helm, III
41 Years of Industry Experience
Mr. Helm joined BHMS as an equity analyst in 1997 and 2010. He founded Cimarrone Capital Management, LLC and was a co-manager of Monomoy Natural Resources Fund, both affiliated with CM Energy Partners, Inc. Mr. Helm was also a founding member of RoundRock Capital Management, LLC. During his investment career, he has worked as a securities analyst at Republic National Bank of Dallas, Wells Fargo Investment Advisors, Morgan Stanley & Co., and Dillon, Read & Co. Mr. Helm has also worked for finance groups at Tenneco, Inc. and Lear Petroleum Corporation. He graduated from the University of Texas, where he earned both his BA and MBA.

David Hodges, Jr., CFA Managing Director, Equity Portfolio Manager

David  Hodges, Jr., CFA
17 Years of Industry Experience
Mr. Hodges joined BHMS in 2001. During his investment career, he served as an equity analyst for Sawgrass Asset Management. Prior to his tenure at Sawgrass, he was a partner at the Hodges Law Firm in Little Rock. Mr. Hodges graduated from Southern Methodist University with a BA. He received an MBA from the University of Florida with a concentration in Security Analysis. He also holds a JD degree from the University of Arkansas School of Law, where he graduated magna cum laude.

Shannon Hogan, CFA Fixed Income Analyst

Shannon  Hogan, CFA
7 Years of Industry Experience
Ms. Hogan joined BHMS in 2014. She is a structured securities analyst and is responsible for the quantitative analysis of asset-backed securities, commercial mortgage-backed securities, and residential mortgage-backed securities. Her prior work experience includes performing valuations of business entities, financial assets, and intangible assets at Deloitte Transactions and Business Analytics LLP. Ms. Hogan received her BBA from the University of Texas and her MBA from Southern Methodist University. She is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.

Coleman Hubbard, CFA Director, Equity Analyst

Coleman Hubbard, CFA
8 Years of Industry Experience
Mr. Hubbard joined BHMS in 2012 as an equity analyst, focusing on small cap stocks. Prior to joining BHMS, he served as a financial analyst at Edgeview Partners. Mr. Hubbard began his investment career as an analyst at Bank of America Merrill Lynch. He graduated from Davidson College, where he earned a BA in Economics. Mr. Hubbard is a member of the CFA Society of Dallas-Fort Worth.

Clayton Johnston Director, Client Development

Clayton Johnston
25 Years of Industry Experience
Mr. Johnston joined BHMS in 2017 from Waddell & Reed Asset Management Group, where he served as vice president of institutional marketing. Prior to his 14-year tenure at Waddell & Reed, he was affiliated with the timberland investment group at Wachovia Bank in a similar capacity for eight years. Mr. Johnston graduated cum laude from Washington & Lee University with a BS and earned an MBA from the University of Texas.

Zane Keller, CFA Director, Equity Analyst

Zane Keller, CFA
6 Years of Industry Experience
Mr. Keller joined BHMS in 2015. His prior experience includes serving as a research associate at Brandes Investment Partners in San Diego, where he specialized in analyzing financial institutions in both developed and emerging markets. Mr. Keller earned a BA in Economics and a BBA in Finance from the University of Texas. He received an MBA from the University of California at Berkeley.

Dhruv Khade Equity Trader

Dhruv Khade
3 Years of Industry Experience
Mr. Khade joined BHMS in 2014 as an equity trader. Prior to joining the firm, he held positions at Bank of America Merrill Lynch and the Financial Industry Regulatory Authority (FINRA). He graduated from Cornell University, where he earned a BS in Policy Analysis and Management.

Pranay Laharia, CFA Director, Equity Analyst

Pranay Laharia, CFA
19 Years of Industry Experience
Mr. Laharia joined BHMS in 2013. Prior to joining the firm, he served as an analyst for State Street Global Advisors in Ireland, where he led a team that focused on the research of companies in the technology and telecom sectors. His career in the technology sector includes positions at Deutsche Bank Securities, Cambridge Technology Partners, and UOP, a Honeywell Company. Mr. Laharia graduated from the Indian Institute of Technology with a BTech in Chemical Engineering. He earned an MS in Chemical Engineering from The Ohio State University and an MBA, with High Honors, from University of Chicago.

Mark Luchsinger, CFA Managing Director, Portfolio Manager

Mark  Luchsinger, CFA
36 Years of Industry Experience
Mr. Luchsinger joined BHMS in 1997. He was appointed Co-Head of Fixed Income, along with Scott McDonald, in 2017. He also serves as a portfolio manager, specializing in investment grade and high yield corporate bond strategies and is the lead portfolio manager for our Core and Core Plus strategies. He is a generalist in investment grade and high yield credit research. Mr. Luchsinger is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his investment career, Mr. Luchsinger has served as Chief Investment Officer for Great American Reserve Insurance Company, where he was responsible for the management of corporate, mortgage, and private placement fixed income, as well as equity assets. Mr. Luchsinger began his career as a credit analyst at Scor Reinsurance Company. In addition, he spent 10 years in fixed income sales at First Boston Corporation. Mr. Luchsinger earned a BBA from Bowling Green State University.

Sherry Manley Fixed Income Trader

Sherry Manley
16 Years of Industry Experience
Ms. Manley joined BHMS in 2001. She is currently a trader for all fixed income products. Additionally, she is responsible for quantitative analysis using BHMS' portfolio analytics and risk management systems. She began her investment career at BHMS in fixed income operations, then served as a trading desk analyst and structured security analyst before becoming a fixed income trader. Ms. Manley graduated from the University of Nebraska with a BBA in Finance.

Cory Martin Managing Director, Equity Portfolio Manager

Cory Martin
27 Years of Industry Experience
Mr. Martin joined BHMS in 1999. During his tenure at BHMS, he has been instrumental in the creation, development, and implementation of our Non-U.S. Value, Global Value, and Emerging Markets Equity strategies. He has also overseen the construction and management of the model portfolio that is used to manage a portion of assets in the firm's Large Cap Value strategy. Prior to joining BHMS, Mr. Martin served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida. His career in the investment management industry includes serving as an institutional investment consultant at LCG Associates, Inc. Mr. Martin is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. He graduated from Baylor University.

Justin Martin, CFA Fixed Income Analyst

Justin Martin, CFA
13 Years of Industry Experience
Mr. Martin joined BHMS in 2004. He is an analyst in credit research, focusing on the utility, healthcare, consumer staples, and technology sectors for investment grade and high yield corporate bonds. He earned a BBA in Finance from Southern Methodist University. Mr. Martin is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.

James McClure, CFA Managing Director, Equity Portfolio Manager

James McClure, CFA
45 Years of Industry Experience
Mr. McClure joined BHMS in 1995 from Goldman Sachs Asset Management, where he had been a vice president and senior portfolio manager, managing the Capital Growth Fund, as well as separate accounts. During his investment career, he has served as the Chief Investment Officer, and then President and Chief Operating Officer at National Securities and Research Corporation. He also served as the Chief Investment Officer and executive vice president at Oppenheimer & Co., Inc. He managed mutual funds at American Capital Management and Research and was initially a securities analyst at American National Insurance Company. Mr. McClure graduated from the University of Texas where he earned both his BA and MBA.

Scott McDonald, CFA Managing Director, Fixed Income Portfolio Manager

Scott McDonald, CFA
28 Years of Industry Experience
Mr. McDonald joined BHMS in 1995. He was appointed Co-Head of Fixed Income, along with Mark Luchsinger, in 2017. Mr. McDonald serves as the lead portfolio manager for our Long Duration strategies, specializing in corporate and government bonds. He is a generalist in investment grade fixed income credit research. Mr. McDonald is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his investment career, Mr. McDonald previously served as senior vice president and portfolio manager at Life Partners Group, Inc., managing corporate bonds, private placements, and mortgages. While with Life Partners, he was responsible for implementing the investment strategy for their life insurance and annuity assets. Prior to that, he was a credit supervisor and lending officer for Chase Bank of Texas. Mr. McDonald received an MBA from the University of Texas and a BBA from Southern Methodist University.

Eric Micek, CFA Director, Equity Analyst

Eric Micek, CFA
12 Years of Industry Experience
Mr. Micek joined BHMS in 2013 from Wells Fargo Securities, where he served in the Energy and Power group in the investment banking division. His experience includes positions at Standard and Poor's and the Royal Bank of Canada. Mr. Micek earned his BS degrees in Electrical Engineering and Mathematics from Southern Methodist University and his MBA from Columbia Business School, where he completed the Applied Value Investing program.

Brad Mickelson ESG Research Coordinator

Brad Mickelson
5 Years of Industry Experience
Mr. Mickelson joined BHMS in 2012, focusing his efforts on market research and portfolio analysis. In 2015, Mr. Mickelson was appointed ESG Research Coordinator. His prior experience includes work in the wealth management business for UBS Financial Services. In addition, he served for six years as an enlisted engineer in the U.S. Navy, where he was awarded the Navy and Marine Corps Achievement Medal. Mr. Mickelson earned a BBA in Economics and an MBA in Finance from the University of North Texas and is currently a Level III CFA candidate.

Michael Nayfa, CFA Director, Equity Analyst

Michael Nayfa, CFA
13 Years of Industry Experience
Mr. Nayfa joined BHMS in 2008 as an equity analyst. His experience includes work as an analyst at HBK and institutional equity sales at Natexis Bleichroeder. Mr. Nayfa began his career in institutional sales at Sidoti & Company, LLC. He holds an MBA from the University of Texas, as well as a BBA in Finance from Texas Christian University, and is a member of the CFA Society of Dallas-Fort Worth.

Ray Nixon, Jr. Executive Director, Equity Portfolio Manager

Ray Nixon, Jr.
40 Years of Industry Experience
Mr. Nixon joined BHMS in 1994 from Smith Barney, Inc., where he was a member of the firm's Investment Policy Committee and served as their lead institutional stockbroker for the Southwest. During his investment career, he also served as a research analyst for the Teacher Retirement System of Texas. Mr. Nixon is a member of the Board of the Salvation Army and is Chairman of the Texas Health Resources Endowment Investment Committee. He is also a member of the Board of UTIMCO, fiduciary for the University of Texas endowment. Mr. Nixon holds a BA and an MBA from the University of Texas.

Amadi Nze Portfolio Specialist

Amadi Nze
10 Years of Industry Experience
Mr. Nze joined BHMS in 2017 from Milliman, Inc., where he served as a business development officer in their financial risk management practice. Prior to his work at Milliman, Mr. Nze was a regional investment specialist with Morgan Stanley Wealth Management. His investment career includes positions in wealth management at Morgan Stanley Smith Barney and Allianz Global Investors/PIMCO Advisors. Mr. Nze earned a BBA in International Business from The George Washington University.

Erik Olson Managing Director, Senior Fixed Income Analyst

Erik Olson
18 Years of Industry Experience
Mr. Olson joined BHMS in 2001. He is a senior analyst in credit research, focusing on the industrial sector for investment grade and high yield for both U.S. and non-U.S. corporate bonds. His career includes work as a research analyst for Sanders Morris Harris. He has also worked at Merrill Lynch and as the legislative assistant for the Interstate Natural Gas Association in Washington, D.C. Mr. Olson received an MBA from Texas Christian University, where he served as a portfolio manager for the William C. Conner Foundation Educational Investment Fund. He earned a BA from Emory University.

Jeffrey Passmore, CFA, FSA, EA Director, Client Portfolio Manager, LDI Strategist

Jeffrey Passmore, CFA, FSA, EA
27 Years of Industry Experience
Mr. Passmore joined BHMS in 2014. He focuses on facilitating Liability Driven Investing (LDI) solutions for the firm's fixed income clients. Mr. Passmore joined BHMS from Standish Mellon Asset Management in Boston, where he served as a senior liability strategist. During his investment career, he has also served in consulting roles at Buck Consultants, Mercer, and Towers Watson. Mr. Passmore graduated from the University of Texas in 1990 with a Bachelor's degree in Mathematics. He is a CFA charterholder, a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries, and an Enrolled Actuary under ERISA. Mr. Passmore is the Chairman of the Investment Section of the Society of Actuaries.

Terry Pelzel, CFA Director, Equity Analyst

Terry Pelzel, CFA
12 Years of Industry Experience
Mr. Pelzel joined BHMS in 2010 as an equity analyst. During his investment career, he served as a senior portfolio analyst at Highland Capital Management, LP and as a financial analyst at Houlihan, Lokey, Howard & Zukin, Inc. Mr. Pelzel graduated from Texas A&M University, where he earned his BBA in Finance, magna cum laude.

Deborah Petruzzelli Managing Director, Fixed Income Portfolio Manager

Deborah Petruzzelli
31 Years of Industry Experience
Ms. Petruzzelli joined BHMS in 2003. She serves as our structured securities portfolio manager for mortgage-backed, asset-backed, and commercial mortgage-backed securities. She is also the lead analyst for structured securities. During her investment career, Ms. Petruzzelli has served as managing director/senior portfolio manager for Victory Capital Management, Inc., where she was responsible for the management of ABS, CMBS, and whole-loan sectors for all client portfolios. She also had an active role in that firm's development of a core plus strategy, leveraging the firm's convertible equity management strengths. Prior to joining Victory, Ms. Petruzzelli worked for McDonald & Company Securities, Inc., as senior vice president for ABS syndication and traded ABS, CMO, and MBS. She earned a BSBA in Business Administration from Bowling Green State University.

Brian Quinn, CFA Director, Equity Analyst

Brian Quinn, CFA
16 Years of Industry Experience
Mr. Quinn joined BHMS in 2005 as an equity analyst. During his investment career, he served as an equity analyst for Clover Partners, LP and as a credit analyst for Frost Bank. Mr. Quinn received an MBA from Texas Christian University, where he served as a portfolio manager and equity research analyst for the William C. Conner Foundation Educational Investment Fund. He earned a BS, with a concentration in Finance, from Fordham University and is a member of the CFA Society of Dallas-Fort Worth.

Lewis Ropp Managing Director, Equity Portfolio Manager

Lewis Ropp
36 Years of Industry Experience
Mr. Ropp joined BHMS in 2001 from Frost Securities, where he was a senior equity analyst and served as managing director of the Energy Group. He served in management positions at Shell Oil Company and as a securities analyst in the energy sector at Howard, Weil, Labouisse, Friedrichs, Inc. prior to joining Frost Securities. Mr. Ropp received a Wall Street Journal "Best On The Street" listing in 2001 for his coverage of the secondary oil sector. Mr. Ropp graduated from the University of Louisiana at Lafayette with a BS in Mechanical Engineering. He received an MBA, as well as an MS in Civil and Environmental Engineering from Tulane University.

Matthew Routh, CFA Fixed Income Analyst

Matthew Routh, CFA
9 Years of Industry Experience
Mr. Routh joined BHMS in 2013. He is an analyst in credit research, focusing on investment grade credits in the non-corporate sector, including sovereigns, foreign agencies, and taxable municipals, such as Build America bonds. His responsibilities also include quantitative portfolio analysis using the BHMS relative return model, portfolio analytics, and risk management systems. Mr. Routh began his investment career in 2008 at Callan Associates, where he worked in fixed income research. He is a member of the CFA Institute. Mr. Routh earned a BA in Economics from the University of Texas and an MA in Economics from the University of California, Santa Barbara.

Jason Skinner Director, Head Equity Trader

Jason Skinner
24 Years of Industry Experience
Mr. Skinner joined BHMS in 1993 and currently serves as head equity trader. He began his investment career with Fidelity Investments. Mr. Skinner graduated from the University of Texas at Arlington with a BBA in Finance.

Aaron Skipwith Director, Equity Trader

Aaron Skipwith
17 Years of Industry Experience
Mr. Skipwith joined BHMS in 2003. Mr. Skipwith currently serves as an equity trader. His investment career includes working for Lamp Technologies LLC, a technology consultant and service provider to the alternative investment community. Mr. Skipwith also served as a quantitative analyst at ATA Research, Inc. He graduated from the University of Texas at Dallas with a BS in Economics and Finance, cum laude.

Kirby Smith, CFA Director, Client Portfolio Manager

Kirby Smith, CFA
24 Years of Industry Experience
Mr. Smith joined BHMS in 2005. During his investment career, Mr. Smith served as a managing director of institutional equity sales for Bear Stearns. Prior to joining Bear Stearns, he worked at Donaldson, Lufkin & Jenrette and Lehman Brothers. Prior to his investment banking tenure, Mr. Smith held positions in public accounting and corporate finance. He graduated from Rhodes College with a BA and received an MBA in Finance and Accounting from Emory University. Mr. Smith is a member of the American Institute of Certified Public Accountants, as well as the CFA Society of Dallas-Fort Worth.

DJ Taylor, CFA, CAIA Equity Analyst

DJ  Taylor, CFA, CAIA
4 Years of Industry Experience
Mr. Taylor joined BHMS in 2016 as an equity analyst, focusing on small cap stocks. Prior to joining BHMS, he served as a senior analyst at Value Management Group. Mr. Taylor earned a BA in Mathematics and Economics from Williams College, where he was an NCAA All-American and school record-holder for the Ephs swimming and diving team. He is a member of the CAIA Association, CFA Institute, and CFA Society of Dallas-Fort Worth.

Jonathan Taylor, CFA Fixed Income Analyst

Jonathan Taylor, CFA
8 Years of Industry Experience
Mr. Taylor joined BHMS in 2016. He is an analyst in credit research, focusing on investment grade credits in various industrial sectors, including retailers, transportation, and defense. Mr. Taylor began his investment career in 2009 at Argentus Capital Management, where he was a senior analyst and a member of the investment committee. He is a member of the CFA Institute. Mr. Taylor earned a BBA in Finance from Texas Christian University.

William Underwood Director, Client Portfolio Manager

William Underwood
21 Years of Industry Experience
Mr. Underwood joined BHMS in 1998. Prior to servicing the firm's client relationships, his work at the firm included market and index research and portfolio analysis. Mr. Underwood began his career as a financial analyst at First City Financial Corporation. He graduated from Baylor University with a BBA and received an MBA from the Cox School of Business at Southern Methodist University.

Michael Wetherington, CFA Director, Equity Analyst

Michael Wetherington, CFA
24 Years of Industry Experience
Mr. Wetherington joined BHMS in 1997. He serves as an equity analyst at BHMS. Mr. Wetherington began his investment career as an equity trader for Fidelity Investments, where he later served as an analyst for their brokerage advisors. Mr. Wetherington graduated from Southern Methodist University with a BS in Economics/Finance.

John Williams, CFA Managing Director, Fixed Income Portfolio Manager

John Williams, CFA
41 Years of Industry Experience
Mr. Williams joined BHMS in 1983 to launch fixed income management for our firm. He is currently responsible for risk management and he assists on MBS sector management. While at BHMS, Mr. Williams has served on the United Asset Management Board and the Advisory Board for the Teacher Retirement System of Texas. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his investment career, he served as an investment officer for Southland Life Insurance Company, where he was a corporate bond portfolio manager and private placement analyst. Prior to that, he was a portfolio manager for taxable and tax-exempt fixed income, as well as equities, in the trust department at InterFirst Bank Dallas. Mr. Williams earned an MBA and a BBA, both with Honors, from Texas Christian University.

Randolph Wrighton, Jr., CFA Managing Director, Equity Portfolio Manager

Randolph Wrighton, Jr., CFA
15 Years of Industry Experience
Mr. Wrighton joined BHMS in 2005. During his investment career, he worked as an intern analyst for the University of Texas Investment Management Company in Austin and Perry Capital in New York while attending graduate school at the McCombs School of Business at the University of Texas. Prior experience includes work as an associate in institutional equity sales for Deutsche Bank Securities in Atlanta. Mr. Wrighton served in the U.S. Marine Corps for four years, where he attained the rank of Captain. He is a member of the CFA Society of Dallas-Fort Worth. Mr. Wrighton holds an MBA from the University of Texas and a BA in Economics from Vanderbilt University.

Sherry Zhang, CFA Director, Equity Analyst

Sherry Zhang, CFA
20 Years of Industry Experience
Ms. Zhang joined BHMS in 2013 from Matthews Asia, where she was responsible for the analysis and recommendation of Asian stocks across numerous economic sectors. Ms. Zhang's investment career includes analyst roles at Q Investments, ARC Communication, and Exxon Mobil Corporation. Her tenure at Q Investments included a two-year residency in China, where she gained valuable firsthand experience overseeing operating companies located in emerging market economies. Ms. Zhang received her BBA in Finance, cum laude, as well as her MBA, from Baylor University.

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