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.

Equity

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Josh Ayers Director, Equity Portfolio Manager / 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.

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.

James Barrow Founding 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.

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 Portfolio Manager / 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.

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, Equity Portfolio Manager / Analyst

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.

David Ganucheau, CFA Managing Director, Equity Portfolio Manager / Analyst

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 / Analyst

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.

John Harloe, CFA Managing Director, Equity Portfolio Manager / Analyst

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 / Analyst

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.

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.

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, CFA Equity Trader

Dhruv Khade, CFA
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.

Brad Kinkelaar Managing Director, Equity Portfolio Manager / Analyst

Brad Kinkelaar
21 Years of Industry Experience
Mr. Kinkelaar joined BHMS in 2017. He previously served as an equity portfolio manager and head of dividend strategies at Pacific Investment Management Company (PIMCO). During his investment career, Mr. Kinkelaar served as a managing director and equity portfolio manager at Thornburg Investment Management and as an equity analyst at State Farm Insurance Companies. Mr. Kinkelaar earned a BS in Management and Marketing from Eastern Illinois University, where he graduated cum laude. He received an MBA in Finance from the Kellogg School of Management at Northwestern University.

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.

Cory Martin Executive 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.

James McClure, CFA Managing Director, Equity Portfolio Manager / Analyst

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.

James McCormack, CFA Quantitative Equity Analyst

James McCormack, CFA
10 Years of Industry Experience
Mr. McCormack joined BHMS in 2014. He works closely with our equity client service and research teams, developing proprietary reports and models to enhance our processes. Mr. McCormack's responsibilities include portfolio/market research, risk analysis, and model construction using both traditional and quantitative approaches. He serves on the BHMS Portfolio Risk Committee and the BHMS Responsible Investing Committee. Prior to joining the firm, Mr. McCormack worked as a senior portfolio analytics specialist for FactSet Research Systems. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. Mr. McCormack graduated from Fordham University with a BA in Economics.

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.

Michael Nayfa, CFA Director, Equity Portfolio Manager / 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.

Terry Pelzel, CFA Director, Equity Portfolio Manager / 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.

Brian Quinn, CFA Director, Equity Portfolio Manager / 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.

Charles Radtke, CFA Managing Director, Equity Portfolio Manager / Analyst

Charles Radtke, CFA
23 Years of Industry Experience
Mr. Radtke joined BHMS in 2017 from Mercator Asset Management, where he served as a portfolio manager for non-U.S. equities for institutional clients. Prior to Mercator, Mr. Radtke served as a portfolio manager and analyst for Invesco Global Asset Management, where he was a member of the portfolio management team that was responsible for $18 billion in global equities. His investment career includes serving as a portfolio manager and analyst for global equities with Templeton Worldwide. Mr. Radtke graduated from Marquette University with a BS in both Mathematics and Economics. He earned an MBA with an emphasis on Applied Security Analysis from the University of Wisconsin-Madison.

Lewis Ropp Managing Director, Equity Portfolio Manager / Analyst

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.

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.

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.

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

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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