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.
Fixed IncomeExpand all | Close all
Rahul Bapna, CFA Managing Director, Fixed Income Portfolio Manager / Analyst
Mr. Bapna joined BHMS in 2012. He currently serves as a Portfolio Manager for Short and Intermediate Strategies. He also serves as an Analyst for Investment Grade and High Yield corporate bonds. Mr. Bapna's career includes work as a research analyst at Trust Company of the West (TCW) and Metropolitan West Asset Management where he was responsible for credit research in various industries. Mr. Bapna received his BA in Economics from the University of Texas, Austin and is a member of the CFA Institute.
Justin Chambers Fixed Income Analyst
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.
Eddie Guerra Director, Client Portfolio Manager
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
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.
Shannon Hogan, CFA Director, Fixed Income Analyst
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.
Mark Luchsinger, CFA Managing Director, Fixed Income Portfolio Manager
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 Director, Fixed Income Trader
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.
Justin Martin, CFA Director, Fixed Income Analyst
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.
Scott McDonald, CFA Managing Director, Fixed Income Portfolio Manager
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.
Erik Olson Managing Director, Senior Fixed Income Analyst
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
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.
Deborah Petruzzelli Managing Director, Fixed Income Portfolio Manager
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.
Matthew Routh, CFA Director, Fixed Income Analyst
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.
Jonathan Taylor, CFA Fixed Income Analyst
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.