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About
Jeffrey C. Paulis, CFA, is a Senior Portfolio Manager at Segall Bryant & Hamill, LLC (CI SBH) based in Chicago, IL, where he leads the Small and SMID Cap Core investment strategies. He is responsible for portfolio construction, security selection, and overall management of diversified portfolios focused on small- and mid-cap U.S. equities, with specific expertise in the industrials sector. Paulis also serves as a lead manager for the firm's Small Cap Core Fund and has managed these strategies since 2013, bringing over two decades of experience to the investment team.
His investment approach emphasizes fundamental research, identifying companies with stable growth prospects, strong or improving return on invested capital, and sustainable competitive advantages in niche markets. The portfolios he manages are well diversified across sectors, but Paulis has particular depth in industrials and broader small- and mid-cap equities, aiming for consistent, long-term returns and downside protection through market cycles.
Paulis joined Segall Bryant & Hamill in 2003, initially as a Senior Equity Analyst before advancing to his portfolio management roles. He holds a Master of Business Administration (MBA) in Finance from the University of Chicago Booth School of Business and a Bachelor of Science in Finance from Saint Louis University. He is recognized for his expertise in small- and SMID-cap equities and has contributed to the launch and management of new investment vehicles at the firm.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Segall Bryant & Hamill | Senior Portfolio Manager | Jul 2013 to Present | Lead, Small Cap Core & SMID Cap Core |
| Segall Bryant & Hamill | Senior Equity Analyst | Sep 2003 to Present | — |
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, General
2007 — 2010
Saint Louis University
Bachelor of Business Administration (BBA), Finance, General
1998 — 2002
Skills & Expertise
Others at Segall Bryant & Hamill, LLC (27)
| Name | Role | Location |
|---|---|---|
A Al Bryant | portfolio manager | Chicago, IL , United States |
| Senior Portfolio Manager | New York, NY , United States | |
| Senior Equity Analyst | Chicago, IL , United States | |
C Chris Schweitzer | Senior Equity Research Analyst | Chicago, IL , United States |
| Principal, Senior Portfolio Manager | Denver, CO , United States | |
D David Reeder | Senior Equity Analyst | Chicago, IL , United States |
| Equity Analyst | Chicago, IL , United States | |
| Senior Equity Trader | Denver, CO , United States | |
G Gordon Gary | Head Equity Trader | Philadelphia, PA , United States |
G Gregory Shea | Senior Portfolio Manager | Denver, CO , United States |