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Jeff Paulis

Jeff Paulis

Senior Portfolio Manager at Segall Bryant & Hamill, LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Segall Bryant & HamillSenior Portfolio ManagerJul 2013 to Present
Lead, Small Cap Core & SMID Cap Core
Segall Bryant & HamillSenior Equity AnalystSep 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

Behavioral Finance
Client Relations
Lean Tools
FactSet
Due Diligence
Trading
Financial Analysis
Equities
Portfolio Management
Financial Modeling
Asset Management
Investments
Valuation
Capital Markets
Management
Risk Management
Strategic Planning
Sales

Others at Segall Bryant & Hamill, LLC (27)

NameRoleLocation
A
Al Bryant
portfolio managerChicago, IL , United States
Ashley Rissolo
Ashley Rissolo
Senior Portfolio ManagerNew York, NY , United States
Bill Barritt
Bill Barritt
Senior Equity AnalystChicago, IL , United States
C
Chris Schweitzer
Senior Equity Research AnalystChicago, IL , United States
Darren Hewitson
Darren Hewitson
Principal, Senior Portfolio ManagerDenver, CO , United States
D
David Reeder
Senior Equity AnalystChicago, IL , United States
Eric Hines
Eric Hines
Equity AnalystChicago, IL , United States
Georgene Pedrie
Georgene Pedrie
Senior Equity TraderDenver, CO , United States
G
Gordon Gary
Head Equity TraderPhiladelphia, PA , United States
G
Gregory Shea
Senior Portfolio ManagerDenver, CO , United States
Showing 1-10 of 27 team members