Michelle Waller

Michelle Waller, CFA, is an Equity Analyst at Segall Bryant & Hamill in Chicago, Illinois, where she has been a key member of the investment team since November 2021. Her primary responsibilities include conducting fundamental equity research and supporting portfolio management for the firm's domestic equity strategies, with a particular focus on U.S. small cap and SMID cap equities. Michelle integrates Environmental, Social, and Governance (ESG) factors into her research process and contributes to strategies such as Small Cap Value and Small Cap Core, which target companies typically under $6 billion in market capitalization.

Before joining Segall Bryant & Hamill, Michelle spent several years at Needham & Company, first as an Institutional Equity Sales professional from 2013 to 2018, then as an Equity Research Analyst from 2018 to 2021. Her combined buy- and sell-side experience has given her a comprehensive understanding of equity markets and industry dynamics, especially within the small and mid-cap sectors.

Michelle holds a Bachelor of Arts in Economics from the University of Tennessee, Knoxville, and is a Chartered Financial Analyst (CFA). She is recognized for her rigorous analytical skills, valuable sector insights, and her contributions to high-performing equity strategies that have received industry recognition, such as the Zephyr PSN Top Guns award for Small Cap Core equity management.