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Shaun Nicholson

Shaun Nicholson

Senior Portfolio Manager at Segall Bryant & Hamill, LLC

Chesterfield, MO , United States

About

Shaun Nicholson is a Senior Portfolio Manager and Principal at Segall Bryant & Hamill, where he leads the Small Cap Value Select strategy and co-manages the Small Cap Value portfolio. Based in Chesterfield, Missouri, he is responsible for portfolio construction, buy/sell decision-making, and fundamental research primarily within the small-cap equity universe. His investment coverage focuses specifically on the Financials, Industrials, and Materials sectors.

Prior to joining Segall Bryant & Hamill in 2011, Shaun served as an Equity Research Analyst at Kennedy Capital Management and as an Associate Portfolio Manager at US Bank. He also held a financial analyst role at Boeing, giving him a diverse background in equity research, portfolio management, and corporate finance.

Shaun holds an MBA from the University of Missouri–St. Louis and a BS in Finance from Seton Hall University. His expertise has contributed to his team being recognized with distinctions such as the PSN Top Guns Manager of the Decade award for small cap value strategies, highlighting strong long-term performance and risk management in the asset management field.

Career History

OrganizationRoleDate RangeDetails
Segall Bryant & HamillSenior Portfolio ManagerJul 2011 to Present
* Portfolio Manager for Small Cap Value Select and PartnerSelect SBH Small Cap Value fund * Portfolio Manager for Small Cap Value fund * Sector responsibilities include Materials, Industrials and Fina...
Kennedy Capital Management, IncEquity Research AnalystMar 2005 to Jul 2011
• Buy side equity research analyst covering Small and Mid-cap Industrial/Transportation/Materials companies for a $3.9 bln investment management firm • Responsible for managing $385 million Shadow por...
US BankAssociate Portfolio ManagerJan 2003 to Dec 2004
• Provided customized wealth management solutions and advice to high net worth individuals, charitable foundations and small institutional clients of the Private Client Group • Performed equity/fixed ...
BoeingFinancial AnalystMay 2001 to Dec 2003
* Made program recommendations that would help drive financial and performance improvements within Top Secret Phantom Works division which required Top Secret clearance * Was responsible for running p...

Education

University of Missouri-Saint Louis

MBA, Business

2002 2005

Seton Hall University

BS, Finance

1996 2000

Skills & Expertise

Financial Modeling
Portfolio Management
Equity Research
Investments
Asset Management
FactSet
CSFB HOLT
Return on Investment Analysis
Finance
Valuation
Analysis
Due Diligence
Energy
Research
Microsoft Word
Services
Project Planning
Strategy
Strategic Planning
Financial Analysis

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