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Shaun Nicholson
Senior Portfolio Manager at Segall Bryant & Hamill, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Segall Bryant & Hamill | Senior Portfolio Manager | Jul 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, Inc | Equity Research Analyst | Mar 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 Bank | Associate Portfolio Manager | Jan 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 ... |
| Boeing | Financial Analyst | May 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
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 |