Chris Wallis
Chief Executive Officer, Chief Investment Officer at Vaughan Nelson Investment Management, L.P.
About
Chris Wallis is the Chief Executive Officer and Chief Investment Officer at Vaughan Nelson Investment Management, based in Houston, TX. In this capacity, he leads the firm’s overall investment strategy and process, manages the investment team, and oversees the portfolio management of client assets. Wallis also serves as a Senior Portfolio Manager and sits on Vaughan Nelson’s Management Committee, ensuring alignment of firm-wide investment objectives and client outcomes.
His specific investment focus is on equity strategies, particularly within U.S. mid-cap, all-cap, and small-cap equities. Under his leadership, Vaughan Nelson has developed expertise in identifying fundamental value opportunities across various sectors, with a disciplined approach to active equity management. Wallis is actively involved in shaping the firm’s research framework and security selection across these asset classes.
Wallis brings over 30 years of experience in investment management, financial analysis, and accounting, having started his career at Coopers & Lybrand, followed by Simmons & Company International, before joining Vaughan Nelson in 1999. He holds a Master of Business Administration from Harvard Business School and a Bachelor of Business Administration in Accounting from Baylor University. Wallis is a CFA charterholder and CPA, recognized for his leadership and significant contributions to equity portfolio management and value investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Chief Executive Officer, Chief Investment Officer | Jul 1999 to Present | — |
Education
Harvard Business School
Master of Business Administration (M.B.A.)
1996 — 1998
Baylor University
Bachelor of Business Administration (BBA), Accounting
1987 — 1991
Skills & Expertise
Others at Vaughan Nelson Investment Management, L.P. (18)
| Name | Role | Location |
|---|---|---|
| Deputy Chief Investment Officer, Portfolio Manager | Houston, TX , United States | |
| Associate | Houston, TX , United States | |
D Deborah Sabo | Senior Trader | Corte Madera, CA , United States |
D Dennis Alff | Portfolio Manager | Sugar Land, TX , United States |
F Forbes Dumas | Equity Research Analyst | Houston, TX , United States |
| Portfolio Manager - Global SMID Cap | Houston, TX , United States | |
| Portfolio Manager | Houston, TX , United States | |
S Sundeep Khanna | Portfolio Manager | Houston, TX , United States |
| Equity Research Associate | Houston, TX , United States | |
| Vice President - Equity Investments | Houston, TX , United States |