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Chris Wallis

Chris Wallis

Chief Executive Officer, Chief Investment Officer at Vaughan Nelson Investment Management, L.P.

Houston, TX , United States

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

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementChief Executive Officer, Chief Investment OfficerJul 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

Asset Management
Alternative Investments
Portfolio Management
Mutual Funds
Investments
Equities
Series 7
Asset Allocation
Hedge Funds
Fixed Income
Financial Analysis
Financial Modeling
Wealth Management
Business Development
Customer Service
Strategic Planning
Financial Markets

Others at Vaughan Nelson Investment Management, L.P. (18)

NameRoleLocation
Adam Rich
Adam Rich
Deputy Chief Investment Officer, Portfolio ManagerHouston, TX , United States
Ben Ledig
Ben Ledig
AssociateHouston, TX , United States
D
Deborah Sabo
Senior TraderCorte Madera, CA , United States
D
Dennis Alff
Portfolio ManagerSugar Land, TX , United States
F
Forbes Dumas
Equity Research AnalystHouston, TX , United States
James Eisenman
James Eisenman
Portfolio Manager - Global SMID CapHouston, TX , United States
Matthew Caire
Matthew Caire
Portfolio ManagerHouston, TX , United States
S
Sundeep Khanna
Portfolio ManagerHouston, TX , United States
Ben Eckert
Ben Eckert
Equity Research AssociateHouston, TX , United States
Benjamin Carrier
Benjamin Carrier
Vice President - Equity InvestmentsHouston, TX , United States
Showing 1-10 of 18 team members