James Eisenman
Portfolio Manager - Global SMID Cap at Vaughan Nelson Investment Management, L.P.
About
James Eisenman, CFA, CPA, is Portfolio Manager – Global SMID Cap at Vaughan Nelson Investment Management, based in Houston, Texas. In this role, he leads portfolio management for global small- and mid-cap equity strategies, driving stock selection, portfolio construction, and investment research within this asset class. His primary focus is on equities in the global SMID cap universe, seeking opportunities in undervalued companies across developed and emerging markets and employing a high-conviction approach centered on deep fundamental analysis.
Eisenman has been with Vaughan Nelson since 2005, ascending from Equity Research Analyst to Vice President – Equity Investments, before assuming his current portfolio management responsibilities in 2020. His expertise covers a wide range of sectors within small- and mid-cap equities, guided by a disciplined value approach and a focus on absolute returns. Before his tenure at Vaughan Nelson, he worked as a Senior Associate at PricewaterhouseCoopers LLP, bringing a strong accounting background to his investment analysis.
Holding both a Master’s in Accounting and a B.B.A. with honors in Accounting from The Ohio State University, Eisenman is also a CFA charterholder and licensed CPA in Texas. With over 22 years of experience in investment management and research, he is recognized for his rigorous process, sector-agnostic research skills, and contributions to the development and management of global SMID cap strategies at Vaughan Nelson.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Portfolio Manager - Global SMID Cap | Jan 2020 to Present | — |
| Vaughan Nelson Investment Management | Vice President - Equity Investments | Feb 2011 to Jan 2020 | Member of 7 person investment team managing $6 billion across 3 Value focused, absolute return equity strategies. Evaluate market conditions and the global economic outlook to determine the most attr... |
| Vaughan Nelson Investment Management | Equity Research Analyst | Nov 2005 to Feb 2011 | Perform research and analysis on equity investments and provide Portfolio Managers with an overview of such investments, including investment thesis, business model, valuation, stock catalysts, assess... |
| PricewaterhouseCoopers | Senior Associate | Aug 2004 to Nov 2005 | Planned, executed and finalized all aspects of financial statement audits for clients in the Power, Energy, Biotech, and Construction industries. Managed engagement deadlines and staff utilization to... |
| PricewaterhouseCoopers | Associate | Sep 2002 to Aug 2004 | Executed financial audit testing procedures for both public and private clients in various industries. Planned and performed testing of internal controls in accordance with the Sarbanes-Oxley Act of ... |
Education
The Ohio State University - The Max M. Fisher College of Business
Master in Accounting, Accounting
2001 — 2002
The Ohio State University Fisher College of Business
BSBA, Accounting
1998 — 2002
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 | |
| Chief Executive Officer, Chief Investment Officer | 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 | 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 |