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James Eisenman

James Eisenman

Portfolio Manager - Global SMID Cap at Vaughan Nelson Investment Management, L.P.

Houston, TX , United States

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

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementPortfolio Manager - Global SMID CapJan 2020 to Present
Vaughan Nelson Investment ManagementVice President - Equity InvestmentsFeb 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 ManagementEquity Research AnalystNov 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...
PricewaterhouseCoopersSenior AssociateAug 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...
PricewaterhouseCoopersAssociateSep 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

Equity Research
Equity Capital Markets
Chartered Financial Analyst
Business Valuation
Asset Management
Financial Analysis
Financial Modeling
CPA
Accounting
US GAAP
Internal Controls
Financial Accounting
External Audit
Due Diligence
Assurance
Sarbanes-Oxley Act
Portfolio Management
Sarbanes Oxley Act
Strategic Planning
Strategy
Sales

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
Chris Wallis
Chris Wallis
Chief Executive Officer, Chief Investment OfficerHouston, 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
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