Firm Profile
| Barrow, Hanley, Mewhinney & Strauss Founded: 1979 | ||
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JPMorgan Chase Tower
2200 Ross Avenue, 31st Floor Dallas, TX 75201 Phone: (214) 665-1900 Fax: (214) 665-1933 |
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| Name | Title | Years of Experience | Years with Firm |
|---|---|---|---|
| James P. Barrow | Principal, Large Cap Value & Mid Cap Value Equity Portfolio Manager | 48 Years | 31 Years |
| Ray Nixon, Jr. | Principal, Large Cap Value Equity Portfolio Manager | 33 Years | 16 Years |
| Robert J. Chambers, CFA | Principal, Large Cap Value Equity Portfolio Manager | 38 Years | 16 Years |
| Tim J. Culler, CFA | Principal, Large Cap Value Equity Portfolio Manager | 26 Years | 11 Years |
| Mark Giambrone, CPA | Principal, Large Cap Value & Mid Cap Value Equity Portfolio Manager | 18 Years | 11 Years |
| Jane Gilday, CFA | Principal, International Value and Large Cap Value Equity Portfolio Manager | 42 Years | 12 Years |
| David A. Hodges, Jr., CFA | Principal, International Value Equity Portfolio Manager | 16 Years | 8 Years |
| James S. McClure, CFA | Principal, Small Cap Value Equity Portfolio Manager | 38 Years | 15 Years |
| John P. Harloe, CFA | Principal, Small Cap Value Equity Portfolio Manager | 34 Years | 15 Years |
| Lewis Ropp | Principal, Equity Analyst | 29 Years | 8 Years |
| Michael J. Wetherington, CFA | Principal, Equity Analyst | 17 Years | 13 Years |
| Jeff G. Fahrenbruch, CFA | Principal, Equity Analyst | 12 Years | 7 Years |
| David W. Ganucheau, CFA | Principal, Equity Analyst | 13 Years | 5 Years |
| Brian F. Quinn, CFA | Equity Analyst | 8 Years | 4 Years |
| Randolph S. Wrighton, Jr., CFA | Assistant International Value Equity Portfolio Manager, Equity Analyst | 7 Years | 4 Years |
| Michael B. Nayfa | Equity Analyst | 6 Years | 2 Years |
| Jason W. Skinner | Principal, Head Equity Trader | 17 Years | 14 Years |
| Aaron J. Skipwith | Principal, Equity Trader | 11 Years | 6 Years |
| John S. Williams, CFA | Principal, Fixed Income Portfolio Manager | 34 Years | 27 Years |
| David R. Hardin | Principal, Fixed Income Portfolio Manager | 34 Years | 23 Years |
| J. Scott McDonald, CFA | Principal, Fixed Income Portfolio Manager | 20 Years | 15 Years |
| Mark C. Luchsinger, CFA | Principal, Fixed Income Portfolio Manager | 29 Years | 13 Years |
| Deborah S. Petruzzelli | Principal, Fixed Income Portfolio Manager | 24 Years | 6 Years |
| Erik A. Olson | Principal, Fixed Income Analyst | 13 Years | 8 Years |
| Sherry A. Lantis | Fixed Income Analyst | 9 Years | 9 Years |
| Robert D. Barkley | Principal, Director of Client Development | 30 Years | 14 Years |
| Hunter Wood | Principal | 18 Years | 9 Years |
| Cory L. Martin | Principal, Director of Portfolio Specialist Group | 20 Years | 11 Years |
| William B. Underwood | Principal, Portfolio Specialist | 12 Years | 12 Years |
| Kirby H. Smith, CFA, CPA | Principal, Portfolio Specialist | 17 Years | 5 Years |
| Matthew P. Egenes, CFA | Principal, Portfolio Specialist | 23 Years | 4 Years |
| LaDonna Neuhaus, CFA | Portfolio Advisor | 12 Years | 3 Years |
| Patricia B. Andrews | Principal, Chief Compliance Officer | 22 Years | 11 Years |
| Lin Fitzenhagen | Principal | 30 Years | 9 Years |
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James P. Barrow
Principal, Large Cap Value & Mid Cap Value Equity Portfolio Manager
During Mr. Barrow’s 47-year investment career, he has worked as a securities analyst and portfolio manager for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield, and Reliance Insurance. In 1973 he joined Republic National Bank of Dallas as a portfolio manager, where he worked with Tim Hanley and John Strauss. He later was placed in charge of the Employee Benefit Portfolio Group and was a member of the Trust Investment Committee until the founding of this firm in 1979. Mr. Barrow is the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS.
Ray Nixon, Jr.
Principal, Large Cap Value Equity Portfolio Manager
Mr. Nixon joined BHMS as a principal in June 1994 from Smith Barney, Inc., where he was a member of the firm's Investment Policy Committee and served as their lead institutional stockbroker for the Southwest. During his 32-year investment career, he also served as a research analyst for the Teacher Retirement System of Texas. Mr. Nixon is a member of the Board of the Presbyterian Healthcare Foundation, the Board of the Salvation Army, and the Strategic Advisory Board of the CFA Society of Dallas-Fort Worth. He holds a BA and an MBA from the University of Texas.
Robert J. Chambers, CFA
Principal, Large Cap Value Equity Portfolio Manager
Mr. Chambers joined BHMS as a principal in August 1994. During his 37-year investment career, he worked as a senior securities analyst and portfolio manager for General Accident Group, the U.S. subsidiary of General Accident Fire and Life Assurance Co., Ltd. of Perth, Scotland. Mr. Chambers graduated from Drexel University with a BS in Finance.
Tim J. Culler, CFA
Principal, Large Cap Value Equity Portfolio Manager
Mr. Culler joined BHMS as a principal in May 1999 from INVESCO Capital Management, where he served as their Chief Investment Officer. Prior to his nine years at INVESCO, Mr. Culler served as a securities analyst and a portfolio manager at First Union National Bank in Charlotte, where he began his 25-year career in the investment management industry. Mr. Culler graduated from Miami University in Ohio with BA and MA degrees.
Mark Giambrone, CPA
Principal, Large Cap Value & Mid Cap Value Equity Portfolio Manager
Mr. Giambrone joined BHMS in December 1998 and became a principal in 2000. Prior to joining BHMS, Mr. Giambrone served as a portfolio consultant at HOLT Value Associates. During his 17-year career, he has also served as a senior auditor/tax specialist for KPMG Peat Marwick and Ernst & Young Kenneth Leventhal. Mr. Giambrone is a member of the American Institute of Certified Public Accountants. He graduated summa cum laude from Indiana University with a BS in Accounting, and received an MBA from the University of Chicago.
Jane Gilday, CFA
Principal, International Value and Large Cap Value Equity Portfolio Manager
Ms. Gilday joined BHMS as a principal in January 1998. During her 41-year investment career, she has worked as a securities analyst at Argus Research, Spencer Trask & Co., First Boston Corp., M.J. Gilday Associates Inc., McKinley Allsopp, Gruntal & Co., Hancock Institutional Equity Services, and Advest Inc. Ms. Gilday graduated from Smith College, where she earned a BS in Economics, cum laude.
David A. Hodges, Jr., CFA
Principal, International Value Equity Portfolio Manager
Mr. Hodges joined BHMS in July 2001 and became a principal in 2005. During his 9-year investment career, he served as an equity analyst for Sawgrass Asset Management. Prior to his tenure at Sawgrass, he was a partner at the Hodges Law Firm in Little Rock. Mr. Hodges graduated from Southern Methodist University with a BA. He received an MBA from the University of Florida with a concentration in Security Analysis. He also holds a JD degree from the University of Arkansas School of Law, where he graduated magna cum laude.
James S. McClure, CFA
Principal, Small Cap Value Equity Portfolio Manager
Mr. McClure joined BHMS as a principal in July 1995 from Goldman Sachs Asset Management, where he had been a vice president and senior portfolio manager, managing the Capital Growth Fund, as well as separate accounts. During his 37-year investment career, he has served as the Chief Investment Officer, and then President and Chief Operating Officer at National Securities and Research Corporation. He also served as the Chief Investment Officer and executive vice president at Oppenheimer & Co., Inc. He managed mutual funds at American Capital Management and Research and was initially a securities analyst at American National Insurance Company. Mr. McClure graduated from the University of Texas where he earned both his BA and MBA.
John P. Harloe, CFA
Principal, Small Cap Value Equity Portfolio Manager
Mr. Harloe joined BHMS as a principal in July 1995 from Sterling Capital Management, where he served as a vice president and equity portfolio manager/analyst for nine years. During the remainder of his 33-year investment career, Mr. Harloe worked with James McClure at American National Insurance Company, American Capital Management and Research, and Oppenheimer & Co., Inc. Mr. Harloe graduated from the University of South Carolina with a BA and an MBA.
Lewis Ropp
Principal, Equity Analyst
Mr. Ropp joined BHMS as a principal in October 2001 from Frost Securities, where he was a senior equity analyst and served as managing director of the Energy Group. He has 28 years of experience in the energy sector, having previously served in management positions at Shell Oil Company and Baker-Hughes INTEQ, and as a securities analyst in the energy sector at Howard, Weil, Labouisse, Friedrichs, Inc., and more recently at Frost Securities. Mr. Ropp received a Wall Street Journal “Best On The Street” listing in 2001 for his coverage of the secondary oil sector. Mr. Ropp graduated from the University of Louisiana at Lafayette with a BS in Mechanical Engineering. He received an MBA, as well as an MS in Civil and Environmental Engineering from Tulane University.
Michael J. Wetherington, CFA
Principal, Equity Analyst
Mr. Wetherington joined BHMS in August 1997 and became a principal in 2004. He serves as an equity analyst at BHMS. Mr. Wetherington began his 16-year investment career as an equity trader for Fidelity Investments, where he later served as an analyst for their brokerage advisors. Mr. Wetherington graduated from Southern Methodist University with a BS in Economics/Finance.
Jeff G. Fahrenbruch, CFA
Principal, Equity Analyst
Mr. Fahrenbruch joined BHMS as an equity analyst in October 2002. Prior to joining BHMS, he was a research analyst at Westwood Management. Mr. Fahrenbruch, with 12 years of experience in the investment industry, is a member of the CFA Society of Dallas-Fort Worth. He graduated from the University of Texas with a BBA in Finance.
David W. Ganucheau, CFA
Principal, Equity Analyst
Mr. Ganucheau joined BHMS in March 2004 from Clover Partners, LP, where he was a portfolio manager and analyst. His 13-year career in the investment management industry includes serving as an analyst at GSB Investment Management. Mr. Ganucheau graduated from Southern Methodist University with a BBA in Accounting.
Brian F. Quinn, CFA
Equity Analyst
Mr. Quinn joined BHMS in June 2005 as an equity analyst. Prior experience includes work as an equity analyst for Clover Partners, LP, and as a credit analyst for Frost Bank. Mr. Quinn received an MBA from Texas Christian University, where he served as a portfolio manager and equity research analyst for the William C. Conner Foundation's Educational Investment Fund. He earned a BS, with a concentration in Finance, from Fordham University and is a member of the CFA Society of Dallas-Fort Worth.
Randolph S. Wrighton, Jr., CFA
Assistant International Value Equity Portfolio Manager, Equity Analyst
Mr. Wrighton joined BHMS in July 2005 as an equity analyst. He worked as an intern analyst for the University of Texas Investment Management Company in Austin and Perry Capital in New York while attending graduate school at the McCombs School of Business at the University of Texas. Prior experience includes work as an associate in institutional equity sales for Deutsche Bank Securities in Atlanta. Mr. Wrighton served in the U.S. Marine Corps for four years, where he attained the rank of Captain. He is a member of the CFA Society of Dallas-Fort Worth. Mr. Wrighton holds an MBA from the University of Texas and a BA in Economics from Vanderbilt University.
Michael B. Nayfa
Equity Analyst
Mr. Nayfa joined BHMS in June 2008 as an equity analyst. Prior to joining BHMS, he served as a portfolio manager for the MBA Investment Fund, LLC in Austin while attending graduate school at the McCombs School of Business at the University of Texas. His experience also includes work as an equity analyst at HBK Investments and as a vice president in institutional equity sales at Natexis Bleichroeder, Inc. Mr. Nayfa began his career in institutional sales at Sidoti & Company, LLC. He holds an MBA from the University of Texas and a BBA in Finance from Texas Christian University. Mr. Nayfa is currently a Level III CFA candidate.
Jason W. Skinner
Principal, Head Equity Trader
Mr. Skinner joined BHMS in August 1993 and currently serves as head equity trader. He began his 16-year investment career with Fidelity Investments. Mr. Skinner graduated from the University of Texas at Arlington with a BBA in Finance.
Aaron J. Skipwith
Principal, Equity Trader
Mr. Skipwith joined BHMS in April 2003 and currently serves as an equity trader. His prior experience includes working for Lamp Technologies LLC, a technology consultant and service provider to the alternative investment community. Mr. Skipwith also served as a quantitative analyst at ATA Research, Inc. He graduated from the University of Texas at Dallas with a BS in Economics and Finance, cum laude.
John S. Williams, CFA
Principal, Fixed Income Portfolio Manager
Mr. Williams joined BHMS in July 1983 to launch fixed income management for our firm. Currently, he serves as the Chief Investment Officer for all fixed income strategies, specializing in the MBS sector, and is an analyst for the energy and utility industries. While at BHMS, he has served on the United Asset Management Board and the Advisory Board for the Teacher Retirement System of Texas. He is an active member of the CFA Society of Dallas-Fort Worth. Mr. Williams earned an MBA in 1976 and a BBA in 1975, both with Honors, from Texas Christian University.
Prior experience includes being an investment officer for Southland Life Insurance Company, where he was a corporate bond portfolio manager and private placement analyst. During his four years at Southland, assets grew to more than $1 billion, with book yield on the portfolio increasing every year. Prior to that, he was a portfolio manager and securities analyst in the Trust Department at InterFirst Bank Dallas. He has also managed balanced and municipal portfolios during his 33-year investment career.
David R. Hardin
Principal, Fixed Income Portfolio Manager
Mr. Hardin joined BHMS in February 1987 as a principal and portfolio manager. Currently, he serves as director of credit research, specializing in the high-yield sector. He is also an analyst for the industrial sector, including media and cable, and manages our municipal portfolios. Mr. Hardin received an M.Sc. from the London School of Economics in 1975 and a BBA from Texas Christian University in 1973.
Prior to joining BHMS, Mr. Hardin was vice president and director of the fixed income group at Republic Bank Dallas trust department. He was responsible for the management of all fixed income assets, created and managed SEC-registered mutual funds, and was the first portfolio manager for their high-yield corporate bond fund. Mr. Hardin began his 33-year investment career at American General Insurance Co. in Houston, where he served as a private placement portfolio manager and credit analyst.
J. Scott McDonald, CFA
Principal, Fixed Income Portfolio Manager
Mr. McDonald joined BHMS in June 1995 and became a principal in 1998. He currently serves as a portfolio manager, specializing in corporate and government bonds, and is an analyst for the financial sector, including banks, and the sovereign (Yankee) sector. Mr. McDonald is active in the CFA Society of Dallas-Fort Worth. He received an MBA in 1991 from the University of Texas at Austin and a BBA from Southern Methodist University in 1986.
During his 20-year investment career, Mr. McDonald previously served as senior vice president and portfolio manager at Life Partners Group, Inc., managing more than $3 billion in corporate bonds, private placements, and mortgages. While with Life Partners, he was responsible for implementing investment strategy for their life insurance and annuity assets. Prior to that, he was a credit supervisor and lending officer for Chase Bank of Texas.
Mark C. Luchsinger, CFA
Principal, Fixed Income Portfolio Manager
Mr. Luchsinger joined BHMS in April 1997 and became a principal in 1998. He currently serves as a portfolio manager, specializing in investment-grade and high-yield corporate bond strategies, and is an analyst for the basic materials, consumer and technology industries. Mr. Luchsinger is active in the CFA Society of Dallas-Fort Worth. He earned a BBA from Bowling Green State University in 1980.
During his 28-year investment career, Mr. Luchsinger has served as Chief Investment Officer for Great American Reserve Insurance Company, where he was responsible for the management of more than $1 billion in corporate, mortgage, and private placement fixed income, as well as equity assets. He has also served as senior investment portfolio manager for Western Preferred Corporation, managing more than $1 billion in fixed income assets. Mr. Luchsinger began his career as a credit analyst for Scor Reinsurance Company. In addition, he spent ten years in fixed income sales at First Boston Corporation, PaineWebber and Morgan Keegan.
Deborah S. Petruzzelli
Principal, Fixed Income Portfolio Manager
Ms. Petruzzelli joined BHMS in May 2003 as a portfolio manager and became a principal in 2004. Her primary area of responsibility is mortgage-backed, asset-backed, and commercial mortgage-backed securities, for which she serves as lead analyst and strategist. Ms. Petruzzelli also serves as a member of the fixed income group’s investment strategy committee. She earned a BSBA in Business Administration from Bowling Green State University in 1986.
During her 23-year career, Ms. Petruzzelli has served as managing director/senior portfolio manager for Victory Capital Management, Inc., where she was responsible for the management of ABS, CMBS, and whole-loan sectors for all client portfolios. She also had an active role in that firm’s marketing effort, including the development of a core plus strategy, leveraging the firm’s convertible equity management strengths. Prior to joining Victory, she worked for McDonald & Company Securities, Inc., as senior vice president for ABS syndication and traded ABS, CMO, and MBS.
Erik A. Olson
Principal, Fixed Income Analyst
Mr. Olson joined BHMS in June 2001 as a fixed income analyst and became a principal in 2004. His focus is on credit research, reviewing our approved list, and maintaining our relative value models. Mr. Olson received an MBA from Texas Christian University, where he served as a portfolio manager and equity research analyst for the William C. Conner Foundation’s Educational Investment Fund. He earned a BA from Emory University in 1996.
Mr. Olson’s 11-year career in the investment management industry includes work as a research analyst for Sanders Morris Harris, specializing in the technology sector. He has also worked at Merrill Lynch as a financial consultant, and as the legislative assistant and political action committee director for the Interstate Natural Gas Association in Washington, D.C.
Sherry A. Lantis
Fixed Income Analyst
Ms. Lantis joined BHMS in May 2001 and became a fixed income analyst in December 2008. Her focus is on the quantitative analysis of structured securities, risk management systems, and trading models. She specializes in the analysis, surveillance, and scenario modeling of asset-backed securities, commercial mortgage-backed securities, and residential mortgage-backed securities. She graduated from the University of Nebraska with a BBA in Finance and is currently a Level III CFA candidate. Ms. Lantis began her investment career at BHMS in the fixed income area, first in operations and then as a trading desk analyst, before becoming a securities analyst.
Robert D. Barkley
Principal, Director of Client Development
Mr. Barkley joined BHMS in January 1996 as a principal. Prior to joining the firm, Mr. Barkley was a vice president and regional sales manager for Goldman Sachs Asset Management. During his 29-year investment career, he has worked as a senior capital advisor with SEI Corporation, and as a vice president in charge of institutional marketing at L.J. Melody & Co. He began his career at Goldman, Sachs & Co. as a member of the firm’s private client services group. Mr. Barkley graduated from Baylor University with a BBA and from the Baylor School of Law with a JD.
Hunter Wood
Principal
Mr. Wood joined BHMS in February 2001 and became a principal in 2004. Prior to joining the firm, Mr. Wood was director of business development for Digital Century Capital in New York. During his 17-year investment career, Mr. Wood has served as director of product development at MINT Investment Management Company in New York and vice president of trading operations at Chesapeake Capital Corporation in Richmond. Mr. Wood graduated from the University of Richmond with a BSBA in Finance.
Cory L. Martin
Principal, Director of Portfolio Specialist Group
Mr. Martin joined BHMS as a principal in February 1999. Prior to joining BHMS, he served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida, where he was responsible for a number of international separate account and institutional fund client relationships. His 19-year career in the investment management industry includes serving as an institutional investment consultant with LCG Associates, Inc., where he was responsible for advising institutional clients. Mr. Martin is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. He graduated from Baylor University.
William B. Underwood
Principal, Portfolio Specialist
Mr. Underwood joined BHMS in February 1998 and became a principal in 2005. Prior to servicing the firm’s client relationships, his work at the firm included market and index research and portfolio analysis. Mr. Underwood began his 12-year career as a financial analyst at First City Financial Corporation. He graduated from Baylor University with a BBA and received an MBA from the Cox School of Business at Southern Methodist University.
Kirby H. Smith, CFA, CPA
Principal, Portfolio Specialist
Mr. Smith joined BHMS in January 2005 as a portfolio specialist and became a principal in 2006. During his 16-year investment career, Mr. Smith served as a managing director of institutional equity sales for Bear Stearns. Prior to joining Bear Stearns, he worked at Donaldson, Lufkin & Jenrette and Lehman Brothers. Prior to his investment banking tenure, Mr. Smith held positions in public accounting and corporate finance. He graduated from Rhodes College with a BA and received an MBA in Finance and Accounting from Emory University. Mr. Smith is a member of the American Institute of Certified Public Accountants, as well as the CFA Society of Dallas-Fort Worth.
Matthew P. Egenes, CFA
Principal, Portfolio Specialist
Mr. Egenes joined BHMS as a portfolio specialist in September 2005 and became a principal in 2007. He joined our firm from American Century Investments, where he served as vice president and institutional client advisor. Prior to his eight years at American Century, Mr. Egenes was executive vice president and portfolio manager for the firm that is now U.S. Bancorp, where he began his 22-year career in the investment management industry. Mr. Egenes graduated from Iowa State University with a BBA in Finance. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
LaDonna Neuhaus, CFA
Portfolio Advisor
Ms. Neuhaus joined BHMS in July 2007 as a portfolio advisor and member of the fixed income investment strategy committee. Her primary focus is on building relationships and facilitating communications with fixed income clients. She graduated magna cum laude from Eureka College in Illinois with a BS in Economics and Finance and is a member of the CFA Society of Dallas-Fort Worth.
Ms. Neuhaus joined BHMS from Principal Global Investors, where she served as a relationship manager in institutional client service. In this role, she focused on building and growing consultative relationships, as well as developing and communicating investment strategy. Ms. Neuhaus began her 11-year investment career at Golden Rule Insurance Company, managing relationships with external investment managers, including BHMS, collaborating in setting and implementing portfolio investment strategy, and performing risk management.
Patricia B. Andrews
Principal, Chief Compliance Officer
Ms. Andrews joined our firm in 2000 and is a principal. She began serving as BHMS' Compliance Officer in 2001 and was appointed Chief Compliance Officer (CCO) in 2004. She is responsible for overseeing the firm's compliance program. Her 22-year career in the investment industry includes serving at Smith Barney and Morgan Stanley. Ms. Andrews earned the Investment Adviser Certified Compliance Professional (IACCP) certification in 2006.
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