Manager Series – Vaughan Nelson Investment Management

Our ‘Institutional Insights’ Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com.

About the Speaker
Chris D. Wallis, CFA, CPA
CEO and CIO
▪ 25 years investment management / financial analysis and accounting experience
▪ M.B.A., Harvard Business School, 1998; B.B.A., Baylor University, 1991, Accounting; Chartered Financial Analyst® designation; Certified Public Accountant-State of Texas
▪ Professional Background: Vaughan Nelson since 1999; Associate, Simmons & Company International (1998-1999); Manager, Coopers & Lybrand, LLP (1991-1996)
▪ Affiliations, Current and Past: Member, CFA Institute
▪ Vaughan Nelson Responsibilities: CEO / CIO / Senior Portfolio Manager

Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.