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Name | Title | Since | Until |
---|---|---|---|
Matthew K. Routh | Director, Fixed Income Portfolio Manager/Analyst | 2021 | Now |
Biography | Mr. Routh joined BHMS in 2013. He is an analyst in credit research, focusing on investment grade credits in the non-corporate sector, including sovereigns, foreign agencies, and taxable municipals, such as Build America bonds. His responsibilities also include quantitative portfolio analysis using the BHMS relative return model, portfolio analytics, and risk management systems. Mr. Routh began his investment career in 2008 at Callan Associates, where he worked in fixed income research. He is a member of the CFA Institute. Mr. Routh earned a BA in Economics from the University of Texas and an MA in Economics from the University of California, Santa Barbara. | ||
Justin A. Martin | Director, Fixed Income Portfolio Manager/Analyst | 2021 | Now |
Biography | Mr. Martin joined Barrow Hanley in 2004 and has served as a credit analyst in fixed income since 2009. Prior to his work as a credit analyst, Mr. Martin’s work at the firm included market and index research and portfolio analysis. Mr. Martin earned a BBA in Finance from Southern Methodist University. He is a CFA charterholder. | ||
Deborah A. Petruzzelli | Managing Director, Fixed Income Portfolio Manager/Analyst | 2004 | Now |
Biography | Ms. Petruzzelli joined BHMS in 2003. She serves as our structured securities portfolio manager for mortgage-backed, asset-backed, and commercial mortgage-backed securities. She is also an analyst for structured securities. During her 34-year investment 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 development of a core plus strategy, leveraging the firm’s convertible equity management strengths. Prior to joining Victory, Ms. Petruzzelli worked for McDonald & Company Securities, Inc., as senior vice president for ABS syndication and traded ABS, CMO, and MBS. She earned a BSBA in Business Administration from Bowling Green State University. | ||
J. Scott McDonald | Managing Director, Portfolio Manager | 2004 | Now |
Biography | Mr. McDonald joined BHMS in 1995. He was appointed Co-Head of Fixed Income, along with Mark Luchsinger, in 2017. Mr. McDonald also serves as the lead portfolio manager for our Long Duration strategies, specializing in corporate and government bonds. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his 30-year investment career, Mr. McDonald previously served as senior vice president and portfolio manager at Life Partners Group, Inc. Prior to that, he was a credit supervisor and lending officer for Chase Bank of Texas. Mr. McDonald received an MBA from the University of Texas and a BBA from Southern Methodist University. | ||
Mark C. Luchsinger | Managing Director, Portfolio Manager | 2004 | 2024 |
Biography | Mr. Luchsinger joined Barrow Hanley in 1997. He was appointed Co-Head of Fixed Income, along with Scott McDonald, in 2017. Mr. Luchsinger serves as a portfolio manager, specializing in investment grade and high yield corporate bond strategies and is the lead portfolio manager for our Core and Core Plus strategies. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his 39-year investment career, Mr. Luchsinger has served as Chief Investment Officer for Great American Reserve Insurance Company. He began his career as a credit analyst at Scor Reinsurance Company. In addition, Mr. Luchsinger spent 10 years in fixed income sales at First Boston Corporation. He earned a BBA from Bowling Green State University. | ||
Erik A. Olson | Managing Director, Fixed Income Portfolio Manager/Analyst | 2014 | 2023 |
Biography | Mr. Olson joined Barrow Hanley in 2001. He serves as a portfolio manager for our investment grade and high yield strategies. He also serves as an analyst for investment grade and high yield corporate bonds, both U.S. and non-U.S. His 21-year career includes work as a research analyst for Sanders Morris Harris. He has also worked at Merrill Lynch and as the legislative assistant for the Interstate Natural Gas Association in Washington, D.C. Mr. Olson received an MBA from Texas Christian University, where he served as a portfolio manager for the William C. Conner Foundation Educational Investment Fund. He earned a BA from Emory University. | ||
Nicholas C. Losey | Managing Director, Fixed Income Portfolio Manager/Analyst | 2018 | 2022 |
Biography | Nick Losey joined Barrow Hanley in 2018. He serves as a portfolio manager, focusing on bank loans and high yield bonds. Mr. Losey was previously a portfolio manager at Whitebox Advisors, LLC and White Oak Global Advisors, LLC, where he focused on bank loans, high yield bonds, structured product CLO tranches, and equities. His 19-year investment career also includes serving as a portfolio manager at Highland Capital Management, LP. Mr. Losey earned a BBA from the University of Oklahoma and an MBA from Southern Methodist University, graduating magna cum laude. | ||
Chet S. Paipanandiker | Analyst | 2017 | 2022 |
Biography | Mr. Paipanandiker (Pai) joined Barrow Hanley in 2017. He serves as a portfolio manager, focusing on bank loans and high yield bonds. Mr. Pai was previously a portfolio manager at Whitebox Advisors, LLC and White Oak Global Advisors, LLC, where he focused on bank loans, structured product CLO tranches, high yield bonds, and equities. His 20-year investment career also includes serving as a portfolio manager and co-head of research at Highland Capital Management, LP. Mr. Pai earned a BBA from the University of Texas in the Business Honors and Engineering-Route-to-Business programs, graduating magna cum laude. | ||
Rahul Bapna | Portfolio Manager | 2014 | 2022 |
Biography | Mr. Bapna joined Barrow Hanley in 2012. He currently serves as lead portfolio manager for the Intermediate and Short Maturity strategies. He also serves as an analyst for investment grade corporate bonds. Mr. Bapna’s 23-year career includes work as a research analyst at Trust Company of the West (TCW) and Metropolitan West Asset Management, where he was responsible for credit research in various industries. Mr. Bapna received his BA in Economics from the University of Texas and is a member of the CFA Institute. | ||
David R. Hardin | Principal | 2004 | 2020 |
Biography | Mr. Hardin joined BHMS in 1987. He serves as co-lead portfolio manager for our Intermediate and Short Maturity strategies. He also manages our municipal portfolios. Prior to joining BHMS, Mr. Hardin was vice president and director of the fixed income group in the trust department at RepublicBank Dallas. 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 42-year investment career at American General Insurance Co. in Houston, where he served as a private placement portfolio manager and credit analyst. He received an M.Sc. from the London School of Economics and a BBA from Texas Christian University. |
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