John M. Wallis, CFA

Director of Qualitative Research

jwallis@meritageportfolio.com

John leads the qualitative analysis component of the firm’s equity investment process. He also manages the firm’s macroeconomic environment analysis. John has 25 years of institutional experience in portfolio management, publicly traded security analysis and private investment analysis.

John has a Bachelor of Science degree from Arizona State University and an MBA with a concentration in Finance from Avila University, Kansas City, Missouri.

John’s outside interests include physical fitness.

Quote: “As a value-centric manager, our process seeks to uncover companies whose value is greater than the price their shares trade in the marketplace, thus, creating the opportunity for a successful investment.”