John M. Wallis, CFA

Director of Macro Analysis

jwallis@meritageportfolio.com

John leads the firm’s macroeconomic environment analysis. He has more than 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.”