Zachary W.

Director, Client Portfolio Manager at Barrow Hanley Global Investors

Zachary W. has a diverse work experience in the investment management industry. Zachary started their career as a Portfolio Manager at Crossmark Global Investments, Inc., where they worked from August 2014 to March 2020. After that, they joined Thornburg Investment Management as a Client Portfolio Manager from April 2020 to December 2022. Currently, they are serving as the Director, Client Portfolio Manager at Barrow Hanley Global Investors starting from January 2023.

Zachary W. has a diverse education history. From 2006 to 2010, they attended Southern Methodist University - Cox School of Business where they earned a Bachelor of Business Administration (BBA) with a focus on Accounting. During the same period, Zachary also pursued a Bachelor of Arts (B.A.) in History at Southern Methodist University. After completing their undergraduate studies, they continued their education at the University of Houston Law Center from 2010 to 2014. There, they obtained a Doctor of Law (J.D.) degree with a specialization in Banking, Corporate, Finance, and Securities Law. Additionally, Zachary simultaneously pursued a Master of Business Administration (M.B.A.) degree in Investments and Securities at the University of Houston, C.T. Bauer College of Business.

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Houston, United States

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Barrow Hanley Global Investors

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Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds


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