Team
- PARTNERS
- Jody Bland
- Erica Bramer
- Scott Dalrymple
- Todd Fries
- Stephen Jaquess
- Robert Manz
- Alexander Walther
- Laurie-Leigh White
- SENIOR ADVISORS
- Philip J. Cross
- Todd Goldwasser
- Jimmy Pat James
- Joseph Mason
- Z. Eric Stephens
- SENIOR PROFESSIONALS
- Ted Barlow
- Jason Billeck
- Spencer Brady
- Justin Burgess
- Jack Chen
- Emily Chiu
- Ola Fasoranti
- Chandler Harrison
- Katherine Hinz
- Kurt Huie
- Ramsey Kukalis
- Sam Makin
- Dave Matthiesen
- Myles McCormack
- Jeffrey R. Mills
- Justin Peden
- John Ray
- Afshin Sayani
- Britney Tran
- FINANCIAL ANALYSTS
- Alishah Ahmed
- Israa Ali
- James Cantwell
- Garrett Cooley
- Chris Curfman
- Kyle Flick
- Gabriel Hicks
- Paige McCombs
- Mark Phillips
- Cooper Sisemore
- Shelby Stewart
- Kathryn Thompson
- Wes Waitkus
- Preston Werner
- Xiaolu Zhang
- OPERATIONS
- Marc Lohrisch
Garrett Wallis
CPA*
Financial Analyst
Garrett Wallis received his Master of Accountancy and Bachelor of Business Administration in Finance and Accounting from Baylor University. During his time at Baylor, Mr. Wallis interned at Vaughan Nelson Investment Management, an investment firm with approximately $12B in AUM, as an equity analyst researching potential Small/Micro-cap investment opportunities.
Prior to joining BVA, Mr. Wallis worked in the Assurance practice at PricewaterhouseCoopers LLP in their Private Company Services division. During this time, Mr. Wallis worked on the financial audits of businesses across multiple sectors including Oil Field Services, Manufacturing, and General Services.
*Although BVA employees CPAs, it is not a CPA firm.