Wallace Capital Management, Inc.

Scott Wallace is a Series 65 licensed financial advisor with 23 years of industry experience. He is based in Dallas, TX, and is also an attorney with a legal practice that occupies less than 10% of his time, which he plans to discontinue as his advisory business grows. Wallace is part of Wallace Capital Management, Inc., a six-advisor team. Wallace Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and private investment funds. The firm focuses on discretionary portfolio management and private fund advisory, employing an investment strategy that targets valuation discrepancies within a macroeconomic and industry framework.

Christopher Thomason is a financial advisor at Wallace Capital Management, Inc. in Dallas, TX, with 21 years of industry experience. He has been with Wallace Capital Management since 2004 and holds a Series 66 designation. Outside of advising, he is a passive member of a family partnership involved in rural real estate development. Wallace Capital Management serves individual clients, retirement and profit-sharing plans, charitable institutions, foundations, and private investment funds. The firm focuses on identifying valuation dislocations within a macroeconomic and industry context, managing both separate accounts and pooled funds with strategies that may include leverage, derivatives, and short sales.

Elizabeth Robison is a CFA® charterholder with 24 years of industry experience. She has been with Wallace Capital Management, Inc. since 2018 and previously worked at Hawkins Capital L.P. for six years. Based in Dallas, TX, she is part of a six-advisor team at Wallace Capital Management. Wallace Capital Management, Inc. advises individual and institutional clients, including high-net-worth individuals, retirement plans, and private investment funds. The firm focuses on identifying valuation discrepancies relative to macroeconomic and industry factors and manages both separate accounts and pooled funds, with some funds employing leverage, derivatives, and short sales.