Vaughan Nelson Investment Management
Industry: Company
DescriptionFounded: 1970 Parent organization: Natixis Investment Managers, L.P. Subsidiary: Vaughan Nelson Trust Company
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Vaughan Nelson Investment Management Employees
Employee
Years
Job
Industry
Rhett Carter, CFA Rhett Carter, CFA's Vaughan Nelson Investment Management Experience January 2013 - Present
Job Vaughan Nelson Investment Management
Industry Financial Services
Experience
Vaughan Nelson Investment Management January 2013 - Present
Tudor, Pickering, Holt & Co. February 2011 - January 2013
UBS Wealth Management July 2008 - February 2011
Luther King Capital Management September 2007 - May 2008
Greenbrier Partners May 2007 - September 2007
Carter Properties May 2005 - May 2007
Skills
Investments, Financial Modeling, Equities, Bloomberg, Equity Research, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Valuation, Alternative Investments, Private Equity, Series 7, Investment Banking, Capital Markets, Fixed Income, Due Diligence, Asset Management, Hedge Funds, Trading, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
Finance, Finance
University of Colorado at Boulder 2004 — 2006
Business
Vaughan Nelson Investment Management January 2013 - Present
Tudor, Pickering, Holt & Co. February 2011 - January 2013
UBS Wealth Management July 2008 - February 2011
Luther King Capital Management September 2007 - May 2008
Greenbrier Partners May 2007 - September 2007
Carter Properties May 2005 - May 2007
Skills
Investments, Financial Modeling, Equities, Bloomberg, Equity Research, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Valuation, Alternative Investments, Private Equity, Series 7, Investment Banking, Capital Markets, Fixed Income, Due Diligence, Asset Management, Hedge Funds, Trading, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
Finance, Finance
University of Colorado at Boulder 2004 — 2006
Business
Chad Fargason's Vaughan Nelson Investment Management Experience April 2013 - Present
Job Senior Portfolio Manager at Vaughan Nelson
Industry Investment Management
Experience
Vaughan Nelson Investment Management April 2013 - Present
KKR Capstone June 2003 - April 2013
Biomet 2011 - 2012
El Paso Corporation June 2001 - June 2003
The Boston Consulting Group 1998 - 2001
Education
Duke University 1994 — 1998
PhD, Mathematics
Rice University 1990 — 1994
BA, Mathematics
Parkview High School
Vaughan Nelson Investment Management April 2013 - Present
KKR Capstone June 2003 - April 2013
Biomet 2011 - 2012
El Paso Corporation June 2001 - June 2003
The Boston Consulting Group 1998 - 2001
Education
Duke University 1994 — 1998
PhD, Mathematics
Rice University 1990 — 1994
BA, Mathematics
Parkview High School
James Eisenman's Vaughan Nelson Investment Management Experience February 2011 - Present
Job Vice President Equity Investments at Vaughan Nelson Investment Management
Industry Investment Management
Experience
Vaughan Nelson Investment Management February 2011 - Present
Vaughan Nelson Investment Management November 2005 - February 2011
PricewaterhouseCoopers August 2004 - November 2005
PricewaterhouseCoopers September 2002 - August 2004
Skills
Equity Research, Equity Capital Markets, Chartered Financial..., Business Valuation, Asset Management, Financial Analysis, Financial Modeling, CPA, Accounting, US GAAP, Internal Controls, Financial Accounting, External Audit, Due Diligence, Assurance, Sarbanes-Oxley Act
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2002
Master in Accounting, Accounting
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Accounting
Vaughan Nelson Investment Management February 2011 - Present
Vaughan Nelson Investment Management November 2005 - February 2011
PricewaterhouseCoopers August 2004 - November 2005
PricewaterhouseCoopers September 2002 - August 2004
Skills
Equity Research, Equity Capital Markets, Chartered Financial..., Business Valuation, Asset Management, Financial Analysis, Financial Modeling, CPA, Accounting, US GAAP, Internal Controls, Financial Accounting, External Audit, Due Diligence, Assurance, Sarbanes-Oxley Act
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2002
Master in Accounting, Accounting
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Accounting
Israel Richner's Vaughan Nelson Investment Management Experience March 2007 - Present
Job Senior Developer at Vaughan Nelson Investment Management
Industry Investment Management
Experience
Vaughan Nelson Investment Management March 2007 - Present
Service Transport Company March 2006 - March 2007
Tif Co. Industries March 2005 - March 2006
Skills
SQL, C#, Microsoft SQL Server, .NET, XML, Trading Systems, ASP.NET, Software Development, T-SQL, HTML, VBA, Databases, Visual Studio, VB.NET, CSS, Database Design
Education
DeVry University-Texas
Vaughan Nelson Investment Management March 2007 - Present
Service Transport Company March 2006 - March 2007
Tif Co. Industries March 2005 - March 2006
Skills
SQL, C#, Microsoft SQL Server, .NET, XML, Trading Systems, ASP.NET, Software Development, T-SQL, HTML, VBA, Databases, Visual Studio, VB.NET, CSS, Database Design
Education
DeVry University-Texas
Dianah S. Jackson's Vaughan Nelson Investment Management Experience September 2013 - Present
Job Operations Specialist at Vaughan Nelson
Industry Financial Services
Experience
Vaughan Nelson Investment Management September 2013 - Present
WE2, Inc. June 2010 - September 2013
The K Corporation April 2008 - November 2008
US Fiduciary January 2006 - April 2008
Davis Hamilton Jackson & Associates August 1994 - September 2003
Davis Hamilton Jackson & Associates October 1993 - August 1994
Davis Hamilton Jackson & Associates August 1992 - October 1993
Skills
Advent Portfolio..., Omgeo Trade SuiteID, Investments, Portfolio Reconciliation, Wealth Management, Portfolio Management, Options, Asset Allocation, Equities, Mutual Funds, Customer Service, Securities, Banking, Fixed Income, Trading, Bloomberg, Equity Trading, Fixed Annuities, Financial Reporting, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Finance, Financial Services, Alert, FactSet, Trade Settlement
Education
LeTourneau University 2008 — 2010
BBA, Business Administration
Vaughan Nelson Investment Management September 2013 - Present
WE2, Inc. June 2010 - September 2013
The K Corporation April 2008 - November 2008
US Fiduciary January 2006 - April 2008
Davis Hamilton Jackson & Associates August 1994 - September 2003
Davis Hamilton Jackson & Associates October 1993 - August 1994
Davis Hamilton Jackson & Associates August 1992 - October 1993
Skills
Advent Portfolio..., Omgeo Trade SuiteID, Investments, Portfolio Reconciliation, Wealth Management, Portfolio Management, Options, Asset Allocation, Equities, Mutual Funds, Customer Service, Securities, Banking, Fixed Income, Trading, Bloomberg, Equity Trading, Fixed Annuities, Financial Reporting, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Finance, Financial Services, Alert, FactSet, Trade Settlement
Education
LeTourneau University 2008 — 2010
BBA, Business Administration
Mark Roach's Vaughan Nelson Investment Management Experience 2002 - 2006
Job Portfolio Manager
Industry Investment Management
Experience
Vaughan Nelson Investment Management 2002 - 2006
Skills
Equities, Asset Managment, Equity Research, Investment Strategies, Portfolio Management, Investments, Mutual Funds, Securities, Asset Management, Bloomberg
Education
University of Chicago 2001 — 2004
Master of Business Administration (MBA)
Baldwin-Wallace College
Bachelor's degree
Vaughan Nelson Investment Management 2002 - 2006
Skills
Equities, Asset Managment, Equity Research, Investment Strategies, Portfolio Management, Investments, Mutual Funds, Securities, Asset Management, Bloomberg
Education
University of Chicago 2001 — 2004
Master of Business Administration (MBA)
Baldwin-Wallace College
Bachelor's degree
Brady Buddy Carruth Jr.'s Vaughan Nelson Investment Management Experience June 2011 - June 2011
Job Investment Banking Analyst at Scotia Waterous
Industry Financial Services
Experience
Scotia Waterous March 2014 - Present
Duff & Phelps July 2013 - March 2014
Jetta Operating Company October 2012 - April 2013
Plains Exploration & Production May 2012 - August 2012
Vaughan Nelson Investment Management June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Valuation, Financial Analysis, Finance, Analysis, Financial Modeling, Data Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelors of Business Administration, Major: Finance, Minors: Accounting & Energy
St. John's High School 2005 — 2009
Scotia Waterous March 2014 - Present
Duff & Phelps July 2013 - March 2014
Jetta Operating Company October 2012 - April 2013
Plains Exploration & Production May 2012 - August 2012
Vaughan Nelson Investment Management June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Valuation, Financial Analysis, Finance, Analysis, Financial Modeling, Data Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelors of Business Administration, Major: Finance, Minors: Accounting & Energy
St. John's High School 2005 — 2009
Curt Rohrman's Vaughan Nelson Investment Management Experience November 2002 - December 2005
Job Portfolio Manager at Garcia Hamilton & Associates
Industry Investment Management
Experience
Garcia Hamilton & Associates April 2006 - Present
Vaughan Nelson Investment Management November 2002 - December 2005
USAA March 1995 - October 2002
CS First Boston May 1988 - March 1995
Education
The University of Texas at Austin 1986 — 1988
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Garcia Hamilton & Associates April 2006 - Present
Vaughan Nelson Investment Management November 2002 - December 2005
USAA March 1995 - October 2002
CS First Boston May 1988 - March 1995
Education
The University of Texas at Austin 1986 — 1988
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Belinda Denn's Vaughan Nelson Investment Management Experience June 1994 - Present
Job Manager of Portfolio Operation at Vaughan Nelson Investment Management
Industry Investment Management
Experience
Vaughan Nelson Investment Management June 1994 - Present
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vaughan Nelson Investment Management June 1994 - Present
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY