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Nome | Título | Desde | Até |
---|---|---|---|
Sundeep Khanna | Vice President - U.S. Equity | 2024 | Agora |
Biografia | Vice President - U.S. Equity 18 years investment management and financial analysis experience B.S., The University of Texas, 2005, Electrical and Computer Engineering; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2020; Portfolio Manager-Consumer, Carlson Capital (2012-2019); Analyst, Carlson Capital (2007-2012); Investment Banking Analyst, Citigroup (2005-2007) Affiliations, Current and Past: Member CFA Institute | ||
Dennis G. Alff | Project Leader | 2008 | Agora |
Biografia | Senior Portfolio Manager - Equity 26 years investment management and research experience M.B.A., Harvard Business School, 1998; B.S., United States Military Academy, 1993, Economics; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2006; Vice President, Credit Arbitrage and Asset Investments, Koch Capital Markets (2001-2006); Project Leader, The Boston Consulting Group (1997-2001); Lieutenant, United States Army, 1st Cavalry Division (1993-1996) Affiliations, Current and Past: Member, CFA Institute | ||
Christopher Wallis | Manager | 2008 | Agora |
Biografia | CEO/CIO Senior Portfolio Manager, Equity 31 years investment management / financial analysis and accounting experience M.B.A., Harvard Business School, 1998; B.B.A., Baylor University, 1991, Accounting; Chartered Financial Analyst® designation; Certified Public Accountant-State of Texas Professional Background: Vaughan Nelson since 1999; Associate, Simmons & Company International (1998-1999); Manager, Coopers & Lybrand, LLP (1991-1996) Affiliations, Current and Past: Member, CFA Institute | ||
Chad D. Fargason | Senior Vice President | 2013 | 2024 |
Biografia | Senior Portfolio Manager - Equity 23 years investment management and research experience Ph.D., Duke University, 1998; M.A., Duke University, 1996; B.A., Rice University, 1994, Mathematics Professional Background: Vaughan Nelson since 2013; Director, KKR & Co., LP (2003-2013); Senior Vice President,El Paso Corp. (2001-2003); Project Leader, The Boston Consulting Group (1998-2001) Affiliations, Current and Past: Past President, Board of Trustees, Fifth Avenue Presbyterian Church | ||
Scott J. Weber | Senior Portfolio Manager | 2008 | 2019 |
Biografia | Senior Portfolio Manager - Equity 27 years investment management and financial analysis experience M.B.A., Tulane University-A.B. Freeman School of Business, 1997; B.S., The University of the South, 1994, Natural Resources; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2003; Vice President-Investment Banking, RBC Capital Markets (2001-2003); Senior Associate-Investment Banking, RBC Capital Markets (2000-2001); Associate-Investment Banking, Deutsche Banc Alex. Brown (1997-2000); Treasury Analyst, Freeport-McMoRan, Inc. (1996-1997) Affiliations, Current and Past: Member, CFA Institute |
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