Vaughan Nelson is a Houston-based money manager focused on managing U.S. equity and fixed income portfolios for non-profit, public and corporate plans and individuals. Our investment process focuses on targeted returns designed to meet our clients' future obligations. As an affiliate of Natixis Investment Managers, Vaughan Nelson operates as a boutique firm with access to a proven global distribution network.

Investment Management

Vaughan Nelson Investment Management

Vaughan Nelson Investment Management's headquarters in Houston, TX, United States

Chris Wallis

Adam Rich

Susan Darshad

Allyson Pearcy

William Wojciechowski

Nathan Sloan

Carlos Gonzalez

This department conducts in-depth analysis and research on equity markets and specific securities to provide insights and recommendations.

Equity Research

The Investment Analysis Team at Vaughan Nelson Investment Management conducts in-depth research and analysis of equity and fixed income markets to inform investment decisions and optimize portfolio performance. Comprising portfolio managers and analysts, the team evaluates potential investments, assesses risks, and ensures alignment with client objectives, while also integrating ESG factors into their strategies to enhance long-term value for diverse client portfolios.

Investment Analysis Team

The Business Development Team at Vaughan Nelson Investment Management is responsible for identifying and cultivating new client relationships, focusing on non-profit, public, and corporate plans, as well as individual investors. This team strategizes to enhance the firm's market presence, collaborates with the investment team to align offerings with client needs, and leverages the global distribution network of Natixis Investment Managers to drive growth and achieve targeted returns for clients.

Business Development Team

The Compliance Team at Vaughan Nelson Investment Management is responsible for ensuring that the firm adheres to regulatory standards and internal policies to mitigate risk. This includes monitoring investment practices, conducting audits, and providing guidance to employees on compliance matters. By maintaining a strong compliance framework, the team helps protect both the firm and its clients' interests.

Compliance Team

This department focuses on managing financial operations and conducting ESG analytics to support informed decision-making.

Finance and Analytics

This department focuses on managing and optimizing equity investments and distribution strategies for institutional clients.

Vaughan Nelson Investment Management

Org chart

Teams

Equity Research

Investment Analysis Team

Business Development Team

Compliance Team

Finance and Analytics

Investment Distribution

Offices

Vaughan Nelson Investment Management

Org chart

Teams

Equity Research

Investment Analysis Team

Business Development Team

Compliance Team

Finance and Analytics

Investment Distribution

Offices

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