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

Carlos Gonzalez

Nathan Sloan

William Wojciechowski

Adam Rich

Susan Konarik Darshad

Allyson Pearcy

Susan Darshad

The Leadership Team at Vaughan Nelson Investment Management is responsible for providing strategic direction and oversight across the firm's investment and operational activities. Comprised of senior executives, including the CEO, CIO, and various Managing Directors, the team focuses on optimizing investment strategies, ensuring compliance, and driving business development to meet the diverse needs of clients. Their collaborative approach fosters a strong culture of accountability and innovation, positioning the firm for sustainable growth in the competitive financial services landscape.

Leadership Team

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 Finance and Investment team at Vaughan Nelson Investment Management is responsible for creating, managing, and optimizing investment strategies that align with client goals. The team conducts thorough market analysis, executes trades, and oversees portfolio performance, all while ensuring financial compliance and risk management. Collaborating closely with other departments, they aim to deliver targeted returns to meet the unique obligations of non-profit, public, and corporate clients.

Finance and Investment

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.

Vaughan Nelson Investment Management

Org chart

Teams

Leadership Team

Investment Analysis Team

Finance and Investment

Business Development Team

Compliance Team

Offices

Vaughan Nelson Investment Management

Org chart

Teams

Leadership Team

Investment Analysis Team

Finance and Investment

Business Development Team

Compliance Team

Offices

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