Research Associate - Equity Investments

Experience and Education:

• 7 years investment management and financial analysis experience
• B.B.A., University of Texas, 2002, Business Honors and Finance
• Chartered Financial Analyst designation

Professional Background:

• Vaughan Nelson since 2007
• Financial Analyst, Fayez Sarofim & Co. (2004-2007)
• Financial Analyst, Citigroup Global Markets, Inc. (2002-2004)

Affiliations, Current and Past:

• Member, Houston Society of Financial Analysts
• Member, CFA Institute
• Southwest Region Development Committee Member

Vaughan Nelson Responsibilities:

• Equity Fundamental Research