Portfolio Manager - Equity Investments

Experience and Education:

• 12 years investment management and research experience
• B.S., United States Military Academy, 1993, Economics
• M.B.A., Harvard Business School, 1998
• 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)

Vaughan Nelson Responsibilities:

• Portfolio Manager
• Research Specialist