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Adam Rich, CFA

Adam Rich, CFA

Analyst Intern

Followers of Adam Rich, CFA1000 followers
location of Adam Rich, CFAHouston, Texas, United States

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  • Timeline

  • About me

    Deputy Chief Investment Officer at Vaughan Nelson Investment Management

  • Education

    • Brigham Young University

      2007 - 2010
      Bachelor of Science Business Management with emphasis on Finance

  • Experience

    • Wachovia Securities, LLC

      May 2008 - Aug 2008
      Analyst Intern

    • Beneficial Financial Group

      Jan 2009 - Apr 2009
      Analyst Intern

    • Merrill Lynch

      Jul 2009 - Aug 2009
      Analyst Intern

    • Goldman Sachs

      May 2010 - May 2013
      Financial Analyst

    • Hotchkis and Wiley Capital Management

      May 2013 - Dec 2015
      Energy Research Associate

      Global E&P and oil/gas services coverage with a deep value, long-only mandate

    • Visium Asset Management

      Jan 2016 - Jun 2016
      Global Energy Analyst

      Global E&P coverage with a beta neutral mandate

    • Vaughan Nelson Investment Management

      Nov 2016 - now

      Generalist coverage for global, all-cap equities with a long-term investment mandate

      • Deputy Chief Investment Officer, Portfolio Manager

        Jul 2023 - now

      • Vice President - Equity Investments

        Jan 2020 - now

      • Equity Analyst

        Nov 2016 - Jan 2020

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Oct 2014