About
Rae Yerkey is a Client Portfolio Manager at Recurrent Investment Advisors in Houston, TX, where she specializes in managing client relationships and investment portfolios with a strong focus on the energy infrastructure and natural resources sectors. Her responsibilities include portfolio oversight, sector research, and strategic communications with institutional clients.
Prior to joining Recurrent in 2023, Rae spent over a decade at U.S. Capital Advisors, where she was Managing Director, Co-Portfolio Manager for the HRG Appreciation Fund, and earlier led institutional equity sales and research, concentrating on midstream and energy equities. She also brings experience from UBS in energy equity research, further deepening her expertise in publicly traded energy infrastructure and related asset classes.
Rae holds an MBA in International Finance from Vanderbilt University's Owen Graduate School of Management and a B.S. in Marketing and Finance from Trinity University. Throughout her career, she has distinguished herself by her deep sector knowledge, disciplined approach to energy investments, and commitment to tailored client solutions, earning recognition within the institutional energy investment community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Recurrent Investment Advisors | Client Portfolio Manager | Dec 2023 to Present | — |
| U.S. Capital Advisors | Managing Director and Co-PM HRG Appreciation Fund | Oct 2021 to Dec 2023 | — |
| U.S Capital Advisors | Managing Director and Institutional Equity Sales | Jan 2011 to Oct 2021 | — |
| UBS Investment Bank | Institutional Equity Sales | Nov 2007 to Jan 2011 | — |
| AG Edwards | Institutional Equity Sales and Texas | Jan 2005 to Sep 2007 | — |
| Stifel Nicolaus | Institutional Equity Sales | Jan 2003 to Jan 2005 | — |
| Tucker Anthony | Head of Institutional Equity Trading (Corp Services) | Jan 1999 to Jan 2002 | — |
| Hanifen Imhoff | Head of Institutional Equity Trading (Corp Services) | Jan 1996 to Jan 1999 | — |
Education
Vanderbilt University - Owen Graduate School of Management
MBA, International Finance
1990 — 1992
Trinity University
B.S., Marketing
1986 — 1990
Littleton High School
1983 — 1986
Skills & Expertise
Others at Recurrent Investment Advisors LLC (2)
| Name | Role | Location |
|---|---|---|
B Bradley Olsen | Co-Founder and Portfolio Manager | Houston, TX , United States |
 | Client Portfolio Manager and Energy Specialist | Houston, TX , United States |