Adam Rich
Deputy Chief Investment Officer, Portfolio Manager at Vaughan Nelson Investment Management, L.P.
About
Adam Rich, CFA, is Deputy Chief Investment Officer and Portfolio Manager at Vaughan Nelson Investment Management, based in Houston, Texas. In this senior leadership role, he co-leads the firm's capital allocation and portfolio management efforts for the international equity strategies, focusing extensively on global investment opportunities and capital allocation trends. With over 15 years of experience in investment management and research, Adam has built expertise in international equities, particularly within sectors impacted by disruptive innovation, capital expenditure cycles, and global supply chain dynamics—recently with additional emphasis on industrials, technology, and AI-related industries.
Prior to being named Deputy CIO, Adam served as Vice President of Equity Investments and as an Equity Analyst at Vaughan Nelson, where he developed deep analytical skills and sector coverage, helping guide research and portfolio decisions across a range of countries and industries. His investment process is grounded in a capital allocation framework, identifying inflection points where reinvestment and strategic focus create sustained competitive advantage, an approach he has highlighted in industry commentary and Vaughan Nelson’s insights series.
Adam holds a Bachelor of Science in Business Management with an emphasis on Finance from Brigham Young University and is a CFA charterholder. Recognized for his rigorous research and ability to anticipate global industry shifts, Adam contributes regularly to thought leadership on topics such as the impact of AI on global capital flows and sector leadership transitions in international markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Deputy Chief Investment Officer, Portfolio Manager | Jul 2023 to Present | — |
| Vaughan Nelson Investment Management | Vice President - Equity Investments | Jan 2020 to Present | — |
| Vaughan Nelson Investment Management | Equity Analyst | Nov 2016 to Jan 2020 | Generalist coverage for global, all-cap equities with a long-term investment mandate |
| Visium Asset Management | Global Energy Analyst | Jan 2016 to Jun 2016 | Global E&P coverage with a beta neutral mandate |
| Hotchkis and Wiley Capital Management | Energy Research Associate | May 2013 to Dec 2015 | Global E&P and oil/gas services coverage with a deep value, long-only mandate |
| Goldman Sachs | Financial Analyst | May 2010 to May 2013 | — |
| Merrill Lynch | Analyst Intern | Jul 2009 to Aug 2009 | — |
| Beneficial Financial Group | Analyst Intern | Jan 2009 to Apr 2009 | — |
| Wachovia Securities, LLC | Analyst Intern | May 2008 to Aug 2008 | — |
Education
Brigham Young University
Bachelor of Science Business Management with emphasis on Finance
2007 — 2010
Skills & Expertise
Others at Vaughan Nelson Investment Management, L.P. (18)
| Name | Role | Location |
|---|---|---|
| Associate | Houston, TX , United States | |
| Chief Executive Officer, Chief Investment Officer | Houston, TX , United States | |
D Deborah Sabo | Senior Trader | Corte Madera, CA , United States |
D Dennis Alff | Portfolio Manager | Sugar Land, TX , United States |
F Forbes Dumas | Equity Research Analyst | Houston, TX , United States |
| Portfolio Manager - Global SMID Cap | Houston, TX , United States | |
| Portfolio Manager | Houston, TX , United States | |
S Sundeep Khanna | Portfolio Manager | Houston, TX , United States |
| Equity Research Associate | Houston, TX , United States | |
| Vice President - Equity Investments | Houston, TX , United States |