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Adam Rich

Adam Rich

Deputy Chief Investment Officer, Portfolio Manager at Vaughan Nelson Investment Management, L.P.

Houston, TX , United States

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

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementDeputy Chief Investment Officer, Portfolio ManagerJul 2023 to Present
Vaughan Nelson Investment ManagementVice President - Equity InvestmentsJan 2020 to Present
Vaughan Nelson Investment ManagementEquity AnalystNov 2016 to Jan 2020
Generalist coverage for global, all-cap equities with a long-term investment mandate
Visium Asset ManagementGlobal Energy AnalystJan 2016 to Jun 2016
Global E&P coverage with a beta neutral mandate
Hotchkis and Wiley Capital ManagementEnergy Research AssociateMay 2013 to Dec 2015
Global E&P and oil/gas services coverage with a deep value, long-only mandate
Goldman SachsFinancial AnalystMay 2010 to May 2013
Merrill LynchAnalyst InternJul 2009 to Aug 2009
Beneficial Financial GroupAnalyst InternJan 2009 to Apr 2009
Wachovia Securities, LLCAnalyst InternMay 2008 to Aug 2008

Education

Brigham Young University

Bachelor of Science Business Management with emphasis on Finance

2007 2010

Skills & Expertise

Oil & Gas
Corporate Finance
Financial Analysis
Energy
Financial Modeling
Analysis
Finance
Private Equity
Due Diligence
Alternative Investments
Investments
Data Analysis
Equity Research
Hedge Funds
Accounting
Equities
Valuation
Investment Banking
Asset Management
Bloomberg
Risk Management
Portfolio Management
Tagalog
Analytical Skills
Economics
Asset Allocation
Strategic Financial Planning
Web Strategy
Series 7
Oil and Gas

Others at Vaughan Nelson Investment Management, L.P. (18)

NameRoleLocation
Ben Ledig
Ben Ledig
AssociateHouston, TX , United States
Chris Wallis
Chris Wallis
Chief Executive Officer, Chief Investment OfficerHouston, TX , United States
D
Deborah Sabo
Senior TraderCorte Madera, CA , United States
D
Dennis Alff
Portfolio ManagerSugar Land, TX , United States
F
Forbes Dumas
Equity Research AnalystHouston, TX , United States
James Eisenman
James Eisenman
Portfolio Manager - Global SMID CapHouston, TX , United States
Matthew Caire
Matthew Caire
Portfolio ManagerHouston, TX , United States
S
Sundeep Khanna
Portfolio ManagerHouston, TX , United States
Ben Eckert
Ben Eckert
Equity Research AssociateHouston, TX , United States
Benjamin Carrier
Benjamin Carrier
Vice President - Equity InvestmentsHouston, TX , United States
Showing 1-10 of 18 team members