Benjamin Carrier
Vice President - Equity Investments at Vaughan Nelson Investment Management, L.P.
About
Benjamin Carrier, CFA, is Vice President of U.S. Equity Investments at Vaughan Nelson Investment Management in Houston, TX. He has more than 11 years of investment management and research experience, having joined Vaughan Nelson in 2016 and progressing from Equity Analyst to Vice President, where he currently focuses on portfolio management and equity research for the firm's U.S. equity strategies.
Carrier specializes in fundamental analysis and manages investments across multiple sectors, with specific emphasis on small and mid-cap equities. He has been directly involved in strategy management for value-oriented portfolios, notably contributing to the firm’s Small Cap Value and Global SMID Cap strategies, with sector exposure that includes Energy, Industrials, Materials, Information Technology, Financials, and Consumer sectors.
He graduated cum laude with a Bachelor of Business Administration in Finance, Economics, and the Baylor Business Fellows program from Baylor University in 2014. Prior to joining Vaughan Nelson, Carrier began his career at KPMG in management consulting. His expertise encompasses equity analysis, portfolio construction, and bottom-up investment research across a broad array of U.S. equity asset classes, establishing him as a key contributor to Vaughan Nelson’s investment team.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Vice President - Equity Investments | Jan 2023 to Present | — |
| Vaughan Nelson Investment Management | Equity Analyst | Jan 2016 to Jan 2023 | — |
| KPMG | Associate | Jul 2014 to Jan 2016 | I assist clients in addressing and solving issues within their respective businesses. I have performed data analysis, project management and strategic planning for clients in the financial services an... |
| Baylor University | Student | Aug 2010 to May 2014 | — |
| J.P. Morgan | Summer Analyst Corporate Client Banking | Jun 2013 to Aug 2013 | • Worked with Diversified group to assist clients with debt financing needs involving revolving credit facilities, term loans, and high yield bonds. • Performed credit analysis on clients to understan... |
| Siemens PLM Software | Intern | May 2011 to Jul 2011 | Worked in accounting division focused primarily on transfer pricing issues. Performed analysis that resulted in recommendations on internal corporate tax rates for Siemens subsidiaries. Managed servic... |
Education
Baylor University
Bachelor of Business Administration (BBA), Finance, Economics, Baylor Business Fellows
2010 — 2014
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Finance, Economics, Baylor Business Fellows
2010 — 2014
McKinney Boyd High School
2006 — 2010
Skills & Expertise
Others at Vaughan Nelson Investment Management, L.P. (18)
| Name | Role | Location |
|---|---|---|
| Deputy Chief Investment Officer, Portfolio Manager | Houston, TX , United States | |
| 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 |