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Forbes Dumas

Equity Research Analyst at Vaughan Nelson Investment Management, L.P.

Houston, TX , United States

About

Forbes Dumas is an Equity Research Analyst at Vaughan Nelson Investment Management in Houston, TX, where he specializes in fundamental research and financial analysis to support portfolio managers in the firm's U.S. equities strategies. He draws on over eight years of experience in investment analysis, providing actionable insights and monitoring portfolio positions for optimal performance.

Dumas focuses primarily on the U.S. equity markets, supporting high-conviction, value-oriented investment strategies that target inefficiencies across market capitalizations. At Vaughan Nelson, analysts generally operate as generalists within the U.S. team, covering multiple sectors and contributing insights to the Select (concentrated all-cap), Value Opportunity (SMID/mid-cap), and Small Cap Value equity strategies.

Prior to joining Vaughan Nelson, Dumas served as an Associate Analyst at T. Rowe Price and as an Analyst at Peregrine Investments, building a strong foundation in equity research and financial due diligence. He holds an M.S. in Finance, a B.B.A. in Accounting, and a B.A. in Economics from Southern Methodist University, and is recognized for his expertise in multi-sector U.S. equity analysis and valuation.

Career History

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementEquity Research AnalystApr 2025 to Present
T. Rowe PriceAssociate AnalystSep 2019 to Mar 2025
Consumer Discretionary
Peregrine InvestmentsAnalystJun 2017 to Sep 2019
Peregrine InvestmentsInvestment Analyst InternAug 2016 to May 2017
KPMGValuation InternFeb 2016 to Apr 2016
Scorpio USAFinancial Analyst InternJun 2015 to Jul 2015
Scorpio Tankers (NYSE:STNG) Scorpio Bulkers (NYSE:SALT)
Intermarine, LLCFinance and Accounting InternJul 2014 to Aug 2014
Choice EnergyNatural Gas Trading InternJul 2013 to Aug 2013

Education

SMU Cox School of Business

Master of Science (MS), Finance

2016 2017

SMU Cox School of Business

Bachelor of Business Administration (BBA), Accounting

2012 2016

Southern Methodist University

Bachelor of Arts (BA), Economics

2012 2016

The Kinkaid School

High School Diploma

2006 2012

2019 Level III Candidate in the CFA Program

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

NameRoleLocation
Adam Rich
Adam Rich
Deputy Chief Investment Officer, Portfolio ManagerHouston, TX , United States
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
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