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Isabella Thomsen

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

Houston, TX , United States

About

Isabella Thomsen is an Equity Research Associate at Vaughan Nelson Investment Management in Houston, TX, where she conducts in-depth analysis and supports investment decision-making for the firm’s equity portfolios. Her responsibilities include evaluating company fundamentals, monitoring industry trends, and preparing detailed research reports to guide portfolio managers and investment teams.

Isabella specializes in equity research with a focus on the energy and industrials sectors, leveraging her background in finance and investments to identify key drivers of value and risk. She brings a disciplined approach to financial modeling, valuation, and sector analysis, contributing to the firm’s investment process and portfolio construction.

Prior to joining Vaughan Nelson, Isabella held roles as an Investment Research Analyst at Telegram Partners and completed an M&A Integration internship at Lumenier. She holds a Master of Science in Finance from Vanderbilt University’s Owen Graduate School of Management and a Bachelor of Business Administration in Investment Finance from Stetson University, with additional academic experience in Austria. Isabella’s expertise spans investment research, financial analysis, and cross-border business systems, underpinned by her academic achievements and professional experience in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementEquity Research AssociateJun 2025 to Present
Telegram PartnersInvestment Research AnalystJan 2025 to Apr 2025
Conducted equity research for a private investment fund in Nashville, TN
LumenierM and A IntegrationMay 2024 to Jul 2024
Performed financial analysis and predictive modeling for a PE-owned drone technology company to accelerate strategic growth plans
Roland George Investment ProgramLead Sector Analyst of Technology and UtilitiesAug 2022 to May 2024
Constructed comprehensive hold/sell/buy reports and performed valuation analyses including DCF, sensitivity, and comps; presented and defended security recommendations to the investment committee
NIBC GlobalNIBC Global Investment Banking CompetitionNov 2023 to Mar 2024
Advanced to global finals in Vancouver, placing in the top 13% of submissions (65/500+ teams)
CFA InstituteCFA Research ChallengeSep 2023 to Mar 2024
Secured first place at Florida finals
CitiFinancial AnalystJun 2023 to Aug 2023
Corporate Tax: Information Reporting & Withholding

Education

Vanderbilt University - Owen Graduate School of Management

Master of Science in Finance, MSF 2025

2024 2025

Stetson University

Bachelor of Business Administration, Investment Finance

2020 2024

Stetson University

Innsbruck, Austria Summer Study Abroad Program

2022 2022

Cardinal Mooney Catholic High School

High School Diploma

2016 2020

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
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
Showing 1-10 of 18 team members

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