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Isabella Thomsen
Equity Research Associate at Vaughan Nelson Investment Management, L.P.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Equity Research Associate | Jun 2025 to Present | — |
| Telegram Partners | Investment Research Analyst | Jan 2025 to Apr 2025 | Conducted equity research for a private investment fund in Nashville, TN |
| Lumenier | M and A Integration | May 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 Program | Lead Sector Analyst of Technology and Utilities | Aug 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 Global | NIBC Global Investment Banking Competition | Nov 2023 to Mar 2024 | Advanced to global finals in Vancouver, placing in the top 13% of submissions (65/500+ teams) |
| CFA Institute | CFA Research Challenge | Sep 2023 to Mar 2024 | Secured first place at Florida finals |
| Citi | Financial Analyst | Jun 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)
| 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 |
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