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Jacki Hakimzadeh

Jacki Hakimzadeh

Senior Associate at Vaughan Nelson Investment Management, L.P.

Houston, TX , United States

About

Jacki Hakimzadeh is a Senior Associate at Vaughan Nelson Investment Management in Houston, Texas, where she leverages her extensive background in finance and compliance to support the firm’s investment management activities. In her current capacity, she works within a firm known for its focus on U.S. equity and fixed income portfolios, including strategies such as Select (U.S. concentrated all cap), Value Opportunity (smid/mid), and Small Cap Value, as well as core fixed income and municipal products.

Prior to joining Vaughan Nelson in 2024, Jacki served for over a decade as Director at TPH&Co., where she developed significant expertise in investment banking and capital markets. Earlier, she held the role of Compliance Officer at Invesco Ltd., managing regulatory and operational risk within the asset management sector. Her cumulative experience spans investment management, compliance, and financial operations, with a client-centric approach in both the public and private markets.

Jacki holds a Bachelor of Business Administration in Finance, Accounting, and Economics from St. Ambrose University. Her professional expertise encompasses a broad range of asset classes, with a notable focus on equity and fixed income investments for institutional clients. Across her career, she has contributed to firm growth by ensuring operational excellence and regulatory compliance, enhancing investor trust and organizational integrity.

Career History

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementSenior AssociateFeb 2024 to Present
TPH&Co.DirectorJun 2012 to Jan 2024
Director of Middle and Back-Office Operations, working closely with Compliance regarding trading practices and compliance reporting.
Invesco Ltd.Compliance OfficerJan 2010 to Jun 2012
Supported the corporate mission statements by assisting U.S. business operations with respect to compliance with applicable state, federal, and self-regulatory agency requirements.
Invesco Ltd.Portfolio Operations SupervisorMar 1997 to Jan 2010

Education

St. Ambrose University

Bachelor of Business Administration - BBA, Finance, Accounting, Economics

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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