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Jacki Hakimzadeh
Senior Associate at Vaughan Nelson Investment Management, L.P.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Senior Associate | Feb 2024 to Present | — |
| TPH&Co. | Director | Jun 2012 to Jan 2024 | Director of Middle and Back-Office Operations, working closely with Compliance regarding trading practices and compliance reporting. |
| Invesco Ltd. | Compliance Officer | Jan 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 Supervisor | Mar 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)
| 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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