Sign in
SK

Sundeep Khanna

Portfolio Manager at Vaughan Nelson Investment Management, L.P.

Houston, TX , United States

About

Sundeep Khanna, CFA, is a Portfolio Manager focusing on U.S. equities at Vaughan Nelson Investment Management, L.P., based in Houston, Texas. In his current capacity, he is responsible for leading fundamental research, stock selection, and portfolio construction across domestic equity strategies, particularly value-oriented investments. His role centers on identifying opportunities within the U.S. equity market, leveraging his expertise in consumer and related sectors developed throughout his career.

Khanna brings over 19 years of investment management and research experience, previously serving as Vice President of Equity Investments at Vaughan Nelson and Portfolio Manager–Consumer at Carlson Capital, L.P.. His background includes significant tenure as a research analyst and portfolio manager, with a specific track record in consumer sectors, as well as experience at Citigroup as an investment banking analyst.

He holds a Bachelor of Science in Electrical and Computer Engineering with honors from The University of Texas at Austin and is a Chartered Financial Analyst (CFA). Khanna is recognized for his deep analytical skills and steady contributions to value equity investing, supporting Vaughan Nelson’s reputation for consistent, research-driven investment management in the U.S. equity landscape.

Career History

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementPortfolio ManagerJan 2024 to Present
Vaughan Nelson Investment ManagementVice President Equity InvestmentsJan 2020 to Jan 2024
Carlson Capital, L.P.Analyst and Portfolio ManagerJan 2007 to Jan 2019
Consumer Staples Generalist - Special Situations
CitigroupAnalystJan 2005 to Jan 2007
Investment Banking

Education

The University of Texas at Austin

Skills & Expertise

SQL
Project Management
Leadership
Microsoft Excel
Process Improvement
Microsoft Office
Analysis
Financial Modeling
Valuation
Equities
Equity Research
Derivatives
Private Equity

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
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