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Yash Patil

Yash Patil

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

Houston, TX , United States

About

Yash Patil is a Junior Associate in the Capital Allocation team at Vaughan Nelson Investment Management, based in Houston, TX. In his current capacity, he is closely involved in supporting the firm’s value-oriented equity portfolios through fundamental company research, sector analysis, and contributions to allocation decisions across various equity strategies.

Patil's role encompasses exposure to multiple asset classes and geographic markets, with specific involvement in U.S. large cap, small cap value, global SMID cap, and emerging markets equity strategies. His analytical work supports Vaughan Nelson’s bottom-up investment approach and aims to capitalize on information and liquidity inefficiencies within these equity universes.

He holds an M.S. in Engineering Management and Leadership with a finance focus from Rice University and a B.Tech in Mechanical Engineering from Vellore Institute of Technology. Prior to joining Vaughan Nelson, Patil served as a Resident Associate at Rice University, building a foundation of analytical and leadership experience that contributes to his effectiveness in investment research and capital allocation.

Career History

OrganizationRoleDate RangeDetails
Vaughan Nelson Investment ManagementEquity AssociateSep 2025 to Present
Vaughan Nelson Investment ManagementJunior Equity AssociateFeb 2025 to Sep 2025
Capital Allocation Team
Rice UniversityResident AssociateAug 2023 to Dec 2024
• Conducted market research and maintained comparables for the Houston real estate market, focusing on Class A student housing developments. • Due Diligence in Property Development
Rice UniversityResident Associate InternApr 2023 to Jul 2023
• Analyzed, reviewed, and audited invoices and billing details from Rice Housing vendors for accuracy and budget management and submitted approved bills to A/P for payment.
Rice Management CompanyInvestment Analyst InternJan 2024 to Aug 2024
• Performed due diligence on existing and prospective investment managers by assessing the team and its strategy, scrutinizing portfolio holdings and performance, and debating investment-related merit...
Computech SolutionBusiness AnalystJul 2020 to Jun 2022
• Developed interactive dashboards in Power BI to visualize and interpret business intelligence data •Conducted in-depth market and business analyses
Larsen & ToubroFinance Analyst Intern (Mechanical Static Department)May 2019 to Jun 2019
• Techno-economic studies for hydrocarbon plants, analyzing project viability through in-depth research for different pressure vessel. • Conducted comprehensive market analysis on raw materials and go...
Team Jaabaz - Baja SAE VITManager (CVT Lead)Jan 2017 to Jun 2019

Education

Rice University

Master of Science - MS, Engineering Management and Leadership, Finance

2023 2024

Vellore Institute of Technology

Bachelor of Technology - BTech, Mechanical Engineering

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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