Sundeep Khanna, CFA

Sundeep Khanna is a Vice President of Equity Investments at Vaughan Nelson Investment Management, a role he has held for several years.12 He is an experienced investment professional with a strong background in equity research and analysis.

Professional Experience

Khanna has accumulated significant experience in the investment management industry:

• He has 19 years of investment management and research experience.24
• His current role involves equity investments, likely focusing on analyzing and selecting stocks for the firm's portfolios.13

Education and Qualifications

Sundeep Khanna holds the following credentials:

• He is a Chartered Financial Analyst (CFA) charterholder.12
• He earned a B.S. in Electrical & Computer Engineering with Honors from The University of Texas at Austin in 2005.2

Role at Vaughan Nelson

At Vaughan Nelson Investment Management, Khanna is part of the equities team:

• He serves as Vice President - U.S., indicating his focus on U.S. equity markets.2
• Khanna joined Vaughan Nelson in 2020.1
• He is likely involved in the firm's investment decision-making process, contributing to portfolio management and stock selection.3

Company Background

Vaughan Nelson Investment Management is a well-established firm:

• Founded in 1970 and headquartered in Houston, Texas.1
• The company manages approximately US $17.8 billion in equity and fixed income portfolios as of June 30, 2024.1
• Vaughan Nelson is affiliated with Natixis Investment Managers, a global asset management company.1

Sundeep Khanna's role as Vice President of Equity Investments at Vaughan Nelson Investment Management reflects his expertise in financial analysis and portfolio management, contributing to the firm's investment strategies and decision-making processes.