Vice President of Investment Research
Victor Beck currently serves as Beck Capital Management’s Vice President of Investment Research, seeking outsized returns for clients by conducting robust fundamental analysis on equity and fixed income assets. Victor is currently a CFA® Program level III candidate
Victor graduated suma cum laude from Southern Methodist University in 2017 with Bachelor of Science degrees in Economics and Management Science, along with a minor in Mathematics. In 2021, Victor graduated from Rice University’s MBA program, concentrating in Finance and Real Estate. During his time at Rice, Victor served as an equity analyst and later as Chief Economist for the program’s student-led investment fund, the M.A. Wright Fund.
Prior to his time at Beck Capital Management, Victor most recently served as a Banker and Advisor for J.P. Morgan’s Private Bank in Dallas, TX. Before his MBA career, he worked in a data analytics role for Ernst & Young’s Forensics unit.
Victor lives in Austin and is a fan of college sports, physical fitness, live music, and global travel.
Beck Capital Management is an SEC-registered investment manager serving high net-worth individuals, family offices, endowments, trusts, corporations and pension plan sponsors. We design custom portfolios that seek each client’s target rate of return, commensurate with the tolerance for volatility. We have a fiduciary duty to our clients and are fee-based. We are different from other investment management firms in many significant ways. Learn more.
Our predecessor firm was founded in 1997, specializing in investment management and tax planning for high net-worth individuals. Over time, we have grown our capabilities in original research and portfolio management. Our three investment committee professionals have over 75 years of combined finance and investment experience. Our macro-economist holds a PhD from Stanford University and has worked at the President’s Council of Economic Advisors and the Federal Reserve. Learn more
We start with a macro-economic “30,000 foot view” that incorporates industry-sector developments, secular trends, money flows, monetary policies and news events. We then follow with a rigorous, repeatable, data-based research process designed to uncover the best managed business within their respective industry groups. Further, we believe that simply avoiding the weakest sectors of the market adds meaningfully to performance. Learn more