![Evan Carpenter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Evan B. Carpenter was previously employed as a Partner, Portfolio Manager & Investment Analyst by Coho Partners Ltd., a Vice President by Mutual of America Capital Management LLC, an Analyst by Gabelli Asset Management, Inc., a Senior Analyst by Lord, Abbett & Co. LLC, and an Equity Research Analyst-Global Investments by United States Trust Co., NA.
He received his undergraduate degree from Lafayette College and an MBA from Columbia Business School.
Former positions of Evan Carpenter
| Companies | Position | End |
|---|---|---|
Coho Partners Ltd.
 Coho Partners Ltd. Investment ManagersFinance Coho seeks to generate a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. The firm's primary focus is on individual stocks but also invests in fixed income, mutual funds, Exchange Traded Funds (ETFs), and government securities. | Analyst-Equity | 01/01/2026 |
Mutual of America Capital Management LLC
 Mutual of America Capital Management LLC Investment ManagersFinance Capital Management employs an active, quality-driven, bottom-up equity investment approach in which stock selection is the primary focus. Fundamental research is augmented by quantitative research models. Risk in the equity market is mitigated by constructing well-diversified, sector-neutral portfolios and monitoring risk exposures to determine that they are constrained within acceptable limits. Within the fixed income market, the firm employs a quality, credit-rating-driven, bottom-up approach. The focus is on using credit research to identify risk-adjusted incremental yield spreads. Risk in the fixed income markets is controlled by managing duration and maintaining diversification as appropriate. | Analyst-Equity | 01/04/2023 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Analyst-Equity | - |
Gabelli Asset Management, Inc.
 Gabelli Asset Management, Inc. Investment Banks/BrokersFinance Provides brokerage and investment advisory services | Corporate Officer/Principal | 30/06/2003 |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Analyst-Equity | 31/07/2012 |
Training of Evan Carpenter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
77
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Finance |
Gabelli Asset Management, Inc.
Gabelli Asset Management, Inc. Investment Banks/BrokersFinance Provides brokerage and investment advisory services | Finance |
Mutual of America Capital Management LLC
Mutual of America Capital Management LLC Investment ManagersFinance Capital Management employs an active, quality-driven, bottom-up equity investment approach in which stock selection is the primary focus. Fundamental research is augmented by quantitative research models. Risk in the equity market is mitigated by constructing well-diversified, sector-neutral portfolios and monitoring risk exposures to determine that they are constrained within acceptable limits. Within the fixed income market, the firm employs a quality, credit-rating-driven, bottom-up approach. The focus is on using credit research to identify risk-adjusted incremental yield spreads. Risk in the fixed income markets is controlled by managing duration and maintaining diversification as appropriate. | Finance |
Coho Partners Ltd.
Coho Partners Ltd. Investment ManagersFinance Coho seeks to generate a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. The firm's primary focus is on individual stocks but also invests in fixed income, mutual funds, Exchange Traded Funds (ETFs), and government securities. | Finance |
Lafayette College
 Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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