Evan B. Carpenter, CFA, MBA

In tandem with our advisory growth, we are also bolstering our fundamental investment research team with the arrival of Evan Carpenter as a Senior Equity Analyst. Evan brings more than 20 years of experience across multiple market cycles, having most recently served as a Senior Equity Analyst at Coho Partners. His career has been dedicated to rigorous, bottom-up fundamental research and detailed financial modeling, with a specific focus on high-quality companies that demonstrate stable and growing cash flows.

Before joining DAC, Evan held senior research positions at prominent firms including Lord Abbett and Gabelli Asset Management.