Evan Carpenter, CFA®
Portfolio Manager & Investment Analyst
Evan joined Coho Partners in 2023 to focus on research and portfolio management. He is a member of the Investment Committee and has 27 years of experience in the financial industry.
Prior to joining Coho, Evan was a senior equity analyst at Mutual of America Capital Management for 11 years where he was responsible for conducting fundamental research with an emphasis on quality companies at discounted valuations. In addition, he actively collaborated with the portfolio manager for portfolio construction decisions. He also served as a senior research analyst at Lord Abbett for nine years where his focus was on value investing. Evan began his investment career as an equity research analyst at Gabelli & Co.
Evan graduated from Lafayette College with dual Bachelor of Art degrees in economics and business, and mathematics, and he received his MBA from Columbia University Business School. Evan is a Chartered Financial Analyst® charterholder.
