Evan Carpenter
Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd. at Coho Partners, LTD.
About
Evan Carpenter, CFA, is a Partner, Portfolio Manager, and Investment Analyst at Coho Partners, Ltd., where he is responsible for research and portfolio management as a member of the firm’s Investment Committee. At Coho, he focuses on equity portfolio management, contributing to investment strategy and security selection for client portfolios.
Before joining Coho Partners in 2023, Evan served as Vice President of Equities Research at Mutual of America Capital Management Corp. for over a decade, where he specialized in the analysis of equity securities and portfolio construction. Across his career, Evan has accumulated expertise in U.S. large-cap equities, applying fundamental research and risk management to drive long-term value for institutional and high-net-worth clients.
Evan holds an MBA in Finance from Columbia Business School and dual Bachelor of Arts degrees in Mathematics and Economics from Lafayette College. Recognized as a CFA charterholder, he is known for his analytical rigor and contributions to teamwork within the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coho Partners, Ltd. | Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd. | Jan 2025 to Present | — |
| Coho Partners, Ltd. | Portfolio Manager and Investment Analyst | May 2023 to Dec 2024 | — |
| Mutual of America Capital Management Corp. | Vice President, Equities Research | Aug 2012 to Apr 2023 | — |
| Lord Abbett | Senior Analyst | Aug 2003 to Aug 2012 | — |
| Gabelli Asset Management | Analyst | Jan 2000 to Jun 2003 | — |
| US Trust | Analyst | May 1999 to Aug 1999 | — |
| WorldTeach | Volunteer Teacher | Aug 1997 to Aug 1998 | Volunteer to teach English as a second language in Ambato Ecuador. |
| Citigroup | Manager | Jun 1994 to Aug 1997 | — |
Education
Columbia Business School
MBA, Finance
1998 — 2000
Lafayette College
BA, Math & Economics
1990 — 1994
Others at Coho Partners, LTD. (6)
| Name | Role | Location |
|---|---|---|
A Andrew Hanna | Partner, Portfolio Manager and Investment Analyst | Philadelphia, PA , United States |
 | Partner and Trader | Philadelphia, PA , United States |
R Rick Wayne | Partner-Portfolio Manager and Strategy | Bryn Mawr, PA , United States |
 | Portfolio Manager and Analyst | Berwyn, PA , United States |
S Shirley Chen | ESG Investment Analyst | Philadelphia, PA , United States |
A Anne Madden | Equity Trader | Cherry Hill, NJ , United States |