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About
Evan Gilbert, CFA, is Vice President - Equity Research at Davenport & Company LLC, based in Richmond, Virginia. In this role, he leads fundamental research and analysis on public companies, with particular responsibility for equity coverage and investment recommendations. He is recognized internally for his disciplined approach to stock selection and detailed sector analysis.
Evan specializes in the Financials, Real Estate Investment Trusts (REITs), Utilities, and Aerospace & Defense sectors. His investment focus includes fundamental analysis, valuation, and thematic trends within these industries, supporting both institutional and individual clients in portfolio decision-making.
He joined Davenport's Research Department in 2017 after earning a B.A. in Economics and Business from the Virginia Military Institute. Evan has progressed through research analyst roles at Davenport, rapidly advancing to Vice President. His expertise in equity research, combined with his Chartered Financial Analyst (CFA) designation, underscores his commitment to industry best practices and high analytical rigor.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Davenport & Company LLC | Vice President - Equity Research | Apr 2022 to Present | — |
| Davenport & Company LLC | Associate Vice President - Equity Research | Jul 2020 to Apr 2022 | — |
| Davenport & Company LLC | Equity Research Analyst | Jan 2020 to Jul 2020 | — |
| Davenport & Company LLC | Equity Research Associate | Jun 2017 to Jan 2020 | — |
| VMI Cadet Investment Group | Vice Chairman | Apr 2016 to May 2017 | — |
| Davenport & Company LLC | Equity Research Intern | Jun 2016 to Aug 2016 | Idea Generation, Equity Valuation and Research |
Education
Virginia Military Institute
Bachelor’s Degree, Economics and Business
2013 — 2017
Others at Davenport & Co. LLC (21)
| Name | Role | Location |
|---|---|---|
A Adam Bergman | SVP, Portfolio Manager | Virginia Beach, VA , United States |
 | Vice President Investments | Greensboro, NC , United States |
 | Senior Vice President- Investments | Richmond, VA , United States |
| Investment Associate | Richmond, VA , United States | |
 | Branch Manager, Vice President-Investments | Fredericksburg, VA , United States |
 | Senior Vice President, Investments | Richmond, VA , United States |
 | Senior Vice President, Investments | Richmond, VA , United States |
 | Vice President - Investments | Danville, VA , United States |
J Janet Mercadante | Senior Vice President - Investments | Virginia Beach, VA , United States |
 | Associate Vice President - Investments | Lynchburg, VA , United States |
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