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Donato Di Bari
Associate Analyst at Carmel Capital Management L.L.C.
About
Donato Di Bari serves as an Associate Analyst at Carmel Capital Management L.L.C. in Carmel-by-the-Sea, CA, where he contributes to research, analysis, and portfolio support for client investments. In this capacity, he works with a focus on public equities and balanced portfolios, assisting with security selection and asset allocation. His analytical work supports the firm’s investment decision-making in both equity and fixed income markets.
Prior to joining Carmel Capital Management, Donato held the role of Portfolio Manager at the American University Student Managed Investment Fund, where he directed investments across diverse sectors, including technology, healthcare, and consumer staples. He also gained industry experience as an intern at US Fertility, providing him with exposure to the healthcare sector and operational finance.
Donato graduated with a Bachelor of Science in Finance from the Kogod School of Business at American University, equipping him with a strong foundation in financial analysis, valuation, and portfolio management. His expertise includes equity research and multi-asset class portfolio construction, with a growing record in supporting investment outcomes for both institutional and private clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carmel Capital Management | Associate Analyst | Jul 2024 to Present | — |
| American University Student Managed Investment Fund | Portfolio Manager | Aug 2023 to May 2024 | — |
| US Fertility | Intern | Jun 2023 to May 2024 | Coordinated with multiple department heads to complete cross-functional projects. Audited and analyzed pricing data for different vendors and facilities representing $8,000,000. Conducted basis synerg... |
| Lia's | Server | Feb 2023 to May 2024 | — |
| American University | PASS tutor | Aug 2021 to May 2024 | Tutor peers for 7 hours a week on the principles of financial accounting and corporate finance. Prepare easily understandable lesson plans of complex financial topics. Learn how to communicate effecti... |
| SARABETH'S TRIBECA, LLC | Busser | Jun 2022 to Aug 2022 | — |
| Whole Foods Market | Whole Foods Employee | Sep 2020 to Feb 2021 | — |
| Stop & Shop | Cashier | Jul 2020 to Aug 2020 | — |
| Gristedes Sloan Supermarket | Cashier | Apr 2020 to Jun 2020 | — |
Education
American University - Kogod School of Business
Bachelor's of Science in Finance, Finance
2020 — 2024
Regis High School
N/A, N/A
2016 — 2020
Others at Carmel Capital Management L.L.C. (2)
| Name | Role | Location |
|---|---|---|
| Senior Analyst | Bellingham, WA , United States | |
| Associate Analyst | Carmel-by-the-Sea, CA , United States |