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Donato Di Bari

Donato Di Bari

Associate Analyst at Carmel Capital Management L.L.C.

Carmel-by-the-Sea, CA , United States

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

OrganizationRoleDate RangeDetails
Carmel Capital ManagementAssociate AnalystJul 2024 to Present
American University Student Managed Investment FundPortfolio ManagerAug 2023 to May 2024
US FertilityInternJun 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'sServerFeb 2023 to May 2024
American UniversityPASS tutorAug 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, LLCBusserJun 2022 to Aug 2022
Whole Foods MarketWhole Foods EmployeeSep 2020 to Feb 2021
Stop & ShopCashierJul 2020 to Aug 2020
Gristedes Sloan SupermarketCashierApr 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)

NameRoleLocation
Tyler Howard
Tyler Howard
Senior AnalystBellingham, WA , United States
Lindsay James
Lindsay James
Associate AnalystCarmel-by-the-Sea, CA , United States