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International Value Equity


Stephen Evans, CFA

Managing Director
Portfolio Director

Stephen Evans

Stephen Evans, CFA, with 23 years of investment experience, serves as Managing Director of Advisory Research.

Prior to joining the firm, he served as Senior Portfolio Manager within U.S. Trust, based in New York for 14 years. Stephen was also a portfolio manager with Merrill Lynch Investment Management for five years specializing in trust portfolio management and privately managed accounts. During his tenure in the financial services industry he has held positions as a financial advisor with Paine Webber and a mortgage banker with Arlington Capital Mortgage.

Stephen graduated from Hampden-Sydney College in 1984 and earned his M.A. in English from McNeese State University. Stephen has also done graduate coursework in Finance and Economics at Princeton University and earned an M.B.A. (with distinction) from Rider University; he is a Chartered Financial Analyst and is a member of both the CFA Institute and the New York Society of Security Analysts (NYSSA).