Profil
Mr. Evan Lang, CFA, is a Managing Partner at TopMark Funding LLC and an Investment Counselor at Atwood & Palmer, Inc. He joined Atwood & Palmer in 2024 and has over 12 years of investment experience.
He is responsible for portfolio management, investment research and client service.
Mr. Lang was previously a portfolio manager and senior research analyst at TortoiseEcofin and Duff & Phelps Investment Management.
He earned a Bachelor of Business Administration from Texas Christian University’s Neeley School of Business and John V.
Roach Honors College.
Postes actifs de Evan Lang
| Sociétés | Poste | Début |
|---|---|---|
Top Mark Funding LLC
Top Mark Funding LLC Finance/Rental/LeasingFinance Provides dealer, truck, equipment and business financing services | Directeur Général | 01/01/2015 |
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Analyst-Equity | 01/04/2024 |
Anciens postes connus de Evan Lang
| Sociétés | Poste | Fin |
|---|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Analyst-Equity | 01/06/2024 |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Analyst-Equity | 01/07/2022 |
Formation de Evan Lang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Finance |
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Finance |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Finance |
Texas Christian University
Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Top Mark Funding LLC
Top Mark Funding LLC Finance/Rental/LeasingFinance Provides dealer, truck, equipment and business financing services | Finance |
















