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Profile
Ms. Charlotte F.
Evans is an Associate at Capital Research Global Investors.
Prior to joining Capital Research Global Investors, a division of Capital Research & Management in December 2007, Ms. Evans had been an Associate with Capital Research & Management.
Before that, she was an Associate at Morgan Stanley in the equity research division, where she was responsible for the analysis and investment recommendation of securities in the retail sector.
Previously, she worked in Corporate Finance at UBS Investment Bank.
Ms. Evans graduated cum laude from Columbia University with a BA in Comparative Literature and earned an MBA from the University of Pennsylvania - The Wharton School in 2010.
Former positions of Charlotte F. S. Evans
| Companies | Position | End |
|---|---|---|
Capital Research & Management Co. (Global Investors)
 Capital Research & Management Co. (Global Investors) Investment ManagersFinance CRGI is the investment adviser to the American Funds Group, a family of 30 funds marketed to individuals exclusively through financial advisers and other intermediaries. American Funds are also used as investment vehicles for 401ks, other retirement plans, variable annuities and 529 college savings plans. The funds have the following characteristics: (1) a long-term, value-oriented approach; (2) long-established, global research; (3) a multiple portfolio counselor system that combines teamwork with individual accountability; (4) experienced, long-tenured investment professionals; and (5) a commitment to low operating expenses, among the lowest in the fund industry. | Analyst-Equity | 2011-09-29 |
Capital Research & Management Co.
 Capital Research & Management Co. Investment ManagersFinance CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. | Analyst-Equity | 2007-11-29 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2007-08-29 |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Training of Charlotte F. S. Evans
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
88
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Research & Management Co. (Global Investors)
Capital Research & Management Co. (Global Investors) Investment ManagersFinance CRGI is the investment adviser to the American Funds Group, a family of 30 funds marketed to individuals exclusively through financial advisers and other intermediaries. American Funds are also used as investment vehicles for 401ks, other retirement plans, variable annuities and 529 college savings plans. The funds have the following characteristics: (1) a long-term, value-oriented approach; (2) long-established, global research; (3) a multiple portfolio counselor system that combines teamwork with individual accountability; (4) experienced, long-tenured investment professionals; and (5) a commitment to low operating expenses, among the lowest in the fund industry. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Finance |
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