Stephen Evans
Chief Executive Officer at Systematic Alpha Investments LLC
Profile
Stephen Edwin Evans is the founder of Systematic Alpha Investments LLC, which was founded in 2018.
He is currently the Chairman-Emeritus at Civitella Ranieri Foundation, Inc. Mr. Evans has previously worked as a Managing Director & Portfolio Director at Advisory Research, Inc., a Portfolio Manager at Merrill Lynch Investment Managers LP, a Mortgage Banker at Arlington Capital Mortgage Corp., a Senior Portfolio Manager at US Trust, and a Financial Advisor at Painewebber & Co., Inc. Mr. Evans has an undergraduate degree from Hampden-Sydney College, a graduate degree from McNeese State University, and an MBA from Rider University.
Stephen Evans active positions
| Companies | Position | Start |
|---|---|---|
Systematic Alpha Investments LLC
 Systematic Alpha Investments LLC Investment ManagersFinance Systematic Alpha Investments LLC (SAI) is an independent registered investment advisory and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Stephen Evans in 2018. SAI offers investment management services to high net-worth clients. | Chief Executive Officer | 2018-06-30 |
| Civitella Ranieri Foundation, Inc. | Director/Board Member | - |
Former positions of Stephen Evans
| Companies | Position | End |
|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Portfolio Manager-Equities | 2018-09-30 |
Arlington Capital Mortgage Corp.
 Arlington Capital Mortgage Corp. Finance/Rental/LeasingFinance Arlington Capital Mortgage Corp. engages in the provision of mortgage lending services. The company was founded on July 31, 1990 and is headquartered in Bensalem, PA. | Corporate Officer/Principal | - |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Corporate Officer/Principal | - |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
Training of Stephen Evans
| Hampden-Sydney College | Undergraduate Degree |
| McNeese State University | Graduate Degree |
| Rider University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Finance |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Finance |
Arlington Capital Mortgage Corp.
Arlington Capital Mortgage Corp. Finance/Rental/LeasingFinance Arlington Capital Mortgage Corp. engages in the provision of mortgage lending services. The company was founded on July 31, 1990 and is headquartered in Bensalem, PA. | Finance |
| US Trust | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Finance |
Systematic Alpha Investments LLC
Systematic Alpha Investments LLC Investment ManagersFinance Systematic Alpha Investments LLC (SAI) is an independent registered investment advisory and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Stephen Evans in 2018. SAI offers investment management services to high net-worth clients. | Finance |
| Civitella Ranieri Foundation, Inc. |
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