Evan Lang

Summer Marketing Coordinator

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United States

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Timeline
About me
Atwood & Palmer
Education
- Rockhurst High School
  -
- Texas Christian University - M.J. Neeley School of Business
  2010 - 2014
  Finance & Entrepreneurial Management
  Activities and Societies: Pi Kappa Phi, Neeley Fellows Honors Program, Entrepreneurial Organization, Financial Management Association, Interfraternity Council (IFC), KinderFrogs Volunteer
Experience
- Twin Financial, Inc.
  May 2010 - Aug 2010
  Summer Marketing Coordinator
  • Planned three financial planning workshops for local Kansas City small businesses• Participated in financial planning preparation and meetings• Utilized prospecting and people skills to find new clients for the company• Organized client database to distribute monthly financial updates and information• Created procedures to schedule Annual Review meetings
- MassMutual Financial Group
  May 2011 - Aug 2011
  Financial Advisor Intern
  • Studied for and earned Kansas Life and Health Insurance License• Completed training program to sell life insurance, long-term care, and disability insurance• Created opportunities to introduce and sell MassMutual products through networking and phone calling • Used financial analytical skills to create and present needs-based plans
- Texas Rangers Foundation
  Jan 2012 - Apr 2012
  Consulting Project
  • Worked with the Texas Rangers’ Foundation to find inefficiencies in their fundraising, marketing, and use of resources • Conducted research on over 20 professional sports teams’ non-profit organizations through sit-down interviews, phone calls, and emails with charity directors and team officials• Recognized key areas for improvement and presented our recommendations to increase gross margin from 53% to >75% to the Board of Directors at the Ball Park in Arlington
- Murphy & Sylvest, LLC
  May 2012 - Aug 2012
  Summer Intern
  • Developed a system to track the firm’s assets under management and quarterly revenue • Tracked clients’ investments over an 8 year horizon• Audited clients’ portfolios• Implemented a marketing plan focused on building client relationships through the distribution of economic updates and holiday/birthday cards
- Tudor Pickering & Holt
  Aug 2012 - Nov 2012
  Student Research Analyst
  • One of four undergraduate students selected to engage in an independent study under the direction of TPH’s Director of Asset Management to gain a broader understanding of the context, strategies, and benefits of energy asset management• Profiled the hedge fund industry, detailing characteristics of hedge funds, strategies, regulations, key players, and current events• Conducted a market analysis of the infrastructure sector with a focus on the energy infrastructure subsector in order to identify expansion opportunities for TPH’s energy focused alternative investment platform Show less
- Grosvenor Capital Management, L.P
  May 2013 - Aug 2013
  Manager Research Summer Analyst
- TCU Educational Investment Fund
  Aug 2013 - May 2014
  Analyst
- Tortoise Capital Advisors
  Jun 2014 - Jul 2022
  Investment Analyst
- Ecofin
  Jan 2020 - Jul 2022
  Director, Portfolio Manager
- Duff & Phelps Investment Management Co.
  Aug 2022 - Jun 2024
  Managing Director, Portfolio Manager
- Atwood & Palmer, Inc.
  Apr 2024 - now
  Portfolio Manager & Investment Counselor
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA Institute
Volunteer Experience
- Board Member - Assistant Treasurer
  Issued by Rose Brooks Center Inc. on Jul 2024
  Associated with Evan Lang