Carolina Concannon, Cfa

Carolina Concannon, Cfa

Equity Portfolio Analyst @ Vance

About Carolina Concannon, Cfa

Carolina Concannon, CFA, is an Equity Portfolio Analyst at Eaton Vance in Boston, Massachusetts, where she has worked since 2021. She has a background in portfolio management and analysis, with previous roles at Eaton Vance, SEI, and internships at Think Brownstone, Inc. and Philadelphia Insurance Companies.

Work at Eaton Vance

Carolina Concannon has been serving as an Equity Portfolio Analyst at Eaton Vance since 2021. In this role, she is responsible for analyzing equity portfolios and contributing to investment strategies. Prior to her current position, she worked as a Senior Portfolio Management Associate at Eaton Vance from 2016 to 2021. During her tenure, she gained extensive experience in portfolio management and analysis, further enhancing her expertise in the field.

Previous Experience

Before joining Eaton Vance, Carolina Concannon held various positions that contributed to her professional development. She worked as an Analyst at SEI from 2015 to 2016, where she focused on investment analysis. Additionally, she interned at Think Brownstone, Inc. in 2011 and at Philadelphia Insurance Companies in 2014, gaining valuable insights into the finance and insurance sectors.

Education and Expertise

Carolina Concannon earned her Bachelor's Degree in Mathematics and Business from Gettysburg College, where she studied from 2011 to 2015. This educational background provided her with a strong foundation in quantitative analysis and business principles. She also completed her high school education at Springside School and The TASIS School, further preparing her for her career in finance.

Internship Experience

Carolina Concannon's early career included internships that provided her with practical experience in the finance industry. She interned at Think Brownstone, Inc. for two months in 2011 and at Philadelphia Insurance Companies for two months in 2014. These internships allowed her to apply her academic knowledge in real-world settings and develop essential skills for her future roles.

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