Evan Stolfa

Employer firm

Cohen & Steers Capital Management Inc. CRD 106266

$85.7B regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO CONSULTING SVCS, INDEX MAINTENANCE SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 10/2021
  Fidelity Investments
  Thousand Oaks, CA
• 06/2021 → 06/2021
  Robert D Niehaus Inc.
  Santa Barbara, CA
• 09/2017 → 06/2021
  University Of California Santa Barbara
  Santa Barbara, CA
• 03/2020 → 07/2020
  Robert D Niehaus Inc.
  Santa Barbara, CA
• 07/2019 → 03/2020
  Wendy Fereday Swim School
  Santa Barbara, CA
• 06/2017 → 09/2017
  Wasatch Global Investors
  Salt Lake City, UT
• 06/2018 → 08/2018
  Wasatch Global Investors
  Salt Lake City, UT
• 06/2016 → 09/2016
  Hidden Valley Country Club
  Sandy, UT
• 09/2013 → 06/2017
  Juan Diego Catholic High School
  Draper, UT
• 11/2021 → 04/2023
  Charles Schwab & Co., Inc.
  Santa Barbara, CA
• 11/2021 → 04/2023
  Charles Schwab Bank, Ssb
  Santa Barbara, CA
• 04/2023 → Present
  Cohen & Steers Capital Management, Inc.
  New York, NY
• 04/2023 → Present
  Cohen & Steers Securities, Llc
  New York, NY

Previous Registrations

• 2023-01-03 → 2023-03-24
  Charles Schwab & Co., Inc.
  Santa Barbara, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-07

Other Names

• Evan Davies Stolfa