Professional Staff

Carson Hollyoak, CFA, CAIA – Senior Manager Research Analyst

Investment Manager Research

Carson joined RVK in 2019 and serves as a Senior Manager Research Analyst located in our Portland office. As a member of RVK’s equity research team, he leads due diligence on Global investment opportunities and assists in Passive manager research. Carson’s primary responsibilities include researching investment options, creating equity investment manager search reports, and assisting clients and consulting teams with equity-related evaluation and research.

Carson previously worked as a Corporate Action Associate at Parametric Portfolio Associates where he researched corporate actions and communicated with portfolio managers and custodian banks to make elections on outstanding voluntary events.

Carson graduated from Gonzaga University with a BBA in Finance. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Portland. He also holds the Chartered Alternative Investment Analyst (CAIA) designation.