Craig Brandon
Portfolio Manager-Fixed Income at Eaton Vance Management
Net worth: 868 050 $ as of 31/05/2024
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Cindy Clemson | F | 61 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
 Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured New York Municipal Bond Fund
 Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
 Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
 Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Boston Municipal Analysts Forum
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Insured Municipal Bond Fund II
 Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA.
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.
The Boston Security Analysts Society, Inc.
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 39 years |
| Adam Andrew Weigold | M | 49 |
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
National Federation of Municipal Analysts
National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA.
The Boston Security Analysts Society, Inc.
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | 24 years |
| William H. Ahern | M | 64 |
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Boston Municipal Analysts Forum
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | 26 years |
| Marshall Stocker | M | 50 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 11 years |
| Aaron Dunn | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 12 years |
| Brad Galko | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 11 years |
| Eric Stein | M | 44 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 19 years |
| Brian Stuart Ellis | M | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 8 years |
| Matt Buckley | M | - |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | - |
| Mike McLean | M | 46 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 23 years |
| Charlie Gaffney | M | 52 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 21 years |
| Steve Concannon | M | 54 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 24 years |
| Bill Delahunty | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 26 years |
| Vishal Khanduja | M | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 8 years |
| Ted Eliopoulos | M | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 2 years |
| John Henry Streur | M | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 8 years |
| Chris Eustance | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 17 years |
| John R. Baur | M | 54 |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 19 years |
| Peter Campo | M | 52 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
The Boston Security Analysts Society, Inc.
| - |
| Von M. Hughes | M | 54 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 2 years |
| Justin H. Bourgette | M | 44 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 13 years |
| Griff Noble | M | 50 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 12 years |
| Sandy Sanders | M | 51 |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Andrew Szczurowski | M | 41 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
The Boston Security Analysts Society, Inc.
| 17 years |
| Greg B. Sneddon | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Steve Gaudette | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Margaret Eisen | F | 70 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | 19 years |
| Michael T. Dirstine | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Anthony Bisegna | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Kelley Gerrity Baccei | F | 46 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 19 years |
| Christopher Madden | M | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 8 years |
| Daniel Simkowitz | M | 57 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | - |
| Anthony Stuart Eames | M | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 8 years |
| Daniel Gamba | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | 5 years |
| Prachi Samudra | F | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 9 years |
| Hellen Mbugua | F | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 6 years |
| Kyle Lee | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 17 years |
| Trevor G. Smith | M | - |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 14 years |
| David B. Smith | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Derek J.V. DiGregorio | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | 18 years |
| Federico Cesar Sequeda | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 14 years |
| Alison Wagner | F | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 9 years |
| Jade Huang | F | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 8 years |
| Yana Shteyn Barton | F | 49 |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 27 years |
| Yijia Chen | F | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | 6 years |
| David Byron Smith | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Andrew Sveen | M | 56 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 25 years |
| Norton H. Reamer | M | 89 |
The Boston Security Analysts Society, Inc.
| - |
| Kevin E. Grant | M | 63 |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Punita Kumar Sinha | M | 62 |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | 6 years |
| Charles Jobson | M | 63 |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Dave B. Fischer | M | 61 |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Stuart Muter | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 17 years |
| Payson F. Swaffield | M | 68 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 34 years |
| Susan M. Schiff | F | 63 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
The Boston Security Analysts Society, Inc.
| 31 years |
| Mike Allison | M | 60 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
The Boston Security Analysts Society, Inc.
| 22 years |
| Geoff S. Oblak | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Michael Turgel | M | 48 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 18 years |
| Mary Arutyunyan | F | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 25 years |
| Andrew John Byrne | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Edward Perkin | M | 52 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 10 years |
| Ralph H. Hinckley | M | 53 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 21 years |
| Jason Andrew Kritzer | M | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 12 years |
| Catherine McDermott | F | 60 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 24 years |
| Steven Richard Meier | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Alex Lai | M | - |
The Boston Security Analysts Society, Inc.
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Ran Daniel | M | 55 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Rabih Zuhair Soukarieh | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Eric Gottfried Takaha | M | 57 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Philip James Sanders | M | 64 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Bala G. Dharan | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Alexander Penman | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Gerrit Janssen | M | 45 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Kai Hing Wong | M | 49 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Gary M. Silverman | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Ho Yin Boon | M | 48 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Marcin Urbaszek | M | 48 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Ok Azie | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Xiao Shen | M | 45 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Kelly Boyer | F | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Maag Macia | F | 55 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Michelle Brower | F | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| John J. Stewart | M | 51 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Khaled Al-Qubaisi | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
| Karim Mahmoud Yousef Saada | M | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Maureen A. Gemma | F | 64 |
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 3 years |
| Ralph F. Verni | M | 81 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 5 years |
| Ronald A. Pearlman | M | 83 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 7 years |
| Lynn A. Stout | F | 66 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 8 years |
| Benjamin Esty | M | 61 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 5 years |
| William Hayes Park | M | 76 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 7 years |
| Allen Freedman | M | 84 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 3 years |
| Thomas M. Metzold | M | 66 |
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 28 years |
| Heidi L. Steiger | F | 70 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 3 years |
| Barbara E. Campbell | F | 67 |
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 5 years |
| Paul M. O'Neil | M | 70 |
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 6 years |
| Helen Peters | M | 76 |
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | 2 years |
| Bernie Scozzafava | M | 63 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 14 years |
| Dan Strelow | M | 65 |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | - |
| Raphael Leeman | M | - |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | 7 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Craig Brandon
- Personal Network
