Duncan William Richardson
Chief Investment Officer at Eaton Vance, Inc.
Duncan William Richardson active positions
Companies | Position | Start | End |
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Eaton Vance Short Duration Strategic Income Fund
Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Corporate Officer/Principal | 05/01/2011 | - |
Eaton Vance, Inc. | Chief Investment Officer | - | - |
Career history of Duncan William Richardson
Former positions of Duncan William Richardson
Companies | Position | Start | End |
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EUNITSTM 2 YEAR US MRK PT UPSD TO CAP/BD | Chief Executive Officer | 19/08/2010 | 13/02/2014 |
President | 19/08/2010 | 13/02/2014 | |
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. | Chief Investment Officer | 01/01/1987 | 31/10/2013 |
Portfolio Manager-Equities | 01/01/1987 | 31/10/2013 | |
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. | Chief Investment Officer | 29/03/2011 | 31/10/2013 |
Portfolio Manager-Equities | - | 31/10/2013 | |
EATON VANCE CORP. | Director/Board Member | 01/01/1990 | 31/10/2013 |
Chief Investment Officer | 01/01/1990 | 31/10/2013 | |
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Corporate Officer/Principal | 16/01/2013 | - |
President | 24/12/2009 | 16/01/2013 | |
EATON VANCE MUNICIPAL INCOME TRUST | President | 24/12/2009 | - |
EATON VANCE ENHANCED EQUITY INCOME FUND II | Corporate Officer/Principal | 15/03/2011 | - |
President | 24/02/2010 | 15/03/2011 | |
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Training of Duncan William Richardson
Harvard University | Masters Business Admin |
United States Naval Academy | Undergraduate Degree |
Statistics
International
United States | 22 |
Operational
Corporate Officer/Principal | 11 |
President | 10 |
Chief Investment Officer | 4 |
Sectoral
Miscellaneous | 14 |
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 19 |
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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. | Finance |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Eaton Vance Tax-Advantaged Global Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed-end investment fund company. Its investment objective is to provide a high level of after-tax total return. The company invests primarily in global dividend-paying common and preferred stocks and seeks to distribute a high level of divided income that qualifies for favorable federal income tax treatment. Eaton Vance Tax-Advantaged Global Dividend Income Fund was founded on January 30, 2004 and is headquartered in Boston, MA. | Miscellaneous |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Industrial Services |
Eaton Vance Corp.
Eaton Vance Corp. Investment ManagersFinance Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA. | Finance |
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund operates as a non-diversified, closed-end management investment company. It engages in the investment in dividend-paying common and preferred stocks. The company was founded on April 30, 2004 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Income Trust
Eaton Vance Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Enhanced Equity Income Fund II
Eaton Vance Enhanced Equity Income Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Enhanced Equity Income Fund II is a diversified, closed-end management investment fund. Its investment objective is to provide current income, with a secondary objective of capital appreciation. It aims to invest primarily in a portfolio of mid- and large-capitalization common stocks. The company was founded on January 31, 2005 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Eaton Vance Tax-Managed Buy-Write Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-end investment fund, which engages in the provision of current income and gains, with an objective of capital appreciation. The company was founded on June 30, 2005 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund is a closed-end management investment company with objective of providing current income and gains, with a secondary objective of capital appreciation. It invests in a diversified portfolio of common stocks and writes call options on one or more United States and foreign indices on a substantial portion of the value of its common stock portfolio to generate current earnings from the option premium. The company was founded on March 30, 2005 and is headquartered in Boston, MA. | Miscellaneous |
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. | Finance |
Eaton Vance Enhanced Equity Income Fund
Eaton Vance Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Enhanced Equity Income Fund acts as closed-end investment fund/investment trust. Its investment objective is to provide current income, with a secondary objective of capital appreciation. The company was founded on October 29, 2004 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Eaton Vance Tax-Managed Global Diversified Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Global Diversified Equity Income Fund acts as closed-end investment fund. It intends to provide current income and gains with an objective of capital appreciation. The company was founded on February 27, 2007 and is headquartered in Boston, MA. | Miscellaneous |
eUnits 2 Year US Market Participation Trust Upside to Cap
eUnits 2 Year US Market Participation Trust Upside to Cap Investment Trusts/Mutual FundsMiscellaneous eUNITs (TM) 2 Year U.S. Market Participation Trust Upside is a diversified, closed-end management investment trust. It seeks to provide investors purchasing units of beneficial interest in the initial public offering the opportunity to earn returns over the investment life of the Trust based on the price performance of the S&P 500 composite stock price index, by entering into over-the-counter private derivative contracts. The trust's investment program consists primarily of: investing substantially all of the initial net assets of the trust to purchase U.S. treasury obligations that mature on or shortly before the termination date of the trust; and entering into private contracts that provide for the trust to pay or receive cash at contract settlement based on the price performance of the index over the life of the contracts, which are scheduled to conclude on the termination date of the trust. It was founded on November 12, 2009 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Short Duration Strategic Income Fund
Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Structured Emerging Markets Premium Income Trust
Eaton Vance Structured Emerging Markets Premium Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Structured Emerging Markets Premium Income Trust operates as a closed-end investment fund and trust. The company was founded on March 17, 2011 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance, Inc. | |
Eaton Vance Tax-Managed Buy-Write Income Fund
Eaton Vance Tax-Managed Buy-Write Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Buy-Write Income Fund is a closed-end investment fund, which engages in the investment in a portfolio of common stocks and write of call options. The company was founded on April 29, 2005 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Eaton Vance Tax-Managed Diversified Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Diversified Equity Income Fund is a diversified, closed-end management investment company. The fund's investment objective is to provide current income and gains, with a secondary objective of capital appreciation. The company was founded on November 30, 2006 and is headquartered in Boston, MA. | Miscellaneous |
New England Aquarium Corp.
New England Aquarium Corp. Agricultural Commodities/MillingProcess Industries New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA. | Process Industries |