Hellen Mbugua
Director of Research - Equity at Calvert Research & Management
Network origin in Hellen Mbugua first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
40
| Subsidiary | Investment Managers | 40 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Hellen Mbugua via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Chief Executive Officer | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President President | |
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. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Chief Investment Officer | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal President | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal President | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
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. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | President | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | President President | |
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. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Oberlin College | College/University | Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal President | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
| U.S. Department of the Treasury | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| The California State Treasurer (California) | General Government | Corporate Officer/Principal | |
| Big Brothers Big Sisters of Massachusetts Bay | Corporate Officer/Principal | ||
Calvert Social Investment Foundation, Inc.
 Calvert Social Investment Foundation, Inc. Financial ConglomeratesFinance Calvert Social Investment Foundation, Inc. provides community investment notes to social development organizations. The firm connects individual investors with organizations working globally, developing affordable housing, creating jobs, protecting the environment, and working in other ways for the social good. The company was founded in 1995 and is headquartered in Bethesda, MD. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Director/Board Member Chairman Director/Board Member | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | President President | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Law School | College/University | Graduate Degree |
Statistics
International
| United States | 49 |
| United Kingdom | 2 |
Sectoral
| Miscellaneous | 25 |
| Consumer Services | 12 |
| Finance | 9 |
| Government | 3 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 109 |
| Portfolio Manager-Equities | 52 |
| President | 45 |
| Portfolio Manager-Fixed Income | 42 |
| Undergraduate Degree | 38 |
Most connected contacts
| Insiders | |
|---|---|
| Cindy Clemson | 33 |
| Eric Stein | 28 |
| Craig Brandon | 23 |
| Scott H. Page | 16 |
| Vishal Khanduja | 11 |
| Raphael Leeman | 11 |
| Griff Noble | 11 |
| Von M. Hughes | 11 |
| John Henry Streur | 11 |
| Mike Weilheimer | 10 |
| Daniel F. Rourke | 10 |
| Catherine McDermott | 9 |
| Marshall Stocker | 9 |
| Aaron Dunn | 8 |
| Craig Russ | 7 |
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