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Career history of Robert J. Whelan
Former positions of Robert J. Whelan
Companies | Position | Start | End |
---|---|---|---|
EATON VANCE CORP. | Director of Finance/CFO | 01/04/2007 | 13/03/2012 |
Investor Relations Contact | 01/11/2011 | 13/03/2012 | |
Public Communications Contact | 28/12/2010 | 13/03/2012 | |
Treasurer | 01/04/2007 | 13/03/2012 | |
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | Director of Finance/CFO | 01/12/2004 | 30/03/2007 |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Director of Finance/CFO | 01/04/2001 | 01/09/2004 |
Training of Robert J. Whelan
Bowdoin College | Undergraduate Degree |
Harvard University | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Director of Finance/CFO | 3 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Boston Private Financial Holdings, Inc.
![]() Boston Private Financial Holdings, Inc. Regional BanksFinance Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA. | Finance |
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 |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
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