Eaton Vance
Industry: Investment management company
DescriptionEaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924. Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services and creation, marketing, and management of investment funds. AUM: US$422.316 billion as of 7/31/17 CEO: Thomas E. Faust Jr. (1 Nov 2007–) Headquarters: Boston, Massachusetts, United States Subsidiaries: Parametric Portfolio Associates LLC,
Eaton Vance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Eaton Vance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Eaton Vance Employees
Employee
Years
Job
Industry
Colleen Barry Colleen Barry's Eaton Vance Experience April 2013 - Present
Job ClosedEnd Fund Product Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2013 - Present
Brown Brothers & Harriman 2010 - March 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Financial Analysis, Data Entry, Spreadsheets, Banking, Accounting, Financial Reporting, Analysis, Mutual Funds
Education
Babson College, F.W. Olin Graduate School of Business 2012 — 2014
Master, Business Administration
University of Massachusetts, Amherst 2008 — 2010
Bachelor of Science, Accounting
Eaton Vance April 2013 - Present
Brown Brothers & Harriman 2010 - March 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Financial Analysis, Data Entry, Spreadsheets, Banking, Accounting, Financial Reporting, Analysis, Mutual Funds
Education
Babson College, F.W. Olin Graduate School of Business 2012 — 2014
Master, Business Administration
University of Massachusetts, Amherst 2008 — 2010
Bachelor of Science, Accounting
Blair McGreenery Blair McGreenery's Eaton Vance Experience April 2015 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2015 - Present
Eaton Vance June 2014 - Present
StudentCity.com March 2013 - March 2014
White Pine Trading LLC May 2012 - June 2013
Skills
Microsoft Office, Salesforce.com, PowerPoint, Sales, Microsoft Excel, Leadership, Sales Management, Market Research, Time Management, Customer Service, Finance, Microsoft Word, Social Media
Education
University of New Hampshire 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of New Hampshire 2010 — 2014
Bachelor of Arts (B.A.), Economics
Eaton Vance April 2015 - Present
Eaton Vance June 2014 - Present
StudentCity.com March 2013 - March 2014
White Pine Trading LLC May 2012 - June 2013
Skills
Microsoft Office, Salesforce.com, PowerPoint, Sales, Microsoft Excel, Leadership, Sales Management, Market Research, Time Management, Customer Service, Finance, Microsoft Word, Social Media
Education
University of New Hampshire 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of New Hampshire 2010 — 2014
Bachelor of Arts (B.A.), Economics
Karyn Harris Parker Karyn Harris Parker's Eaton Vance Experience 1998 - 2008
Job Financial Operations Analyst
Industry Telecommunications
Experience
Thinking Phone Networks April 2010 - May 2015
Eaton Vance 1998 - 2008
Skills
Strategic Communications, Problem Management, Customer Retention
Education
University of New Hampshire 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Thinking Phone Networks April 2010 - May 2015
Eaton Vance 1998 - 2008
Skills
Strategic Communications, Problem Management, Customer Retention
Education
University of New Hampshire 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Mary New, CPA's Eaton Vance Experience September 2014 - Present
Job Senior Tax Manager, AVP at Eaton Vance
Industry Accounting
Experience
Eaton Vance September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) December 2009 - August 2014
ATC Associates July 2004 - December 2009
Deloitte Tax LLP 1997 - 2002
KPMG 1992 - 1995
Skills
Accounting, Financial Reporting, Tax Accounting, Tax, US GAAP, Corporate Tax, Sarbanes-Oxley Act, Tax Research, CPA, GAAP, Internal Controls, Income Tax, Financial Accounting, Financial Analysis, IFRS, Sarbanes-Oxley, Tax Advisory, SEC filings, Financial Statements, Tax Preparation, FIN 48, Partnership Taxation, Tax Returns, Due Diligence, Strategic Financial..., Financial Planning
Education
University of South Florida 1991 — 1992
MAcc, Tax
University of South Florida 1986 — 1990
BS, Accounting
Eaton Vance September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) December 2009 - August 2014
ATC Associates July 2004 - December 2009
Deloitte Tax LLP 1997 - 2002
KPMG 1992 - 1995
Skills
Accounting, Financial Reporting, Tax Accounting, Tax, US GAAP, Corporate Tax, Sarbanes-Oxley Act, Tax Research, CPA, GAAP, Internal Controls, Income Tax, Financial Accounting, Financial Analysis, IFRS, Sarbanes-Oxley, Tax Advisory, SEC filings, Financial Statements, Tax Preparation, FIN 48, Partnership Taxation, Tax Returns, Due Diligence, Strategic Financial..., Financial Planning
Education
University of South Florida 1991 — 1992
MAcc, Tax
University of South Florida 1986 — 1990
BS, Accounting
Daniel Lambert Daniel Lambert's Eaton Vance Experience June 2014 - August 2014
Job Student, Msc Finance, University of St Andrews
Industry Investment Management
Experience
Atkins Investment Group May 2014 - May 2015
Eaton Vance June 2014 - August 2014
Atkins Investment Group May 2013 - May 2014
New Hampshire Energy Association June 2013 - January 2014
Liberty Mutual Insurance May 2013 - September 2013
Atkins Investment Group December 2012 - May 2013
Cavalry Club May 2011 - September 2011
Skills
Financial Analysis, Microsoft Excel, Economics, PowerPoint, Microsoft Word, Investments, Research, Data Analysis, Public Speaking, Financial Modeling, Banking, Access, Market Research, Product Management, Analysis, Risk Management
Education
University of St. Andrews 2015 — 2016
Master’s Degree, MSc Finance
University of New Hampshire 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Art (B.A), Economics and Finance, Sophomore
Christian Brothers Academy - College Preparatory 2007 — 2011
High School Deploma
Atkins Investment Group May 2014 - May 2015
Eaton Vance June 2014 - August 2014
Atkins Investment Group May 2013 - May 2014
New Hampshire Energy Association June 2013 - January 2014
Liberty Mutual Insurance May 2013 - September 2013
Atkins Investment Group December 2012 - May 2013
Cavalry Club May 2011 - September 2011
Skills
Financial Analysis, Microsoft Excel, Economics, PowerPoint, Microsoft Word, Investments, Research, Data Analysis, Public Speaking, Financial Modeling, Banking, Access, Market Research, Product Management, Analysis, Risk Management
Education
University of St. Andrews 2015 — 2016
Master’s Degree, MSc Finance
University of New Hampshire 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Art (B.A), Economics and Finance, Sophomore
Christian Brothers Academy - College Preparatory 2007 — 2011
High School Deploma
Wayne J. Taylor Wayne J. Taylor's Eaton Vance Experience October 2009 - November 2011
Job Principal at Taylor Communications, LLC
Industry Financial Services
Experience
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
Ray Singh Ray Singh's Eaton Vance Experience August 2015 - Present
Job Vice President, Diversified Fixed Income at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2015 - Present
Genworth Financial October 2010 - August 2015
Metropolitan West Asset Management April 2006 - August 2009
Harbert Management Corporation April 2003 - November 2005
JP Morgan Chase 1996 - 2000
Skills
Hedge Funds, Fixed Income, Trading, Emerging Markets, Financial Modeling, Investments, Equity Derivatives, Mutual Funds, Bonds, Equities, Financial Analysis, Strategy, Asset Management
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance
University of Southern California 1991 — 1995
BS, Physics
Eaton Vance August 2015 - Present
Genworth Financial October 2010 - August 2015
Metropolitan West Asset Management April 2006 - August 2009
Harbert Management Corporation April 2003 - November 2005
JP Morgan Chase 1996 - 2000
Skills
Hedge Funds, Fixed Income, Trading, Emerging Markets, Financial Modeling, Investments, Equity Derivatives, Mutual Funds, Bonds, Equities, Financial Analysis, Strategy, Asset Management
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance
University of Southern California 1991 — 1995
BS, Physics
Bryan Griffin's Eaton Vance Experience November 2012 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2012 - Present
Commonwealth Financial Network January 2012 - November 2012
Skills
Insurance, Financial Planning, Mutual Funds, Microsoft Office, Series 7, Asset Allocation, Series 66, Financial Advisory, Series 63, Uniform Combined State..., Strategic Financial..., Series 6, Investments, Investment Advisory, Securities, FINRA, Alternative Investments
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelors, Finance
Eaton Vance November 2012 - Present
Commonwealth Financial Network January 2012 - November 2012
Skills
Insurance, Financial Planning, Mutual Funds, Microsoft Office, Series 7, Asset Allocation, Series 66, Financial Advisory, Series 63, Uniform Combined State..., Strategic Financial..., Series 6, Investments, Investment Advisory, Securities, FINRA, Alternative Investments
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelors, Finance
Jonathan Lahey Jonathan Lahey's Eaton Vance Experience September 2014 - Present
Job Sr. Exchange Traded Product Specialist at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2014 - Present
State Street November 2007 - September 2014
Skills
Bloomberg, Business Development, Equities, Fixed Income, Mutual Funds, Securities, Financial Services, Corporate Actions, ETFs, Microsoft Excel, Portfolio Management
Education
University of New Hampshire 2003 — 2007
BA, Business
Eaton Vance September 2014 - Present
State Street November 2007 - September 2014
Skills
Bloomberg, Business Development, Equities, Fixed Income, Mutual Funds, Securities, Financial Services, Corporate Actions, ETFs, Microsoft Excel, Portfolio Management
Education
University of New Hampshire 2003 — 2007
BA, Business
Caitlin Schlesinger's Eaton Vance Experience July 2015 - Present
Job Fixed Income Research Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2015 - Present
Eaton Vance February 2014 - Present
Eaton Vance June 2013 - February 2014
Atkins Investment Group September 2012 - May 2013
University of New Hampshire February 2011 - May 2013
Eaton Vance June 2012 - January 2013
UNH Annual Fund March 2010 - March 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Business Administration (Option in Finance), and Economics - Dual Major
Melrose High School 2005 — 2009
Eaton Vance July 2015 - Present
Eaton Vance February 2014 - Present
Eaton Vance June 2013 - February 2014
Atkins Investment Group September 2012 - May 2013
University of New Hampshire February 2011 - May 2013
Eaton Vance June 2012 - January 2013
UNH Annual Fund March 2010 - March 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Business Administration (Option in Finance), and Economics - Dual Major
Melrose High School 2005 — 2009
Mac DeCaprio's Eaton Vance Experience April 2012 - Present
Job Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2012 - Present
Putnam Investments January 2010 - March 2012
Skills
Series 7, Salesforce.com, Series 63, Series 66, Uniform Combined State..., Investment Advisory, Relationship Management, Hedge Funds
Education
University of Miami 2005 — 2009
B.A., Political Science, Business Administration
Wellesley High School 2001 — 2005
Eaton Vance April 2012 - Present
Putnam Investments January 2010 - March 2012
Skills
Series 7, Salesforce.com, Series 63, Series 66, Uniform Combined State..., Investment Advisory, Relationship Management, Hedge Funds
Education
University of Miami 2005 — 2009
B.A., Political Science, Business Administration
Wellesley High School 2001 — 2005
Mary Hoey, CFP® Mary Hoey, CFP®'s Eaton Vance Experience April 2008 - December 2010
Job Vice President Operations and Technology
Industry Financial Services
Experience
Braver Wealth Management, LLC January 2011 - Present
Eaton Vance April 2008 - December 2010
Fidelity Investments October 2004 - April 2008
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Legal Studies, Economics
Braver Wealth Management, LLC January 2011 - Present
Eaton Vance April 2008 - December 2010
Fidelity Investments October 2004 - April 2008
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Legal Studies, Economics
Jay Longacre's Eaton Vance Experience August 2012 - March 2014
Job Market Development at Skyword Inc.
Industry Marketing and Advertising
Experience
Skyword Inc. May 2015 - Present
Columbia Threadneedle Investments March 2014 - May 2015
Eaton Vance August 2012 - March 2014
Vela Systems Inc. December 2011 - June 2012
Clear Sky Energy, LLC. May 2010 - December 2011
Windham Country Club April 2005 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Financial Analysis, Teamwork, Access, Time Management, Team Leadership, Social Media, Facebook, Market Research, Leadership, Customer Service
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science Degree in Business Administration, Major in Finance; Minor in Economics
Skyword Inc. May 2015 - Present
Columbia Threadneedle Investments March 2014 - May 2015
Eaton Vance August 2012 - March 2014
Vela Systems Inc. December 2011 - June 2012
Clear Sky Energy, LLC. May 2010 - December 2011
Windham Country Club April 2005 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Financial Analysis, Teamwork, Access, Time Management, Team Leadership, Social Media, Facebook, Market Research, Leadership, Customer Service
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science Degree in Business Administration, Major in Finance; Minor in Economics
Gary Hatton Gary Hatton's Eaton Vance Experience June 1982 - June 1985
Job Managing Director at Granahan Investment Management
Industry Financial Services
Experience
Granahan Investment Management June 1985 - Present
Eaton Vance June 1982 - June 1985
US Trust August 1978 - August 1980
Skills
Equities, Asset Allocation, Asset Managment, Investments, Portfolio Management, Life Science Industry, Healthcare, Microcap, Asset Management
Education
University of Wisconsin-Madison - School of Business 1980 — 1982
MS, Finance
University of Rhode Island 1974 — 1978
BS, Animal Science
Granahan Investment Management June 1985 - Present
Eaton Vance June 1982 - June 1985
US Trust August 1978 - August 1980
Skills
Equities, Asset Allocation, Asset Managment, Investments, Portfolio Management, Life Science Industry, Healthcare, Microcap, Asset Management
Education
University of Wisconsin-Madison - School of Business 1980 — 1982
MS, Finance
University of Rhode Island 1974 — 1978
BS, Animal Science
Joshua Lipinski's Eaton Vance Experience February 2012 - Present
Job Senior Web Developer at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance February 2012 - Present
Joshua Lipinski dba Freshed October 2011 - Present
Berkshire Direct, Inc. August 2010 - October 2011
Inland Management August 2009 - August 2010
Redstone Properties January 2006 - August 2009
Skills
PHP, jQuery, JavaScript, CSS, CSS2, CSS Javascript, MySQL, AJAX, Adobe Fireworks, HTML, DHTML, phpMyAdmin, Microsoft Office, JSON, Web Applications, CMS, Photoshop, Web Analytics, Databases, Web Development, SEO, WordPress
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science, Sport Management, IT
Eaton Vance February 2012 - Present
Joshua Lipinski dba Freshed October 2011 - Present
Berkshire Direct, Inc. August 2010 - October 2011
Inland Management August 2009 - August 2010
Redstone Properties January 2006 - August 2009
Skills
PHP, jQuery, JavaScript, CSS, CSS2, CSS Javascript, MySQL, AJAX, Adobe Fireworks, HTML, DHTML, phpMyAdmin, Microsoft Office, JSON, Web Applications, CMS, Photoshop, Web Analytics, Databases, Web Development, SEO, WordPress
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science, Sport Management, IT
Patrick Sloyan's Eaton Vance Experience May 2014 - August 2014
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2015 - Present
Putnam Investments June 2015 - October 2015
Atkins Investment Group July 2014 - May 2015
Eaton Vance May 2014 - August 2014
Atkins Investment Group September 2013 - June 2014
DHK Financial Advisors October 2013 - December 2013
Kronos June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Public Speaking, Blogging, PowerPoint, Microsoft Office, Teamwork, Team Leadership, Leadership, Microsoft Word, Access, Social Media, Facebook, Time Management, Analysis
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Finance and Management, 3.63
Saint John's High School 2007 — 2011
Putnam Investments October 2015 - Present
Putnam Investments June 2015 - October 2015
Atkins Investment Group July 2014 - May 2015
Eaton Vance May 2014 - August 2014
Atkins Investment Group September 2013 - June 2014
DHK Financial Advisors October 2013 - December 2013
Kronos June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Public Speaking, Blogging, PowerPoint, Microsoft Office, Teamwork, Team Leadership, Leadership, Microsoft Word, Access, Social Media, Facebook, Time Management, Analysis
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Finance and Management, 3.63
Saint John's High School 2007 — 2011
Christopher Rios Christopher Rios's Eaton Vance Experience June 2015 - Present
Job Mutual Fund Services Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Concord Wealth Management January 2015 - May 2015
Financial Strategies Group Giving More May 2012 - August 2012
Weston Hills Country Club September 2010 - March 2011
Skills
Finance, Market Research, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of New Hampshire 2012 — 2015
Bachelor's of Science in Business Administration, Finance and Management
Lorenzo de Medici Italian Institute 2013 — 2013
Eaton Vance June 2015 - Present
Concord Wealth Management January 2015 - May 2015
Financial Strategies Group Giving More May 2012 - August 2012
Weston Hills Country Club September 2010 - March 2011
Skills
Finance, Market Research, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of New Hampshire 2012 — 2015
Bachelor's of Science in Business Administration, Finance and Management
Lorenzo de Medici Italian Institute 2013 — 2013
Nicholas Pinhancos's Eaton Vance Experience August 2013 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2013 - Present
Eaton Vance June 2012 - August 2013
Skills
Access, Team Leadership, Analysis, Microsoft Excel, Portfolio Management, Spanish, Financial Analysis, PowerPoint, Time Management, Microsoft Office, Data Analysis, Microsoft Word, Sales, Market Research, Outlook, Customer Service, Leadership, Teamwork, Social Media, Salesforce.com, Financial Modeling, Business Analysis, Event Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Universidad Complutense de Madrid 2010 — 2011
International Business
Eaton Vance August 2013 - Present
Eaton Vance June 2012 - August 2013
Skills
Access, Team Leadership, Analysis, Microsoft Excel, Portfolio Management, Spanish, Financial Analysis, PowerPoint, Time Management, Microsoft Office, Data Analysis, Microsoft Word, Sales, Market Research, Outlook, Customer Service, Leadership, Teamwork, Social Media, Salesforce.com, Financial Modeling, Business Analysis, Event Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Universidad Complutense de Madrid 2010 — 2011
International Business
Gregory J Whelan, CFP® Gregory J Whelan, CFP®'s Eaton Vance Experience June 1994 - October 1995
Job Vice President, Regional Coaching Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments July 2007 - June 2011
Fidelity Investments June 2006 - June 2007
Fidelity Investments April 2003 - June 2006
Fidelity Investments December 2001 - March 2003
Fidelity Investments May 2000 - November 2001
Fidelity Investments January 1999 - April 2000
Fidelity Investments July 1997 - December 1998
Fidelity Investments October 1995 - June 1997
Eaton Vance June 1994 - October 1995
Skills
Series 7, Investments, Series 63, Financial Services, 401k, Mutual Funds, Retirement, Asset Allocation, Insurance, Retirement Planning, Wealth Management, Investment Advisory, FINRA
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Interpersonal Relations & Social Issues (BDIC)
Fidelity Investments July 2011 - Present
Fidelity Investments July 2007 - June 2011
Fidelity Investments June 2006 - June 2007
Fidelity Investments April 2003 - June 2006
Fidelity Investments December 2001 - March 2003
Fidelity Investments May 2000 - November 2001
Fidelity Investments January 1999 - April 2000
Fidelity Investments July 1997 - December 1998
Fidelity Investments October 1995 - June 1997
Eaton Vance June 1994 - October 1995
Skills
Series 7, Investments, Series 63, Financial Services, 401k, Mutual Funds, Retirement, Asset Allocation, Insurance, Retirement Planning, Wealth Management, Investment Advisory, FINRA
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Interpersonal Relations & Social Issues (BDIC)
Emily Gross Emily Gross's Eaton Vance Experience May 2006 - December 2007
Job West Coast Sales Consultant
Industry Financial Services
Experience
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Christopher McCool's Eaton Vance Experience January 2004 - July 2011
Job Vice President Northeast Regional Director at Altegris Investments
Industry Investment Management
Experience
Altegris Investments September 2012 - Present
Bennett Group Financial Services, LLC July 2011 - September 2012
Eaton Vance January 2004 - July 2011
Fidelity Investments January 2001 - January 2004
Skills
Series 63, Series 7, Mutual Funds, Series 6, Series 65, Alternative Investments, Asset Allocation, Wealth Management, Asset Managment, Investments, Securities, Investment Strategies, Hedge Funds, Investment Advisory, Investment Management, Separately Managed..., Financial Services, Relationship Management, Private Equity, Investor Relations, Institutional Sales, Financial Analysis, Fund Of Funds, Wholesale, Fixed Income, Asset Management
Education
University of New Hampshire 1996 — 2000
BS, Communications; Whittemore School of Business
Altegris Investments September 2012 - Present
Bennett Group Financial Services, LLC July 2011 - September 2012
Eaton Vance January 2004 - July 2011
Fidelity Investments January 2001 - January 2004
Skills
Series 63, Series 7, Mutual Funds, Series 6, Series 65, Alternative Investments, Asset Allocation, Wealth Management, Asset Managment, Investments, Securities, Investment Strategies, Hedge Funds, Investment Advisory, Investment Management, Separately Managed..., Financial Services, Relationship Management, Private Equity, Investor Relations, Institutional Sales, Financial Analysis, Fund Of Funds, Wholesale, Fixed Income, Asset Management
Education
University of New Hampshire 1996 — 2000
BS, Communications; Whittemore School of Business
Matt Witkos Matt Witkos's Eaton Vance Experience EVPNatixis Global Associates InternationalAugust 2001 - May 2007
Job President of Distribution at Eaton Vance
Industry Investment Management
Experience
Eaton Vance EVPNatixis Global Associates InternationalAugust 2001 - May 2007
Education
University of New Hampshire 1985 — 1989
BA, Political Science
Eaton Vance EVPNatixis Global Associates InternationalAugust 2001 - May 2007
Education
University of New Hampshire 1985 — 1989
BA, Political Science
Brian Blair Brian Blair's Eaton Vance Experience September 2008 - Present
Job VP, Regional Sales Director at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2008 - Present
First American Funds November 2005 - September 2008
Columbia Management July 2004 - September 2005
Columbia Management August 2002 - July 2004
Columbia Management December 1999 - August 2002
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed..., Series 6, Fixed Income, Wealth Management, Equities, Portfolio Management, Investment Strategies
Education
University of Oregon 1996 — 1999
Bachelor's Degree, Economics
Eaton Vance September 2008 - Present
First American Funds November 2005 - September 2008
Columbia Management July 2004 - September 2005
Columbia Management August 2002 - July 2004
Columbia Management December 1999 - August 2002
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed..., Series 6, Fixed Income, Wealth Management, Equities, Portfolio Management, Investment Strategies
Education
University of Oregon 1996 — 1999
Bachelor's Degree, Economics
Brett Crosby Brett Crosby's Eaton Vance Experience March 2009 - October 2010
Job Associate at Annaly Capital Management
Industry Financial Services
Experience
Annaly Capital Management April 2014 - Present
Daiwa Capital Markets September 2013 - April 2014
Bloomberg LP October 2010 - September 2013
Eaton Vance March 2009 - October 2010
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Financial Markets, CMBS, Structured Products, Bonds, Credit Derivatives, Structured Finance, Residential Mortgages, Bond Math, Intex, polypaths, tradeweb, Barclays Live, CS Locus
Education
University of Massachusetts, Amherst
Annaly Capital Management April 2014 - Present
Daiwa Capital Markets September 2013 - April 2014
Bloomberg LP October 2010 - September 2013
Eaton Vance March 2009 - October 2010
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Financial Markets, CMBS, Structured Products, Bonds, Credit Derivatives, Structured Finance, Residential Mortgages, Bond Math, Intex, polypaths, tradeweb, Barclays Live, CS Locus
Education
University of Massachusetts, Amherst
Lauren Fiocco's Eaton Vance Experience May 2008 - September 2008
Job Senior Accountant at Advent International
Industry Banking
Experience
Advent International November 2014 - Present
Rostam Capital December 2011 - November 2014
J.P. Morgan Chase September 2009 - January 2012
Pairpoint Glass Company September 2007 - May 2009
University of Massachusetts Department of Finance June 2008 - September 2008
Eaton Vance May 2008 - September 2008
Skills
Microsoft Excel, Analysis, Invoicing, Sales, Data Analysis, Financial Analysis, Finance, Customer Service, Financial Modeling
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor, Business Administration; Finance
Advent International November 2014 - Present
Rostam Capital December 2011 - November 2014
J.P. Morgan Chase September 2009 - January 2012
Pairpoint Glass Company September 2007 - May 2009
University of Massachusetts Department of Finance June 2008 - September 2008
Eaton Vance May 2008 - September 2008
Skills
Microsoft Excel, Analysis, Invoicing, Sales, Data Analysis, Financial Analysis, Finance, Customer Service, Financial Modeling
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor, Business Administration; Finance
Darrell Thompson Darrell Thompson's Eaton Vance Experience May 2014 - Present
Job Business Systems Analyst at Eaton Vance
Industry Investment Banking
Experience
Eaton Vance May 2014 - Present
Eagle Investment Systems November 2013 - May 2014
Wipro Consulting October 2012 - October 2013
Brown Brothers Harriman June 2008 - September 2012
Investors Bank & Trust 2001 - 2008
Skills
Business Analysis, Derivatives, Equities, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Valuation, Investments, Requirements Gathering, SDLC, Bloomberg, Fixed Income, Mutual Funds, SQL, Securities, Corporate Actions, Strategic Planning
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (B.S.), Economics
Eaton Vance May 2014 - Present
Eagle Investment Systems November 2013 - May 2014
Wipro Consulting October 2012 - October 2013
Brown Brothers Harriman June 2008 - September 2012
Investors Bank & Trust 2001 - 2008
Skills
Business Analysis, Derivatives, Equities, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Valuation, Investments, Requirements Gathering, SDLC, Bloomberg, Fixed Income, Mutual Funds, SQL, Securities, Corporate Actions, Strategic Planning
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (B.S.), Economics
Brian Conley's Eaton Vance Experience May 2014 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2014 - Present
Eaton Vance August 2013 - May 2014
Red Bull August 2011 - May 2013
Atkins Investment Group - UNH August 2012 - December 2012
Royal Bank of Scotland May 2011 - August 2012
Bellavance Beverage Company May 2010 - December 2010
Fastenal June 2009 - August 2009
The Nashua Bank June 2008 - August 2008
Skills
Sales, Customer Service, PowerPoint, Bloomberg, Microsoft Office, Market Research, Social Media Marketing, Teamwork, Mutual Funds, Time Management, Marketing, Oasys, Economics, Finance, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Business Administration - Concentration: Finance & International Business Economics
Nashua High School South 2005 — 2009
Eaton Vance May 2014 - Present
Eaton Vance August 2013 - May 2014
Red Bull August 2011 - May 2013
Atkins Investment Group - UNH August 2012 - December 2012
Royal Bank of Scotland May 2011 - August 2012
Bellavance Beverage Company May 2010 - December 2010
Fastenal June 2009 - August 2009
The Nashua Bank June 2008 - August 2008
Skills
Sales, Customer Service, PowerPoint, Bloomberg, Microsoft Office, Market Research, Social Media Marketing, Teamwork, Mutual Funds, Time Management, Marketing, Oasys, Economics, Finance, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Business Administration - Concentration: Finance & International Business Economics
Nashua High School South 2005 — 2009
Ben Cheney, CFA Ben Cheney, CFA's Eaton Vance Experience July 2011 - December 2014
Job Client Operations Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates January 2015 - Present
Eaton Vance July 2011 - December 2014
The URI Ram Fund September 2010 - May 2011
University of Rhode Island August 2008 - May 2011
Eaton Vance Investment Managers June 2010 - January 2011
Kingswood Golf Club June 2007 - August 2009
Skills
Financial Analysis, Investments, Microsoft Excel, Fundamental Analysis, PowerPoint, Financial Modeling, Microsoft Word, Microsoft Office, Fixed Income, Mutual Funds, Economics, Derivative Valuation, Technical Analysis, Quantitative Analytics, DCF Valuation, Financial Accounting, Closed-end Funds
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science, Finance, GPA: 3.91
Cambridge Associates January 2015 - Present
Eaton Vance July 2011 - December 2014
The URI Ram Fund September 2010 - May 2011
University of Rhode Island August 2008 - May 2011
Eaton Vance Investment Managers June 2010 - January 2011
Kingswood Golf Club June 2007 - August 2009
Skills
Financial Analysis, Investments, Microsoft Excel, Fundamental Analysis, PowerPoint, Financial Modeling, Microsoft Word, Microsoft Office, Fixed Income, Mutual Funds, Economics, Derivative Valuation, Technical Analysis, Quantitative Analytics, DCF Valuation, Financial Accounting, Closed-end Funds
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science, Finance, GPA: 3.91
Derek Jonsson's Eaton Vance Experience September 2012 - October 2013
Job Foreign Exchange Trader at Selfemployed
Industry Financial Services
Experience
Self-employed October 2013 - Present
Eaton Vance September 2012 - October 2013
University of New Hampshire September 2008 - September 2012
Eastern Propane Corporation June 2007 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, SQL, HTML, Teamwork, Research
Education
University of New Hampshire 2008 — 2012
Bachelor's Degree, Communication and Media Studies/ Business
Blair Academy 2005 — 2008
Blair Academy 2004 — 2008
High School
Self-employed October 2013 - Present
Eaton Vance September 2012 - October 2013
University of New Hampshire September 2008 - September 2012
Eastern Propane Corporation June 2007 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, SQL, HTML, Teamwork, Research
Education
University of New Hampshire 2008 — 2012
Bachelor's Degree, Communication and Media Studies/ Business
Blair Academy 2005 — 2008
Blair Academy 2004 — 2008
High School
Bradley Galko's Eaton Vance Experience June 2013 - Present
Job VP, Senior Research Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2013 - Present
Pioneer Investments April 2001 - June 2013
Morgan Stanley July 1994 - April 2001
Morgan Stanley March 1993 - June 1994
Morgan Stanley July 1991 - February 1993
Education
University of Notre Dame 1987 — 1991
BBA, Finance and Business Economics
Eaton Vance June 2013 - Present
Pioneer Investments April 2001 - June 2013
Morgan Stanley July 1994 - April 2001
Morgan Stanley March 1993 - June 1994
Morgan Stanley July 1991 - February 1993
Education
University of Notre Dame 1987 — 1991
BBA, Finance and Business Economics
Jakob Gallagher Jakob Gallagher's Eaton Vance Experience June 2011 - August 2011
Job Senior Analyst Capital Markets at Aircastle
Industry Financial Services
Experience
Aircastle May 2014 - Present
Deloitte September 2012 - May 2014
University of Richmond August 2008 - May 2012
Eaton Vance June 2011 - August 2011
GAM June 2010 - July 2010
Ken Morton Roofing and Siding June 2004 - May 2010
Skills
Hedge Funds, Portfolio Management, Due Diligence, Finance, Financial Markets, Mutual Funds, Structured Products, Structured Finance, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investments, Corporate Finance, Fixed Income
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science, Business Administration Concentration: Finance
Charles University 2010 — 2010
Bachelor of Science (B.S.), Finance
Aircastle May 2014 - Present
Deloitte September 2012 - May 2014
University of Richmond August 2008 - May 2012
Eaton Vance June 2011 - August 2011
GAM June 2010 - July 2010
Ken Morton Roofing and Siding June 2004 - May 2010
Skills
Hedge Funds, Portfolio Management, Due Diligence, Finance, Financial Markets, Mutual Funds, Structured Products, Structured Finance, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investments, Corporate Finance, Fixed Income
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science, Business Administration Concentration: Finance
Charles University 2010 — 2010
Bachelor of Science (B.S.), Finance
Mandy Woodley Mandy Woodley's Eaton Vance Experience October 2004 - August 2005
Job Talent Sourcing Specialist at New YorkPresbyterian Hospital
Industry Hospital & Health Care
Experience
New York-Presbyterian Hospital January 2015 - Present
Scripps Health June 2011 - November 2014
Boston Medical Center October 2009 - May 2011
Scripps Health July 2006 - September 2009
Robert Half International October 2005 - June 2006
Eaton Vance October 2004 - August 2005
EF Education January 2003 - October 2004
Skills
Recruiting, Applicant Tracking..., Taleo, Management, Onboarding, Job Fairs, Hospitals, Healthcare, Talent Management, Process Improvement, Temporary Placement, HR Policies, College Recruiting, Human Resources, Employee Relations, Talent Acquisition, Leadership
Education
University of New Hampshire 1999 — 2002
Bachelor of Science, International Affairs
New York-Presbyterian Hospital January 2015 - Present
Scripps Health June 2011 - November 2014
Boston Medical Center October 2009 - May 2011
Scripps Health July 2006 - September 2009
Robert Half International October 2005 - June 2006
Eaton Vance October 2004 - August 2005
EF Education January 2003 - October 2004
Skills
Recruiting, Applicant Tracking..., Taleo, Management, Onboarding, Job Fairs, Hospitals, Healthcare, Talent Management, Process Improvement, Temporary Placement, HR Policies, College Recruiting, Human Resources, Employee Relations, Talent Acquisition, Leadership
Education
University of New Hampshire 1999 — 2002
Bachelor of Science, International Affairs
Greg S. Whitehead Greg S. Whitehead's Eaton Vance Experience May 2000 - Present
Job Vice President/Director Eaton Vance Advisory Services Group
Industry Financial Services
Experience
University of Rhode Island Foundation September 2013 - Present
Eaton Vance May 2000 - Present
Skills
Alternative Investments, Fixed Income, Series 7, Asset Managment, Investments
Education
University of Rhode Island - College of Business Administration
B.S.
University of Rhode Island Foundation September 2013 - Present
Eaton Vance May 2000 - Present
Skills
Alternative Investments, Fixed Income, Series 7, Asset Managment, Investments
Education
University of Rhode Island - College of Business Administration
B.S.
Mark Bumann Mark Bumann's Eaton Vance Experience December 2012 - January 2013
Job Corporate Treasury Analyst at Eaton Vance
Industry Accounting
Experience
Eaton Vance December 2012 - January 2013
Eaton Vance June 2012 - August 2012
Skills
Accounting, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, SAP, Callidus
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Accounting
Eaton Vance December 2012 - January 2013
Eaton Vance June 2012 - August 2012
Skills
Accounting, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, SAP, Callidus
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Accounting
Wilhelmina Roda Wilhelmina Roda's Eaton Vance Experience 2012 - Present
Job Marketing Manager at Pax World Funds
Industry Investment Management
Experience
Pax World Funds April 2013 - Present
Eaton Vance 2012 - Present
Eaton Vance 2011 - November 2012
Eaton Vance 2008 - 2011
Eaton Vance 2007 - 2008
Skills
Series 6, Series 63, Separately Managed..., Asset Managment, Series 65, Series 7, Mutual Funds, Uniform Combined State..., Morningstar, Direct Marketing, Marketing Communications, Financial Analysis, Email Marketing, Microsoft Office, Integrated Marketing
Education
University of New Hampshire 2003 — 2007
Bachelor of Science (BS), Biology, General
Pax World Funds April 2013 - Present
Eaton Vance 2012 - Present
Eaton Vance 2011 - November 2012
Eaton Vance 2008 - 2011
Eaton Vance 2007 - 2008
Skills
Series 6, Series 63, Separately Managed..., Asset Managment, Series 65, Series 7, Mutual Funds, Uniform Combined State..., Morningstar, Direct Marketing, Marketing Communications, Financial Analysis, Email Marketing, Microsoft Office, Integrated Marketing
Education
University of New Hampshire 2003 — 2007
Bachelor of Science (BS), Biology, General
Jeff DuVall Jeff DuVall's Eaton Vance Experience November 2014 - Present
Job
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2012 - Present
Eaton Vance August 2010 - November 2012
Parametric Portfolio Associates March 1998 - August 2010
Ability Solutions September 1996 - March 1998
Incoming, Inc. 1994 - 1996
Nintendo of America September 1993 - September 1994
Skills
Enterprise Software, Infrastructure, Integration, Network Security, Storage Area Networks, VoIP, Networking, Technical Support, Virtualization, Active Directory, Storage, Disaster Recovery, IT Service Management, Windows, SAN, Capacity Planning, Windows Server, Microsoft Exchange, Cisco Technologies, EMC Storage, BMC Capacity..., Project Management, ITIL v3 Foundations..., System Monitoring, Performance Management, Process Scheduler, Workload Automation, MCSE 2003, CompTIA A+ Certification, Cisco Routing &..., Cisco Firewall Security, VPN, Infrastructure..., Splunk, Nagios, Syslog-ng
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Information Technology
University of Washington 1989 — 1993
Mechanical Engineering
Hoquiam High School 1985 — 1989
Diploma, Pre-College Studies
Eaton Vance November 2014 - Present
Eaton Vance November 2012 - Present
Eaton Vance August 2010 - November 2012
Parametric Portfolio Associates March 1998 - August 2010
Ability Solutions September 1996 - March 1998
Incoming, Inc. 1994 - 1996
Nintendo of America September 1993 - September 1994
Skills
Enterprise Software, Infrastructure, Integration, Network Security, Storage Area Networks, VoIP, Networking, Technical Support, Virtualization, Active Directory, Storage, Disaster Recovery, IT Service Management, Windows, SAN, Capacity Planning, Windows Server, Microsoft Exchange, Cisco Technologies, EMC Storage, BMC Capacity..., Project Management, ITIL v3 Foundations..., System Monitoring, Performance Management, Process Scheduler, Workload Automation, MCSE 2003, CompTIA A+ Certification, Cisco Routing &..., Cisco Firewall Security, VPN, Infrastructure..., Splunk, Nagios, Syslog-ng
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Information Technology
University of Washington 1989 — 1993
Mechanical Engineering
Hoquiam High School 1985 — 1989
Diploma, Pre-College Studies
A.J. Leimenstoll's Eaton Vance Experience March 2013 - Present
Job Vice President Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2013 - Present
Invesco Ltd. February 2008 - February 2013
Education
University of Richmond
Bachelor's, Finance & Business Management
Eaton Vance March 2013 - Present
Invesco Ltd. February 2008 - February 2013
Education
University of Richmond
Bachelor's, Finance & Business Management
Randy Skarda's Eaton Vance Experience December 2000 - Present
Job Regional Vice President at Eaton Vance and Financial Services Consultant
Industry Financial Services
Experience
Eaton Vance December 2000 - Present
EATON VANCE INVESTMENT MANAGEMENT 2000 - Present
Mercury Funds August 2000 - December 2000
Chase Vista Funds January 2000 - August 2000
Skills
Series 65, Series 63, Series 7, Mutual Funds, Asset Management, Alternative Investments, Investments
Education
University of Minnesota-Twin Cities 1986 — 1990
Eaton Vance December 2000 - Present
EATON VANCE INVESTMENT MANAGEMENT 2000 - Present
Mercury Funds August 2000 - December 2000
Chase Vista Funds January 2000 - August 2000
Skills
Series 65, Series 63, Series 7, Mutual Funds, Asset Management, Alternative Investments, Investments
Education
University of Minnesota-Twin Cities 1986 — 1990
Candice Flemming's Eaton Vance Experience November 2014 - Present
Job Marketing Services Supervisor at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - November 2014
Eaton Vance May 2012 - November 2013
Freelance May 2008 - May 2012
Total Learning Concepts March 2007 - December 2007
Total Learning Concepts September 2005 - February 2007
Total Learning Concepts April 2003 - August 2005
Total Learning Concepts April 2000 - March 2003
COM/Energy Services December 1997 - October 1999
Community Newspaper Company August 1996 - December 1997
Skills
InDesign, Leadership, Adobe Creative Suite, Microsoft Office, Management, QuarkXPress, Editing, Proofreading
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Journalism
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - November 2014
Eaton Vance May 2012 - November 2013
Freelance May 2008 - May 2012
Total Learning Concepts March 2007 - December 2007
Total Learning Concepts September 2005 - February 2007
Total Learning Concepts April 2003 - August 2005
Total Learning Concepts April 2000 - March 2003
COM/Energy Services December 1997 - October 1999
Community Newspaper Company August 1996 - December 1997
Skills
InDesign, Leadership, Adobe Creative Suite, Microsoft Office, Management, QuarkXPress, Editing, Proofreading
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Journalism
Marguireta Heger, PMP's Eaton Vance Experience September 1989 - March 1996
Job Real Estate Consultant at New England Preferred Properties Real Estate
Industry Information Technology and Services
Experience
New England Preferred Properties Real Estate May 2009 - Present
Broadridge Financial Solutions, Inc. September 2009 - January 2010
State Street Corp July 2005 - February 2009
Evergreen Investments March 1996 - June 2005
Eaton Vance September 1989 - March 1996
Skills
Financial Services, Management, Leadership, CRM, Project Management, Risk Management, Portfolio Management, Project Planning, SDLC, Asset Management, Business Analysis, PMP, Program Management, Process Improvement, Security, Vendor Management, Budgets, Coaching, Business Process..., Strategy, Analysis, Change Management, Banking, IT Strategy, PMO, Project Portfolio..., Business Process, Requirements Gathering, Outsourcing, Visio, IT Management, Business Requirements, Software Documentation, Business Intelligence, Requirements Analysis, Software Project..., Consulting, Governance, Integration, SharePoint, Disaster Recovery
Education
University of Massachusetts, Amherst 1984 — 1988
New England Preferred Properties Real Estate May 2009 - Present
Broadridge Financial Solutions, Inc. September 2009 - January 2010
State Street Corp July 2005 - February 2009
Evergreen Investments March 1996 - June 2005
Eaton Vance September 1989 - March 1996
Skills
Financial Services, Management, Leadership, CRM, Project Management, Risk Management, Portfolio Management, Project Planning, SDLC, Asset Management, Business Analysis, PMP, Program Management, Process Improvement, Security, Vendor Management, Budgets, Coaching, Business Process..., Strategy, Analysis, Change Management, Banking, IT Strategy, PMO, Project Portfolio..., Business Process, Requirements Gathering, Outsourcing, Visio, IT Management, Business Requirements, Software Documentation, Business Intelligence, Requirements Analysis, Software Project..., Consulting, Governance, Integration, SharePoint, Disaster Recovery
Education
University of Massachusetts, Amherst 1984 — 1988
Jonathan Orseck's Eaton Vance Experience October 2009 - Present
Job Managing Director, Parametric Risk Advisors
Industry Financial Services
Experience
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Michael Maguire, CFP®'s Eaton Vance Experience 2003 - April 2012
Job Northeast Regional Director at Ashmore
Industry Financial Services
Experience
Ashmore April 2012 - Present
Eaton Vance 2003 - April 2012
Putnam Investments 2002 - 2003
UBS 1999 - 2002
Skills
Emerging Markets, Finance, Equities, Financial Services, Portfolio Management, Capital Markets, Strategy, Sales, Private Equity, Bloomberg, Bonds, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation
Education
Boston University Center for Professional Education 2005 — 2006
Financial Planning
University of Massachusetts, Amherst 1995 — 1999
Bachelors, History
Ashmore April 2012 - Present
Eaton Vance 2003 - April 2012
Putnam Investments 2002 - 2003
UBS 1999 - 2002
Skills
Emerging Markets, Finance, Equities, Financial Services, Portfolio Management, Capital Markets, Strategy, Sales, Private Equity, Bloomberg, Bonds, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation
Education
Boston University Center for Professional Education 2005 — 2006
Financial Planning
University of Massachusetts, Amherst 1995 — 1999
Bachelors, History
Eric Mueller, CFA's Eaton Vance Experience September 2003 - October 2006
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
Income Research & Management January 2013 - Present
Income Research & Management December 2011 - December 2012
Income Research & Management November 2008 - December 2011
Income Research & Management January 2007 - November 2008
Eaton Vance September 2003 - October 2006
Eaton Vance Management 2006 - 2006
Skills
Fixed Income, Bloomberg, Fixed Income Analysis, Investment Management, Asset Managment, Investments, Bonds, Asset Allocation, Portfolio Management, Securities, Valuation, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Trading
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Holderness School 1996 — 1998
Income Research & Management January 2013 - Present
Income Research & Management December 2011 - December 2012
Income Research & Management November 2008 - December 2011
Income Research & Management January 2007 - November 2008
Eaton Vance September 2003 - October 2006
Eaton Vance Management 2006 - 2006
Skills
Fixed Income, Bloomberg, Fixed Income Analysis, Investment Management, Asset Managment, Investments, Bonds, Asset Allocation, Portfolio Management, Securities, Valuation, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Trading
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Holderness School 1996 — 1998
Laurie Allard's Eaton Vance Experience June 2004 - Present
Job VP, Compensation Manager
Industry Financial Services
Experience
Eaton Vance June 2004 - Present
Columbia Management Group 1994 - 2004
Massachusetts Financial Services 1986 - 1994
Skills
Talent Management, Strategic Planning, Performance Management, Deferred Compensation, Employee Benefits, Management
Education
University of New Hampshire 1978 — 1982
Bachelors, Psychology
Marblehead High School 1974 — 1978
High school
Eaton Vance June 2004 - Present
Columbia Management Group 1994 - 2004
Massachusetts Financial Services 1986 - 1994
Skills
Talent Management, Strategic Planning, Performance Management, Deferred Compensation, Employee Benefits, Management
Education
University of New Hampshire 1978 — 1982
Bachelors, Psychology
Marblehead High School 1974 — 1978
High school
Lauren K. Loehning CFP ® CIMA ®'s Eaton Vance Experience December 2003 - Present
Job Director SubAdvisory & Defined Contribution at Eaton Vance
Industry Financial Services
Experience
Eaton Vance December 2003 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Eaton Vance December 2003 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Jay Alexander, CFA, CAIA's Eaton Vance Experience May 2010 - May 2011
Job Director, Consultant Relations at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments June 2013 - Present
TPG Credit Management May 2011 - December 2012
Eaton Vance May 2010 - May 2011
Columbia Management (Formerly RiverSource Institutional Advisors) June 2006 - May 2010
Ameriprise Financial March 2005 - May 2006
FAF Advisors November 2003 - March 2005
FAF Advisors November 1999 - November 2003
Skills
Alternative Investments, Fixed Income, Asset Managment, Investments, Equities, Hedge Funds, Distressed Debt, Institutional Sales, Consultants, Investment Strategies, Relationship Management, Capital Markets, Asset Allocation, Mutual Funds, Institutional..., Bloomberg, Strategy, Investment Management, Asset Management, Fund Of Funds, Series 7
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Investment Management, Entrepreneurial Studies
University of St. Thomas 1991 — 1995
BA, Finance/Economics
Standard Life Investments June 2013 - Present
TPG Credit Management May 2011 - December 2012
Eaton Vance May 2010 - May 2011
Columbia Management (Formerly RiverSource Institutional Advisors) June 2006 - May 2010
Ameriprise Financial March 2005 - May 2006
FAF Advisors November 2003 - March 2005
FAF Advisors November 1999 - November 2003
Skills
Alternative Investments, Fixed Income, Asset Managment, Investments, Equities, Hedge Funds, Distressed Debt, Institutional Sales, Consultants, Investment Strategies, Relationship Management, Capital Markets, Asset Allocation, Mutual Funds, Institutional..., Bloomberg, Strategy, Investment Management, Asset Management, Fund Of Funds, Series 7
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Investment Management, Entrepreneurial Studies
University of St. Thomas 1991 — 1995
BA, Finance/Economics
Holly Quinn's Eaton Vance Experience November 2011 - July 2012
Job Marketing Compliance Officer
Industry Financial Services
Experience
State Street Global Advisors June 2014 - Present
State Street Global Advisors July 2012 - June 2014
Eaton Vance November 2011 - July 2012
Eaton Vance March 2010 - November 2011
Eaton Vance February 2008 - March 2010
Eaton Vance October 2006 - February 2008
Skills
Securities, Series 63, Mutual Funds, FINRA, Series 7, Series 24, Series 6, Investment Management, Equities, Alternative Investments, Asset Management, Fixed Income, Hedge Funds
Education
University of New Hampshire 2002 — 2006
State Street Global Advisors June 2014 - Present
State Street Global Advisors July 2012 - June 2014
Eaton Vance November 2011 - July 2012
Eaton Vance March 2010 - November 2011
Eaton Vance February 2008 - March 2010
Eaton Vance October 2006 - February 2008
Skills
Securities, Series 63, Mutual Funds, FINRA, Series 7, Series 24, Series 6, Investment Management, Equities, Alternative Investments, Asset Management, Fixed Income, Hedge Funds
Education
University of New Hampshire 2002 — 2006
Kevin Longacre's Eaton Vance Experience January 2010 - Present
Job High Yield Investments at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2010 - Present
Eaton Vance May 2007 - January 2010
Skills
Bloomberg, Fixed Income, Factset, Microsoft Office, Capital IQ
Education
University of New Hampshire 2002 — 2006
BS, Business Finance and Economics
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Finance
Eaton Vance January 2010 - Present
Eaton Vance May 2007 - January 2010
Skills
Bloomberg, Fixed Income, Factset, Microsoft Office, Capital IQ
Education
University of New Hampshire 2002 — 2006
BS, Business Finance and Economics
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Finance
Maureen Emmerso, CFA's Eaton Vance Experience November 2011 - Present
Job AVP, Equity Product Manager Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2011 - Present
Eaton Vance August 2007 - November 2011
Eaton Vance April 2005 - August 2007
Eaton Vance March 2004 - April 2005
Skills
Series 63, Series 6, Mutual Funds, Institutional..., Marketing Strategy, Morningstar, Competitive Analysis, Marketing, Emerging Markets, Equities, Asset Management, Investment Management, Alternative Investments, Fixed Income, Asset Allocation, Series 7
Education
University of New Hampshire 1999 — 2003
Bachelor's degree, Kinesiology - Sport Studies
Brookline High school
Eaton Vance November 2011 - Present
Eaton Vance August 2007 - November 2011
Eaton Vance April 2005 - August 2007
Eaton Vance March 2004 - April 2005
Skills
Series 63, Series 6, Mutual Funds, Institutional..., Marketing Strategy, Morningstar, Competitive Analysis, Marketing, Emerging Markets, Equities, Asset Management, Investment Management, Alternative Investments, Fixed Income, Asset Allocation, Series 7
Education
University of New Hampshire 1999 — 2003
Bachelor's degree, Kinesiology - Sport Studies
Brookline High school
Kimberly Ellis Kilduff's Eaton Vance Experience 1997 - 2001
Job none
Industry Staffing and Recruiting
Experience
stay at home mom March 2003 - Present
Evergreen Funds 2000 - 2001
Eaton Vance 1997 - 2001
Avon high school 1989 - 1993
Skills
Customer Service, Training, Marketing, Sales, Referrals, Social Networking, Team Building, Research, Real Estate, Leadership, Short Sales, Employee Relations, Mortgage Lending, Foreclosures, Residential Homes
Education
University of Scranton 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Avon High School 1989 — 1993
stay at home mom March 2003 - Present
Evergreen Funds 2000 - 2001
Eaton Vance 1997 - 2001
Avon high school 1989 - 1993
Skills
Customer Service, Training, Marketing, Sales, Referrals, Social Networking, Team Building, Research, Real Estate, Leadership, Short Sales, Employee Relations, Mortgage Lending, Foreclosures, Residential Homes
Education
University of Scranton 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Avon High School 1989 — 1993
Jen Tarantino's Eaton Vance Experience September 2006 - April 2010
Job Wealth Advisory Associate
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Nordstrom March 2014 - Present
Nordstrom January 2013 - March 2014
Nordstrom March 2012 - January 2013
Nordstrom July 2011 - March 2012
Nordstrom November 2010 - July 2011
Nordstrom April 2010 - November 2010
Eaton Vance September 2006 - April 2010
Skills
Retail, Merchandising, Trend Analysis, Fashion, Styling, Sales, Customer Service, Trend, Luxury Goods, Microsoft Excel, Inventory Management, Microsoft Office, Marketing, Social Media, PowerPoint, Fashion Shows, Facebook, Account Management, Customer Satisfaction, Social Networking
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (B.S.), Textiles, Merchandising and Design
Morgan Stanley February 2015 - Present
Nordstrom March 2014 - Present
Nordstrom January 2013 - March 2014
Nordstrom March 2012 - January 2013
Nordstrom July 2011 - March 2012
Nordstrom November 2010 - July 2011
Nordstrom April 2010 - November 2010
Eaton Vance September 2006 - April 2010
Skills
Retail, Merchandising, Trend Analysis, Fashion, Styling, Sales, Customer Service, Trend, Luxury Goods, Microsoft Excel, Inventory Management, Microsoft Office, Marketing, Social Media, PowerPoint, Fashion Shows, Facebook, Account Management, Customer Satisfaction, Social Networking
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (B.S.), Textiles, Merchandising and Design
Robert Pieroni's Eaton Vance Experience January 2015 - Present
Job Vice President Director of Investment Operatons
Industry Investment Management
Experience
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Elizabeth Coughlan's Eaton Vance Experience April 2007 - January 2014
Job First Grade Teacher at Boston Renaissance Charter Public School
Industry Financial Services
Experience
Boston Renaissance Charter Public School September 2014 - Present
Eaton Vance April 2007 - January 2014
Eaton Vance 2006 - 2007
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Communications
Boston Renaissance Charter Public School September 2014 - Present
Eaton Vance April 2007 - January 2014
Eaton Vance 2006 - 2007
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Communications
Lindsey Lambert Kidder's Eaton Vance Experience August 2001 - January 2007
Job Financial Services Professional Sales and Marketing
Industry Financial Services
Experience
Eaton Vance August 2001 - January 2007
Morgan Stanley June 1996 - August 2002
Nicholas Applegate 1991 - June 1996
Education
University of San Diego
MBA
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration
Eaton Vance August 2001 - January 2007
Morgan Stanley June 1996 - August 2002
Nicholas Applegate 1991 - June 1996
Education
University of San Diego
MBA
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration
Eric Dorman, CFA's Eaton Vance Experience September 2006 - Present
Job Assistant Tax Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2006 - Present
State Street June 2005 - September 2006
Investors Bank & Trust February 2001 - June 2005
Skills
Mutual Funds, Financial Reporting, Securities, Excel, Compliance, Fund Administration, Fund Accounting, Tax, Process Improvement, Bloomberg, Bonds, Fixed Income, Equities
Education
University of Massachusetts, Amherst 1996 — 2000
BS
Eaton Vance September 2006 - Present
State Street June 2005 - September 2006
Investors Bank & Trust February 2001 - June 2005
Skills
Mutual Funds, Financial Reporting, Securities, Excel, Compliance, Fund Administration, Fund Accounting, Tax, Process Improvement, Bloomberg, Bonds, Fixed Income, Equities
Education
University of Massachusetts, Amherst 1996 — 2000
BS
Bob Ruhm's Eaton Vance Experience 1987 - 1991
Job Senior Business Developer at Tucker Advisors
Industry Financial Services
Experience
Tucker Advisors November 2008 - Present
Accessor Capital Management 2006 - 2007
JP Morgan Asset Management 2004 - 2006
Bank One Investment Advisors 2001 - 2005
Seligman 1993 - 1997
Eaton Vance 1987 - 1991
Skills
Mutual Funds, Series 7, Asset Management, Investments, New Business Development, Insurance and Annuities, Alternative Investments, Asset Managment, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Financial Planning, Wealth Management, Financial Services, 401k
Education
University of New Hampshire
BA, Economics
Tucker Advisors November 2008 - Present
Accessor Capital Management 2006 - 2007
JP Morgan Asset Management 2004 - 2006
Bank One Investment Advisors 2001 - 2005
Seligman 1993 - 1997
Eaton Vance 1987 - 1991
Skills
Mutual Funds, Series 7, Asset Management, Investments, New Business Development, Insurance and Annuities, Alternative Investments, Asset Managment, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Financial Planning, Wealth Management, Financial Services, 401k
Education
University of New Hampshire
BA, Economics
Karen Karim's Eaton Vance Experience 2003 - 2007
Job Global Account Manager at Natixis
Industry Financial Services
Experience
Natixis Global Associates April 2010 - Present
LPL Financial February 2008 - April 2010
Eaton Vance 2003 - 2007
Education
University of Massachusetts, Amherst 1998 — 2002
Natixis Global Associates April 2010 - Present
LPL Financial February 2008 - April 2010
Eaton Vance 2003 - 2007
Education
University of Massachusetts, Amherst 1998 — 2002
Andrew Szczurowski, CFA's Eaton Vance Experience November 2011 - Present
Job MBS Portfolio Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2011 - Present
Eaton Vance April 2007 - October 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
BS
Eaton Vance November 2011 - Present
Eaton Vance April 2007 - October 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
BS
James Lanza's Eaton Vance Experience December 2006 - Present
Job Performance Specialist at Eaton Vance
Industry Investment Management
Experience
Eaton Vance December 2006 - Present
Skills
Bloomberg, Fixed Income, Asset Management, Equities, Alternative Investments, Bonds
Education
University of New Hampshire 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Eaton Vance December 2006 - Present
Skills
Bloomberg, Fixed Income, Asset Management, Equities, Alternative Investments, Bonds
Education
University of New Hampshire 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Jeffrey Lobdell's Eaton Vance Experience September 2012 - January 2014
Job Senior Operations Specialist Trade Control at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management January 2014 - Present
Eaton Vance September 2012 - January 2014
State Street July 2011 - September 2012
State Street October 2008 - July 2011
Camp Wilton June 2004 - August 2007
Skills
Funding, Fixed Income, Equities, Mutual Funds, Securities, Bonds, Bloomberg, Excel, PowerPoint, Word, Access, Financial Reporting, Outlook, Spreadsheets, Microsoft Office
Education
University of Massachusetts, Amherst 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Acadian Asset Management January 2014 - Present
Eaton Vance September 2012 - January 2014
State Street July 2011 - September 2012
State Street October 2008 - July 2011
Camp Wilton June 2004 - August 2007
Skills
Funding, Fixed Income, Equities, Mutual Funds, Securities, Bonds, Bloomberg, Excel, PowerPoint, Word, Access, Financial Reporting, Outlook, Spreadsheets, Microsoft Office
Education
University of Massachusetts, Amherst 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Jay O'Brien's Eaton Vance Experience September 2004 - October 2005
Job Senior Regional Marketing Director, Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
Michael Turgel, CFA's Eaton Vance Experience July 2006 - Present
Job VP / Senior Credit Analyst Bank Loan Group at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2006 - Present
Deloitte & Touche 1998 - 2003
Skills
Credit Analysis, Financial Analysis, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Bloomberg, Asset Management, Investments, Corporate Finance, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Economics
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Eaton Vance July 2006 - Present
Deloitte & Touche 1998 - 2003
Skills
Credit Analysis, Financial Analysis, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Bloomberg, Asset Management, Investments, Corporate Finance, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Economics
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Kathleen Gaffney's Eaton Vance Experience October 2012 - Present
Job Vice President, CoDirector of Diversified Fixed Income at Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2012 - Present
Loomis Sayles February 1984 - October 2012
Education
University of Massachusetts, Amherst 1979 — 1983
B.A., Economics
Eaton Vance October 2012 - Present
Loomis Sayles February 1984 - October 2012
Education
University of Massachusetts, Amherst 1979 — 1983
B.A., Economics
Bryan Mathews's Eaton Vance Experience January 2013 - April 2013
Job Fund Accounting Specialist at JP Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Eaton Vance January 2013 - April 2013
C.W. Capital July 2012 - December 2012
State Street September 2009 - May 2011
Beth Israel Medical Center July 2008 - September 2009
Skills
Accounting, General Ledger, Auditing, Internal Controls, Analysis, Accruals, Invoicing, Financial Statements, Bank Reconciliation, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Accounting, Accounts Payable
Education
University of New Hampshire 2004 — 2008
Bachelor of Science, Accounting
J.P. Morgan May 2013 - Present
Eaton Vance January 2013 - April 2013
C.W. Capital July 2012 - December 2012
State Street September 2009 - May 2011
Beth Israel Medical Center July 2008 - September 2009
Skills
Accounting, General Ledger, Auditing, Internal Controls, Analysis, Accruals, Invoicing, Financial Statements, Bank Reconciliation, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Accounting, Accounts Payable
Education
University of New Hampshire 2004 — 2008
Bachelor of Science, Accounting
Steve Leveille's Eaton Vance Experience February 2001 - Present
Job Vice President of Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance February 2001 - Present
Putnam Investments September 1999 - February 2001
Skills
SDLC, Fixed Income, Trading
Education
University of New Hampshire 1995 — 1999
Eaton Vance February 2001 - Present
Putnam Investments September 1999 - February 2001
Skills
SDLC, Fixed Income, Trading
Education
University of New Hampshire 1995 — 1999
Peter D. Hartman, CFA, CPWA's Eaton Vance Experience July 2000 - Present
Job Vice President Advisory Services Group at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2000 - Present
Fox Asset Management 2000 - 2001
Thompson, Siegel & Wlamsley January 1991 - July 2000
Dominion Trust Company April 1983 - January 1991
First & Merchants Bank November 1981 - April 1983
Ferrum College December 1980 - November 1981
Blue Ridge Institute of Ferrum College January 1977 - December 1980
Skills
Series 7, Series 63, Series 65
Education
Cooperstown Graduate Programs- State Univerity of New York 1977 — 1978
Master of Arts (M.A.), American Folklore
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
Financial Analysts Society
Chartered Financial Analyst, CFA Charter
IMCA/University of Chicago
Chartered Private Wealth Advisor, Investments and Securities
Eaton Vance July 2000 - Present
Fox Asset Management 2000 - 2001
Thompson, Siegel & Wlamsley January 1991 - July 2000
Dominion Trust Company April 1983 - January 1991
First & Merchants Bank November 1981 - April 1983
Ferrum College December 1980 - November 1981
Blue Ridge Institute of Ferrum College January 1977 - December 1980
Skills
Series 7, Series 63, Series 65
Education
Cooperstown Graduate Programs- State Univerity of New York 1977 — 1978
Master of Arts (M.A.), American Folklore
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
Financial Analysts Society
Chartered Financial Analyst, CFA Charter
IMCA/University of Chicago
Chartered Private Wealth Advisor, Investments and Securities
Alyssa McCool's Eaton Vance Experience January 2003 - May 2008
Job Financial Services
Industry Insurance
Experience
MetLife 2008 - 2012
Eaton Vance January 2003 - May 2008
Education
University of New Hampshire 1999 — 2003
Bachelor's degree, Communication
MetLife 2008 - 2012
Eaton Vance January 2003 - May 2008
Education
University of New Hampshire 1999 — 2003
Bachelor's degree, Communication
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group