July 24, 2016 10:33 AM ET

Capital Markets

Company Overview of Eaton Vance Management

Company Overview

Eaton Vance Management is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, corporations, state or municipal government entities, and insurance companies. The firm manages separate client focused equity and fixed income portfolios. It also launches and manages equity, fixed income, balanced, multi-asset, and commodity mutual funds. The firm invests in the public equity, fixed income, and commodity markets across the globe with a focus on emerging and frontier markets. It invests in growth, value, and dividend-paying sto...

Two International Place

Boston, MA 02110

United States

Founded in 1924





Key Executives for Eaton Vance Management

Chief Executive Officer and President
Age: 58
Chief Administrative Officer and Vice President
Age: 60
Chief Compliance Officer and Vice President
Age: 63
Vice President and Chief Legal Officer
Age: 53
Vice President, Co-Director of Municipal Investments, and Portfolio Manager
Age: 50
Compensation as of Fiscal Year 2016.

Eaton Vance Management Key Developments

Eaton Vance Management Announces Executive Changes

Eaton Vance Management announced that Erik N. Saarinen and Walter L. Lindsay, Jr. have joined the firm as Vice President and Director of Institutional Relationship Management and Vice President, Institutional Business Development, respectively. They are reporting to Susan M. Brengle, Managing Director, Institutional. Mr. Saarinen oversees all institutional relationship management and client service efforts in North America and is responsible for coordinating client management activities globally. He is based in Boston. Mr. Lindsay is responsible for identifying and developing relationships with corporate and public pension plans, endowments, foundations and other institutional investors. He is based on Atlanta and covers the South territory. Mr. Saarinen joins Eaton Vance from Columbia Threadneedle Investments where he was Head of Global Institutional Relationship Management. Mr. Lindsay joins Eaton Vance from Herndon Capital Management where he was Senior Vice President, Marketing and Client Services.

Eaton Vance Management Announces Retirement of Nancy B. Tooke as Director of Small-Cap Equity, Effective October 31, 2016

Eaton Vance Management announced that Nancy B. Tooke, CFA, Director of Small-Cap Equity at Eaton Vance Management (EVM), will retire on October 31, 2016, the end of the company's 2016 fiscal year. Leadership of EVM's small/SMID-cap equity team will transition to Michael D. McLean, CFA, and J. Griffith Noble, CFA.

Eaton Vance Management Presents at 5th Annual Investors' Conference on CLOs and Leveraged Loans, May-16-2016 02:05 PM

Eaton Vance Management Presents at 5th Annual Investors' Conference on CLOs and Leveraged Loans, May-16-2016 02:05 PM. Venue: Grand Hyatt New York, Park Avenue at Grand Central Station, New York, NY, 10017, New York, United States. Speakers: John Brodbine, Vice President.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
13D Research (USVI) LLC. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by Capital IQ, a Standard & Poor's company. Bloomberg.com does not create or control the content. For inquiries, please contact Capital IQ directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Eaton Vance Management, please visit www.eatonvance.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.