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

Phone:

617-482-8260

Fax:

617-338-8054

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.

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Recent Private Companies Transactions

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