BNET Industries

Market Cap:$3.4B
Last Fiscal Year Sales:$1.0B
  • Public
  • US
Dow Jones Description

Eaton Vance is one of the oldest financial services firms in the United States, with a history dating to 1924. Reflecting the traditional values of its home in Boston, Massachusetts, Eaton Vance established its reputation as an investment manager for wealthy individuals by offering a conservative approach to managing money and an uncompromising commitment to integrity and quality. Having earned the confidence and trust of investors for more than seven decades, Eaton Vance holds a prominent place in the financial services industry at the beginning of the 21st century. Today, Eaton Vance offers innovative, comprehensive wealth management solutions that seek to deliver consistent performance, guided by proven investment principles and experience in both up and down markets. This compelling combination of tradition, experience, innovation, and performance has helped make Eaton Vance the investment manager of choice for many of today?s individual and institutional investors.

Chief Executive Officer
Thomas E. Faust
Number of Employees 1,061
Contact Information

255 State Street

Boston, Massachusetts 02109-2617

www.eatonvance....

617 482 8260

NAICS Code Investment Advice: 523930

Recent Events

  • Eaton Vance Launched First Build America Bond Fund

    11/17/09 - Product Announcement - View Story

  • Eaton Vance Launches Build America Bond Fund

    11/17/09 - Product Announcement - View Story

  • Eaton Vance launched first Build America Bond fund

    11/17/09 - Product Announcement - View Story

  • Market Report -- In Play EV

    10/21/09 - Stock Split / Dividend - View Story

  • Sector Snap: Fortress leads asset managers higher

    9/09/09 - Bond / Stock Rating - View Story

  • Merck Jumps 2.5%; Deere Takes a Dive

    8/20/09 - Financial Announcement - View Story

  • An Uneasy Rebound for Fund Companies

    6/22/09 - Bond / Stock Rating - View Story

News & Analysis

eaton vance corp. - All News and Analysis

Decision Makers

Name (plus bio) Position
Thomas E. Faust Chief Executive Officer
Alan R. Dynner Chief Legal Officer
Duncan W. Richardson Chief Equity Investment Officer
Jeffrey P. Beale Chief Administrative Officer
Laurie G. Hylton Chief Accounting Officer & Vice President
Wharton P. Whitaker Vice President, Chief Sales, Marketing Officer
William M. Steul CFO, Vice President & Treasurer
Alan Dyner Vice President
Anne M Morgan Vice President
Cecilia J O'Keefe Vice President
Clifford H. Krauss Vice President & Director, Business Analysis
David McCabe Vice President
Deborah W Moses Vice President
Edward P Bliss Vice President
Jay A Schlott Vice President
Jonathan B Treat Vice President
Paul F Marandett Vice President
Robert H Bortnick Vice President
Samuel D Perry Vice President
Stuart B Strong Vice President
Susan R Martland Vice President
Jim Naughton Director, Corp Communications
ALICE RIVLIN
Barclay Tittmann
Dexter A. Dodge Senior Advisor
Leonard F Dolan
TERRY ODEAN
Tom Roseen Senior Research Analyst, Lipper, Inc.
Whiting R Willauer
Ralph Z. Sorenson Director
Stephen J. Kaszynski Member, Large-Cap Value

Board of Directors

Name (plus bio) Position
Dorothy E. Puhy Board of Directors
John G.L. Cabot Board of Directors
Richard A. Spillane Jr. Board of Directors
Winthrop H. Smith Board of Directors

Organization Position Status
Eaton Vance Corp. Chief Executive Officer Current
Marblehead Energy Corp. Executive Vice President Current
Eaton Vance Corp. Chairman Current
Loews Corporation Director Current
Eaton Vance Corp. President Former
Harvard University Chief Financial Officer Former
Eaton Vance Corp. Chief Investment Officer Former
Eaton Vance Corp. Executive Vice President Former
Harvard University Vice President for Finance Former
Harvard University Senior Advisor Former
Eaton Vance Corp. Board of Directors Former

Organization Position Status
Eaton Vance Corp. Chief Legal Officer Current
Eaton Vance Corp. Secretary Current
Eaton Vance Corp. Vice President Former
Eaton Vance Management Officer Former

Organization Position Status
Eaton Vance Corp. Chief Equity Investment Officer Current
Eaton Vance Corp. Board of Directors Current
Eaton Vance Corp. Executive Vice President Former

Organization Position Status
Eaton Vance Corp. Chief Administrative Officer Current
Marblehead Energy Corp. Vice President Current
Eaton Vance Corp. Board of Directors Current
Eaton Vance Corp. Vice President Former

Organization Position Status
Eaton Vance Corp. Chief Accounting Officer & Vice President Current

Organization Position Status
Eaton Vance Corp. Vice President, Chief Sales, Marketing Officer Current

Organization Position Status
Eaton Vance Management Chief Financial Officer Current
Eaton Vance Corp. CFO, Vice President & Treasurer Current
Eaton Vance Management Treasurer Current
Eaton Vance Corp. Board of Directors Current
Eaton Vance Management Vice President Former

Organization Position Status
Eaton Vance Corp. Vice President Current

Anne Morgan is a Vice President of Eaton Vance Investment Counsel and an Investment Counselor and is responsible for overseeing the accounts of both individuals and institutions. Ms. Morgan has 25 years of experience in the investment industry, having begun her financial services career in 1977 with the Bank of Boston, where she was employed for seven years. She joined Eaton Vance in 1984 where she has been managing money for individual and institutional accounts. Ms. Morgan holds a B.A. from Smith College, where she majored in zoology, and an M.B.A. in Finance from Babson College. Anne can be reached at 617-598-8283 or emailed at amorgan@eatonvance.com amorgan@eatonvance.com

Organization Position Status
Eaton Vance Investment Counsel Vice President Current
Eaton Vance Corp. Vice President Current
Bank of Boston Former
Babson College M.B.A. In Finance Former
Babson College B.A. In Finance Former
Smith College B.A. Former

Cecilia O'Keefe is a Vice President of Eaton Vance Investment Counsel. She manages separate portfolios for taxable high net worth clients, family groups, and institutional investors. Ms. O'Keefe has over 30 years experience in the investment industry, both as a Portfolio Manager and an Equity Analyst. She joined Eaton Vance in 1993, when the company acquired her employer, Gardner & Preston Moss "GPM", the investment counseling division of INVESCO Management & Research. She was associated with GPM for 11 years as a Portfolio Manager and an Analyst. Previous associations include positions at Shawmut Bank of Boston, Chase Manhattan Bank and Boston Safe Deposit & Trust Co. Ms. O'Keefe earned an A.B. at Mount Holyoke College in 1973 and an M.B.A. at Northeastern University in 1978. She is a member of the Boston Security Analysts Society. Cecilia can be reached at 617-598-8252 or emailed at cokeefe@eatonvance.com cokeefe@eatonvance.com

Organization Position Status
Eaton Vance Corp. Vice President Current
Gpm, Inc. Portfolio Manager Former
Gpm, Inc. Analyst Former
Gardner Inc. Former
Northeastern University M.B.A. Former
Mount Holyoke College A.B. Former

Organization Position Status
Eaton Vance Corp. Vice President & Director, Business Analysis Current
Eaton Vance Management Vice President & Director, Business Analysis & Development Current

David joined Eaton Vance in December 2005. David provides investment management services to private accounts, foundations and endowments.

Organization Position Status
Eaton Vance Corp. Vice President Current
Eaton Vance Investment Counsel Vice President Current
Voyageur Asset Management, Inc. President Former

Debbie is a Vice President at Eaton Vance Investment Counsel and is responsible for the investment management of private accounts. She earned her Chartered Financial Analyst and Chartered Investment Counselor designations in 1982. Debbie is a member of the Boston Security Analysts Society. Debbie joined Eaton Vance in 2004. She has over 28 years of experience in the investment business. Prior to joining Eaton Vance Investment Counsel, she was the managing director of Scudder Private Investment Counsel. Debbie began her investment management career as a Research Analyst for 5 years at Sun Life of Canada. She is a Trustee of The Trustee of Reservations and Corporator for New England Baptist Hospital. Debbie received her Bachelor of Arts in economics from Goucher College in 1973 and her MBA from Babson College in 1976. Debbie can be reached at 617-598-8787 or e-mailed at dmoses@eatonvance.com dmoses@eatonvance.com .

Organization Position Status
Eaton Vance Corp. Vice President Current
Eaton Vance Investment Counsel Vice President Current
Babson College MBA Former
Goucher College Bachelor of Arts In Economics Former

Ned is a Vice President at Eaton Vance Investment Counsel and is responsible for investment management and client service of private accounts, foundations, and endowments. Ned comes to Eaton Vance Investment Counsel with more than 38 years of experience in the investment management business. Prior to joining Eaton Vance Investment Counsel, Ned started his investment counsel career at Eaton and Howard Inc, before joining Loomis Sayles & Company LLP where he spent 27 years. Ned has spent the last 5 years at Scudder Private Investment Counsel. He has been involved with many community and charitable organizations in the area. Ned graduated from Harvard College in 1955.

Organization Position Status
Eaton Vance Corp. Vice President Current
Eaton Vance Investment Counsel Vice President Current
Loomis Sayles & Company Former
Harvard College Former

Jay is a Vice President of Eaton Vance Investment Counsel. His responsibilities include the portfolio management and client service for individual accounts, trusts, foundations and retirement accounts. Jay started his career as a security analyst for Bankers Trust in 1971 and joined Gardner & Preston Moss in 1974, where he became partner and the head of the firm's trust and individual account business. In 1989 he started Weston Asset Management, a firm devoted to building individual portfolios to meet the needs of high net worth individuals, foundations and small companies. In August 2005 the accounts of Weston Asset Management were acquired by Eaton Vance. He graduated from the University of Pennsylvania's Wharton School in 1967 with a BS in Economics and in 1969 from Columbia University's Graduated School of Business with an MBA. He also taught accounting and economics courses for the University of Maryland while serving in the U.S. Army in Germany. Jay earned his Chartered Financial Analyst designation in 1977. He serves on the Board of Directors of the International Seniors Amateur Golf Society and The Wine & Food Society of Paradise Valley. He can be reached at 480-596-7955 or e-mailed at jschlott@eatonvance.com jschlott@eatonvance.com .

Organization Position Status
Eaton Vance Corp. Vice President Current
Eaton Vance Investment Counsel Vice President Current
Bankers Trust Company Inc. Security Analyst Former
University of Maryland MBA. He also taught accounting and economics courses Former
Wharton Graduate School of the University of Pennsylvania BS in Economics and Former
Columbia University Bs In Economics and In 1969 Former

Array

Organization Position Status
Eaton Vance Investment Counsel Vice President Current
Wells Fargo & Company manager Former
Wells Fargo Bank Manager Former
Yale University Bachelor of Arts Former

Paul Marandett is a Vice President and Portfolio Manager of Eaton Vance Investment Counsel. He advises and manages the fixed-income portfolios for high-net-worth individual and institutional clients.

Organization Position Status
Eaton Vance Corp. Vice President Current
Voyageur Asset Management, Inc. Former
United States Air Force Former

Mr. Bortnick has 19 years' experience in the investment management industry and, specifically, in managing money for individual and institutional accounts. He joined Eaton Vance in 1993, when the company acquired his employer, Gardner & Preston Moss "GPM", the investment counseling division of INVESCO Management & Research.

Organization Position Status
Eaton Vance Corp. Vice President Current
Eaton Vance Investment Counsel Vice President Current
Gardner Inc. Former
Invesco, LLC Former
Boston University M.B.A Former
Connecticut College B.A. Former

Sam is a portfolio manager and Vice President at Eaton Vance Investment Counsel and works primarily with individuals and families in managing their financial assets. He earned his Chartered Financial Analyst and Chartered Investment Counselor designations in 1978. Sam is a longstanding member of the Boston Security Analysts Society. He has over 35 years experience in the investment management industry, primarily with Scudder Private Investment Counsel. Prior to joining Eaton Vance Investment Counsel in 2004, Sam spent 33 years at Scudder and 4 years at The State Street Bank. He is involved with numerous community and charitable organizations and also serves as a Trustee for many individuals and families. Sam graduated from Harvard College in 1965 and received his MBA from Boston University in 1971.

Organization Position Status
Eaton Vance Corp. Vice President Current
Eaton Vance Investment Counsel Vice President Current
Scudder and Company, Inc. Former
State Street Bank and Trust Company Former
State Street Corporation Former
Harvard College MBA Former
Boston University MBA Former

Mr. Stuart Strong is a Vice President of Eaton Vance Investment Counsel, managing portfolios for individual and institutional investors. Mr. Strong, who began his career at Union Trust Company and soon moved onto the Trust Department of State Street Bank and Trust Company, has had a career spanning more than 45 years in investment management. Prior to joining Eaton Vance in 1979, he was a Senior Vice President with John P. Chase, which was owned by Phoenix Investment Counsel of Boston. Mr. Strong earned a B.A. from Harvard College in 1953. He served as Vice President of the Big Brother Association of Boston and a Trustee of the Wang Center for the Performing Arts, also in Boston.

Organization Position Status
Eaton Vance Investment Counsel Vice President Current
Eaton Vance Corp. Vice President Current
Wang Center for the Performing Arts, Inc. Trustee Former
Union Bankshares Company Inc. Former
Wang Center for the Performing Arts, Inc. Board of Directors Former
Harvard College B.A. Former

Susan is a Vice President at Eaton Vance Investment Counsel and is primarily responsible for the portfolio management and client service of private accounts and foundations. Prior to joining Eaton Vance Investment Counsel, Susan worked at Scudder Private Investment Counsel for 22 years and previously at Loomis, Sayles and Company for 10 years. Susan is actively involved in her community and has served on the board of a local non-profit organization. Susan graduated from Smith College in 1971 and received her MBA from Boston University in 1981.

Organization Position Status
Eaton Vance Investment Counsel Vice President Current
Eaton Vance Corp. Vice President Current
Boston University MBA Former
Smith College MBA Former

Organization Position Status
Eaton Vance Corp. Director, Corp Communications Current

Organization Position Status
Eaton Vance Corp. Current
Georgetown University visiting professor Former

Organization Position Status
Eaton Vance Investment Counsel Vice President Current
Eaton Vance Corp. Current
Gpm, Inc. Vice President Former
Gpm, Inc. Portfolio Manager Former
Gpm, Inc. Analyst Former
Boston College Assistant Professor Former
Gardner Inc. Former
University Corp. Ph.D. In Romance Languages and Literature Former
University of Alberta M.A. Former
Yale University B.A. Former

Organization Position Status
Eaton Vance Investment Counsel Senior Advisor Current
Eaton Vance Corp. Senior Advisor Current
Wiggins Airways Inc. Director Current
Voyager Asset Management Chairman and Chief Executive Officer Former
The Downtown Club President Former
Wiggins Airways Inc. President Former
Voyageur Asset Management, Inc. Senior Managing Director Former
The Downtown Club Governor Former
United States Air Force Former
Boston University Board of Trustees Former

Len is a Vice President at Eaton Vance Investment Counsel and is responsible for working with foundations, endowments, individuals, and families in managing their financial assets. Len joined Eaton Vance in 2004 and has over 19 years of experience in the investment management industry. Prior to joining Eaton Vance, Len was a Vice President at Scudder Private Investment Counsel for 13 years. Len graduated cum laude from the University of Massachusetts at Amherst in 1989 and received his MBA from Boston University in 1999.

Organization Position Status
Eaton Vance Corp. Current
Boston University MBA Former

Organization Position Status
Eaton Vance Corp. Current
University of California, Berkeley associate professor of finance Former

Mr. Roseen is a senior research analyst at Lipper, a company that provides unparalleled expertise and insight into the mutual fund industry. Lipper's products and services provide accurate, insightful, and timely mutual fund data and analysis. Mr. Roseen joined Lipper in 1996; his expertise includes portfolio attribution, quantitative research, equity and fixed income fund performance analysis, and after-tax performance analysis.

Organization Position Status
Eaton Vance Corp. Senior Research Analyst, Lipper, Inc. Current

Skip Willauer joined Eaton Vance in June 2003. He provides investment management, financial planning and consulting services to high-net-worth individuals, families, and institutions. Prior to joining Eaton Vance, Mr. Willauer was a Portfolio Manager and Financial Planner with Hale and Dorr Capital Management LLC and PNC Financial Advisors. Mr. Willauer also spent a number of years as a Senior Financial Analyst with MasterCard International, producing several high-visibility programs geared to help member banks. In addition, he worked with large financial institutions to help them develop strategies to attract more assets. Prior to joining MasterCard, Skip spent several years as a Financial Analyst and Acting Controller for a commercial bank. Mr. Willauer holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP) “practitioner.” He is a member of the Boston Security Analysts Society and the CFA Institute. He holds an M.B.A., magna cum laude, from Boston University and a B.S., cum laude, in Business Administration from American University. Skip can be reached at 617-598-8515 or emailed at swillauer@eatonvance.com

Organization Position Status
Eaton Vance Corp. Current

Dorothy E. Puhy became the Institute's chief financial officer and director for Fiscal Services in March 1994. She was named senior vice president in 2001 and executive vice president in 2004. Ms. Puhy is chief administrative officer of Dana-Farber/Partners CancerCare and treasurer of HealthCare Dimensions, Inc. Prior to joining Dana-Farber, she was chief financial officer at New England Medical Center in Boston and a senior manager at Ernst and Whinney. Ms. Puhy received her bachelor's degree from the University of Pennsylvania and her business degree from the Wharton School.

Organization Position Status
Dana-Farber Cancer Institute, Inc Executive Vice President, Chief Financial Officer and Assistant Treasurer Current
Health Care Dimensions Chief Administrative Officer Current
Dana-Farber Cancer Institute Executive Vice President Current
ABIOMED, Inc. Director of the Company and Chair Current
Dana-Farber Cancer Institute Institute's Chief Financial Officer and Director for Fiscal Services Current
Dana-Farber Cancer Institute Board of Directors Current
Eaton Vance Corp. Board of Directors Current
New England Medical Center Chief Financial Officer Former
Dana-Farber Cancer Institute, Inc Senior Vice President Former
Dana-Farber Cancer Institute Senior Vice President Former
Reebok International Ltd. Committee Chairman Former
Reebok International Ltd. Director Former
University of Pennsylvania Bachelor's Degree Former
Wharton Graduate School of the University of Pennsylvania Degree Former

Organization Position Status
Eaton Vance Corp. Board of Directors Current

Organization Position Status
Eaton Vance Corp. Director Current
Babson College President Emeritus Former

Organization Position Status
Babson College Adjunct Lecturer Current
Boot Camps Unlimited, LLC Current
Xaverian Brothers High School Chairman Current
Eaton Vance Corp. Board of Directors Current
Strategic Advisors President Former
Fidelity Investments Chief Investment Officer, Europe, Fidelity International Limited Former
Fidelity Investments Director, U.S. Equity Research Former
Fidelity Investments Head, Global Investment Strategy Former
Fidelity Investments Registered Investment Advisor Former
Harvard Business School MBA Former
Rensselaer Polytechnic Institute B.S., Chemical Engineering Former

Organization Position Status
Eaton Vance Corp. Board of Directors Current

Organization Position Status
Eaton Vance Corp. Member, Large-Cap Value Current

Executive News

  • Eaton Vance 3Q profit falls 37 percent

    CNBC - 8/19/09 - View Story

advertisement
     EV $29.75 -0.79 (-2.59% )
Average Volume 827,568
Shares Outstanding 117.46M
Market Cap 3.5B
Year High 31.31
Year Low 13.63
Earnings Per Share 0.98
P/E Ratio 30.36
Dividend 0.64
Yield 2.15
advertisement