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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Trevor Smith | - | 2021 | עכשיו |
ביוגרפיה | Trevor Smith is a portfolio manager on the Municipals Team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's municipal bond strategies. He joined Eaton Vance in 2010. Morgan Stanley acquired Eaton Vance in March 2021. Trevor began his career in the investment management industry in 2008. Before joining Eaton Vance, he was a municipal research analyst at Lord, Abbett & Co. He was also affiliated with Financial Security Assurance and the City of Aspen Finance Department. Trevor earned a B.A. from Middlebury College and an MBA, with high honors, from Boston University. He is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. | ||
Craig Robert Brandon | Vice President | 2021 | עכשיו |
ביוגרפיה | Craig Brandon is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Craig began his career in the investment management industry in 1995. He has been affiliated with the Eaton Vance organization since 1998. He has experience with Eaton Vance across a variety of research roles. Before joining the Eaton Vance organization, he was a senior budget and capital finance analyst with the New York State Assembly Ways and Means Committee. Craig earned a B.S. from Canisius College and an MBA from the University of Pittsburgh. He is a member of the CFA Society of Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. He is a CFA charterholder. | ||
Adam A. Weigold | Portfolio Manager | 2011 | 2021 |
ביוגרפיה | Adam A. Weigold has joined Manulife IM (US) in 2021. Currently Mr. Weigold is Senior Managing Director, Senior Portfolio Manager, and Head of the Municipal Fixed Income Team. Previously, Mr. Weigold was a Vice President of Eaton Vance, has been an Eaton Vance portfolio manager for more than five years and also manages other Eaton Vance funds. Mr. Weigold earned a B.A. from Dartmouth College and an MBA from Boston University. He is a member of the CFA Society of Boston and the National Federation of Municipal Analysts. He is a CFA charterholder. | ||
Cynthia J. Clemson | Vice President | 2011 | 2014 |
ביוגרפיה | Cindy Clemson is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. She joined Calvert Research and Management in 2016. Cindy began her career in the investment management industry in 1985. She has been affiliated with the Eaton Vance organization since 1985. Cindy earned a B.A. from Mount Holyoke College and an MBA from Boston University. She is a member of the Boston Municipal Analysts Forum, the CFA Society of Boston, the Municipal Bond Buyer Conference and the National Federation of Municipal Analysts. | ||
Thomas M. Metzold | Portfolio Manager | 2011 | 2014 |
ביוגרפיה | Thomas M. Metzold, been the manager of BMR since 1995. Metzold became a vice president and portfolio manager at Eaton Vance Management in July 1991 after joining the company four years earlier as an investment analyst. He also spent four years as a financial analyst with General Electric. Metzold holds the Chartered Financial Analyst designation. He is a member of the Boston Security Analysts Society, the Association for Investment Management and Research, the National Federation of Municipal Analysts, and the Boston Municipal Analysts Forum. | ||
William H. Ahern | Portfolio Manager | 2011 | 2014 |
ביוגרפיה | Ahern joined Eaton Vance in 1989 and is a portfolio manager and vice president of Eaton Vance Management. He has been a portfolio manager in Eaton Vance’s municipal income group since 1993. Ahern has earned the right to use the Chartered Financial Analyst designation. | ||
Craig Robert Brandon | Vice President | 2011 | 2014 |
ביוגרפיה | Craig Brandon is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Craig began his career in the investment management industry in 1995. He has been affiliated with the Eaton Vance organization since 1998. He has experience with Eaton Vance across a variety of research roles. Before joining the Eaton Vance organization, he was a senior budget and capital finance analyst with the New York State Assembly Ways and Means Committee. Craig earned a B.S. from Canisius College and an MBA from the University of Pittsburgh. He is a member of the CFA Society of Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. He is a CFA charterholder. |
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